W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations. With over 15 years of experience, we have a proven track record of delivering innovative and effective solutions across a wide range of industries.

Our Mission

At W3Global, we are committed to helping businesses of all sizes achieve their full potential. We believe that by combining our deep industry expertise with our innovative approach, we can deliver exceptional results that exceed our clients' expectations.

Our Services

We offer a comprehensive suite of consulting services designed to address the specific needs of our clients. Our services include:

Strategy Consulting: We help businesses develop and implement winning strategies to achieve their long-term goals.

Business Process Improvement: We identify and optimize business processes to enhance efficiency, reduce costs, and improve customer satisfaction.

Technology Consulting: We provide expert guidance on technology selection, implementation, and integration to support business objectives.

Talent Acquisition: We help businesses find and hire the right talent to support their growth and success.

Human Capital Management: We provide comprehensive HR solutions to help businesses manage their workforce effectively.

Industry: Staffing and Recruiting
Company Size: 501-1,000 employees

W3Global

Savvy Admin PROD

Investment Banking (Analyst / Associate)

**Overview**

We are seeking a high-performance **Market Coverage Banker ** whose primary responsibility is sourcing proprietary deal flow and developing deep market expertise within targeted verticals. This is not an execution support role. This is a **front-line revenue generation position **.

The successful candidate will be responsible for developing and owning a defined industry vertical, building long-term CEO and founder relationships, sourcing debt, equity, and M&A mandates, becoming a recognized market authority within their sector, and driving consistent origination activity into the firm's capital markets team.

Core Responsibilities

-  Deal Origination & Pipeline Development

- Proactively source middle-market transactions ($5M - $250M+)

- Develop relationships with founders, sponsors, and executives

- Identify actionable financing and M&A opportunities before formal processes begin

- Generate signed engagement letters

- Collaborate with Capital Markets to create financial models, build data rooms, and prepare investor materials

-  Vertical Market Expertise

- Own and develop a defined industry vertical

- Maintain active knowledge of capital markets trends, valuation metrics, active buyers and lenders, and regulatory developments

- Publish internal market insights and contribute to thought leadership

-  Relationship Development

- Build a long-term network of COIs (IB and commercial bankers, attorneys, CPAs, insurance brokers, etc.)

- Represent the firm at conferences and industry events

- Serve as the primary point of contact for clients through mandate execution

-  Strategic Coverage

- Develop target lists within the assigned vertical

- Maintain disciplined CRM tracking

- Conduct ongoing outreach and relationship nurturing

- Build multi-year trust-based advisory relationships

**Qualifications**

Required

- 2-7+ years experience in investment banking, private credit/equity, commercial banking, or capital markets

- Demonstrated ability to source or co-source transactions

- Deep industry knowledge within at least one sector

- Strong executive presence and communication skills

- Ability to independently manage pipeline development

**Preferred**

- Existing portable network within a defined vertical

- FINRA Series 79 / 63 (or ability to obtain)

- Prior experience at a boutique or middle-market platform

- Experience structuring debt, equity, or structured finance transactions

Performance Metrics

- Engagement letters signed

- Quality and size of sourced mandates

- Pipeline consistency

- Long-term client retention

- Revenue generated from sourced transactions

**Compensation**

**Analyst Level**

- Base Salary: $40,000 - $75,000

- On-Target Earnings (OTE): $140,000 - $200,000

**Associate Level**

- Base Salary: $60,000 - $100,000

- On-Target Earnings (OTE): $160,000 - $300,000

Employees are expected to achieve their **OTE through performance and successful deal origination **.

Ideal Profile

**Relentless Drive**

Willingness to work long hours, travel, and outwork others to win mandates, build relationships, and uncover opportunities.

**Communication**

High level of comfort speaking with executives and ability to efficiently advocate and lead within the firm.

**Organization**

Disciplined usage of CRM, Outlook, OneDrive, and structured management systems.

**Willingness to Learn**

Market-obsessed with a demonstrated desire to improve skills, industry knowledge, and capital markets fluency daily.

**Relationship Management**

Ability to cultivate and sustain long-term, trust-based relationships with founders, sponsors, and institutional partners; maintains consistent outreach cadence and positions the firm as a strategic, first-call advisor for capital and liquidity events.

Investment Banking Associate

Find Investment Banking Associate jobs in Boston, MA with Savvy's AI Recruiter. Browse opportunities from top companies and get matched with roles that match your skills using our intelligent recruitment system.