Job Description

Investment Banking Associate/ VP – Generalist

We are seeking result-driven mid-to-senior level Bankers to lead the execution of capital markets and advisory transactions. The role focuses on helping clients raise funds through equity and debt offerings, as well as providing strategic advice on mergers, acquisitions, and other complex financial transactions in close coordination with the ECM and Investment Banking teams.

The Banker will serve as a trusted strategic advisor — formulating tailored investment and financing strategies, driving end-to-end deal execution, and delivering measurable outcomes for clients. The position reports directly to the COO and Co-Head of Investment Banking at Univest Securities, offering significant visibility, autonomy, and responsibility for business growth and transaction results.

Job Responsibilities

• Drive end-to-end execution of M&A, equity, and debt financing transactions — from due diligence to closing — ensuring flawless delivery under tight timelines
• Lead and manage due diligence, drafting sessions, and preparation of key materials, including pitch books, information memoranda, and investor presentations
• Develop and apply advanced financial models and analytical frameworks to evaluate acquisitions, financing, and capital raising opportunities
• Partner closely with clients, senior bankers, and external advisors to deliver tailored, high-impact financial solutions
• Identify and anticipate financial, industry, and market risks to safeguard transaction integrity and optimize outcomes
• Build and maintain strong client relationships by providing strategic insights and actionable market intelligence
• Support firm growth by contributing to new business development and maintaining a healthy transaction pipeline
• Ensure all client solutions meet internal return, risk, and ethical standards
• Demonstrate strong execution capability, accountability, and a results-driven mindset across all initiatives

Required Qualifications, Capabilities, and Skills

• 5+ years of relevant experience
• Bachelor’s degree in finance or closely related areas; master’s degree in business administration preferred
• Experience working in an investment banking institution(s)
• Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
• Understanding of the transaction cycle and the steps in the process and is execution oriented.
• Strong analytical and financial modeling skills
• Series 79 or 7 and 63 licenses; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

About Univest

Leveraging the unique geographic roots in Asia Pacific and North America, with the hybrid position across institutions and retail, Univest provide a variety of services to small-to-medium size public and private enterprises through our Investment Banking and Corporate Financing Division including mergers & acquisitions capital markets advisory, valuation and fairness of opinion advisory, private placement, initial and secondary public offerings.

Unconventional to our many transactional focused peers, our team takes a fundamental value-driven approach. As generalists, we are focused on discovering innovative, exciting, and emerging growth companies to provide them with long-term strategic advisory service and unique global access to capital. Univest’s seasoned banking team is adept in heavy lifting situations and pride themselves on staying ahead of the curve. We believe in mutual value generation for enterprises and investors driven by capital, innovation, and sound market execution.

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