Associate, Investment Banking – Applied AI

About the Role

JCW is partnering with a leading financial services firm to hire an Associate for their growing team. This is an excellent opportunity for an experienced investment banking professional looking to join a well-respected financial institution and gain exposure to AI-driven tools and initiatives shaping the future of the industry. The role offers strong visibility across the business and the opportunity to apply emerging AI capabilities within a core investment banking function.

Key Responsibilities:

• Support deal execution, financial modeling, and analysis across investment banking transactions
• Apply AI/ML tools and techniques to enhance deal analysis, due diligence, and process efficiency
• Partner with senior bankers and cross-functional teams to prepare pitch materials, valuations, and client deliverables
• Identify opportunities to integrate AI-driven solutions into existing workflows and processes
• Conduct industry and company research to support transaction execution and business development
• Contribute to the team’s broader strategy for adopting AI and automation within investment banking processes
• Stay informed on emerging AI developments, fintech trends, and their applications within financial services

Ideal Candidate Profile:

• 2–4 years of Investment Banking experience (required)
• 1–3 years of experience working with AI/ML tools or on AI-driven projects
• Strong analytical, quantitative, and financial modeling skills
• Ability to bridge deep finance expertise with emerging technology
• Strong communication and stakeholder management skills
• Bachelor’s degree in Finance, Economics, Computer Science, or related field preferred

For more information or a confidential conversation, please contact: Tom Meberg [email protected]

JCW is proud to be an equal opportunity recruiter. We are committed to fostering an inclusive recruitment process and ensuring equal consideration for all applicants regardless of gender, age, disability, religion, sexual orientation, marital status, or race.