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About the Role

The Investment Banking Associate II performs complex analytical and high-level support functions, providing data and reporting support for Corporate & Investment Banking teams. This role involves producing high-quality analysis and presentation materials, with a Senior Associate potentially leading the evolution of pitch materials, modeling, and transaction execution, including oversight of junior analysts.

Responsibilities

Build and understand complex financial models.
Perform complex financial analysis with minimal oversight.
Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
Complete research and maintain information databases as required.
Work well as part of a team in a high stress environment.
Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
Manage priorities while working on a number of high priority opportunities simultaneously.
Complete basic credit and corporate finance overview and analysis independently.
Serve as support to the Managing Directors and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
Interact with all important constituencies in the course of executing and closing loan transactions.
Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of total relevant investment banking M&A experience, including prior Associate-level responsibilities.
Proven project leadership across multiple concurrent transactions with tight deadlines; ability to manage across senior bankers and external advisors.
Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
Advanced proficiency in Microsoft Excel and PowerPoint.

Skills

Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations.
Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.
Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.
Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation.
Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.
Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).
Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.
Client Impact: Elevate client dialogue with insights on valuation, credit, process strategy, and market dynamics.
Commercial Acumen: Support origination with idea generation and by identifying cross-sell opportunities across the platform.
Team Building: Develop junior talent through structured feedback, training moments, and role-modeling of best practices.
Risk Management: Proactively identify and mitigate operational, reputational, and compliance risks.

Location

Dallas, Texas 75201

Work Type

Full-time

Experience Level

5-7 years of relevant investment banking M&A experience
Associate-level responsibilities

Education Level

Bachelor’s degree in Finance, Accounting, Economics, or a related field
MBA or relevant advanced degree/certification (e.g., CFA) preferred but not required

Salary/Compensations

82,100.00 - 172,500.00 USD Annual

Benefits

Comprehensive benefits and differentiated compensation offerings
Eligible to participate in an incentive compensation plan
Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

About the Company

Make banking a Fifth Third better®
We connect great people to great opportunities.
Discover a career in banking at Fifth Third Bank.
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture.

Equal Opportunity

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.