Description

Associate | M&A / Investment Banking Execution

Bundy Group | Huntington Area, NY (Long Island)

 
About Bundy Group

Founded in 1989, Bundy Group is a boutique M&A advisory firm focused on representing founders and business owners through one of the most significant transactions of their lives. With more than 250 completed transactions and over $1.2 billion in transaction value, we bring deep expertise across Healthcare, Tech-Enabled Services, and Business & Industrial Services. The firm operates securities transactions through its affiliated broker-dealer, Bundy Group Securities.

Our model is built around high-quality execution and thoughtful client advice. We believe that running a disciplined, well-managed process, paired with clear and strategic guidance, drives superior outcomes for founders.

We operate with a high standard of professionalism, accountability, and care. Our engagements are complex, fast-moving, and require a team that takes pride in doing things the right way.

 
Why Join Bundy Group

• Comprehensive Deal Exposure. Gain meaningful exposure to the full lifecycle of sell-side M&A transactions while working directly alongside senior bankers, business owners, buyers, legal counsel, and transaction advisors.
• Ownership & Responsibility. Take ownership of critical workstreams, manage live process execution, and earn increasing client-facing responsibility through strong execution and accountability.
• Accelerated Development. Develop through meaningful responsibility, direct mentorship, hands-on transaction experience, and progressive exposure aligned with your growth and readiness.
• Collaborative Environment. Work within a team-oriented, high-performance culture that values collaboration, accountability, professionalism, and execution excellence.
• Long-Term Platform. Build a long-term career within a growing M&A platform where strong execution, judgment, and ownership are rewarded with expanded responsibility and advancement opportunities.

 
The Opportunity

This role is designed for highly motivated, entrepreneurial-minded professionals who thrive in fast-paced environments, take pride in ownership and accountability, and want to play a meaningful role in helping clients navigate important strategic transactions. Associates at Bundy Group are deeply integrated into live deal execution, working alongside senior bankers, founders, buyers, legal counsel, and transaction advisors throughout the transaction lifecycle.

Successful candidates come from both traditional and non-traditional backgrounds, including investment banking, corporate finance, FP&A, strategic finance, transaction advisory, consulting, accounting, and finance leadership support roles. We value individuals who combine strong analytical capabilities with intellectual curiosity, sound judgment, communication skills, and a desire to continue developing as transaction professionals and client advisors.

This opportunity is ideal for individuals who are energized by both the analytical and operational aspects of M&A execution and are looking to build a long-term career within a collaborative, high-performance advisory platform. At Bundy Group, strong execution, professionalism, and ownership are rewarded with expanded responsibility, client exposure, and long-term growth opportunities.

 
What You’ll Do

Transaction Execution & Process Management

• Support execution of multiple concurrent sell-side M&A engagements across privately-held businesses
• Associates are expected to become highly integrated into the live execution process, gaining meaningful exposure to how transactions are managed, negotiated, and executed across all stages of a deal lifecycle
• Own key execution workstreams and serve as a core execution partner in managing overall transaction progression
• Actively manage transaction timelines, task lists, diligence coordination, and process workflows to help ensure disciplined execution and deal momentum
• Coordinate internally with senior team members and externally with clients and advisors to keep processes moving efficiently
• Support management of diligence processes, buyer communications, and information flow throughout the transaction lifecycle
• Take increasing ownership over buyer interactions, diligence coordination, client communication, and transaction management responsibilities based on development, readiness, and execution performance
• Financial Analysis & Marketing Materials

Develop and maintain detailed financial models, valuation analyses, and transaction materials

• Prepare teasers, Confidential Information Memorandums (CIMs), management presentation materials, and buyer analyses
• Conduct industry, market, competitive, and buyer research to support transaction positioning
• Analyze transaction structures, valuation scenarios, and working capital considerations
• Partner with transaction accounting firms and support Quality of Earnings processes
• Ensure all analytical work product and client materials meet firm standards for quality, accuracy, and professionalism

Buyer & Due Diligence Coordination

• Support buyer outreach tracking, NDA coordination, and buyer pipeline management
• Draft and coordinate buyer communications, diligence requests, and Q&A responses
• Help manage data room organization, document flow, and diligence tracking
• Support IOI and LOI evaluation by analyzing and summarizing transaction terms and buyer feedback
• Coordinate logistics and preparation for management presentations, buyer meetings, and diligence sessions

Client Exposure & Advisory Development

• Participate directly in client calls, meetings, and transaction discussions alongside senior deal team members
• Support preparation of client recommendations and strategic analyses
• Help communicate market feedback, buyer perspectives, and process developments to clients
• Develop the communication, judgment, and advisory skillset necessary to become a trusted client-facing transaction professional
• Build confidence and experience interacting with founders, executives, buyers, accountants, and attorneys throughout live deal processes

Team Collaboration & Firm Development

• Collaborate across all levels of the firm in a team-oriented execution environment that emphasizes communication, accountability, and shared transaction success
• Contribute to internal process improvements, templates, and best practices
• Support pitch materials, prospective client evaluations, and business development initiatives as needed

What We’re Looking For

We are looking for entrepreneurial, team-oriented professionals who are energized by advising privately-held businesses, thrive in fast-paced transaction environments, and want to build a long-term career within a collaborative and growing M&A platform. Ideal candidates are intellectually curious, take pride in ownership and execution, enjoy working closely with clients and teammates, and are excited by the opportunity to develop into trusted transaction advisors over time.

• Analytical & Detail-Oriented. You take pride in producing accurate, thoughtful, and high-quality work product across financial analysis, presentations, and transaction materials.
• Ownership Mentality. You take pride in ownership, accountability, and being deeply involved in transaction execution.
• Client & Team-Oriented. You communicate professionally, work collaboratively, and are excited to develop into a client-facing advisor over time.
• Process-Driven. You are organized, responsive, and capable of managing multiple workstreams and deadlines in fast-moving environments.
• Growth Mindset. You are coachable, intellectually curious, and motivated by continuous improvement and long-term professional development.
• Long-Term Mindset. You are motivated by continuous development and excited by the opportunity to grow within an entrepreneurial, execution-focused advisory platform.

Role Structure

This role is based in the Huntington area of Long Island, NY. This position is designed to be primarily in-person, reflecting the hands-on, collaborative, and apprenticeship-oriented nature of transaction execution and development at Bundy Group.

Compensation

Starting base salary range of $80k - $125k with a performance-based bonus and benefits. Compensation will be aligned with experience and both individual and firm performance.

Requirements

Qualifications & Experience

• 3 to 5+ years of experience in investment banking, corporate finance, FP&A, transaction services, consulting, or other strategic finance environments
• Prior experience supporting M&A transactions, financial analysis, or serving in an advisory capacity to leadership teams is preferred
• Strong financial modeling, analytical, and PowerPoint presentation skills
• Ability to manage multiple workstreams and deadlines simultaneously in a fast-paced environment
• Strong written and verbal communication skills with the ability to interact professionally with internal and external stakeholders
• High attention to detail and commitment to producing polished, accurate work product
• Series 79 and 63 license preferred or ability to obtain within 90 days of employment
• Strong proficiency in Microsoft Office suite, financial modeling, DealCloud, Salesforce or equivalent CRM systems, PitchBook, and automation tools
• Bachelor’s degree required; finance, accounting, economics, or related fields preferred
• CFA Charterholder preferred