Associate Job Overview

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Due to internal growth, EdgePoint is seeking an Associate to join its team. The Associate role at EdgePoint is a mission-critical position as the Associate is integral in all phases of the transaction – pitch, marketing, negotiations and closing. An Associate at EdgePoint will have the opportunity to experience high deal velocity, small transaction teams and direct interaction with clients. Associates are rewarded with attractive compensation packages, the ability to learn at an accelerated pace, and the opportunity to advance within the firm.


  • Oversight of all phases of sell-side, buy-side or financing engagements
    • Pitch
    • Client due diligence
    • Presentations, key financial analysis and other transaction-related documentation
    • Buyer due diligence
    • Post-LOI negotiations
  • Assisting in the development of and continued cultivation of client relationships
  • Prepare information memoranda and other transaction-related documentation
  • Manage analysts in the compilation of valuation models and buyer / financing development process
  • Support miscellaneous business development efforts


  • Strong work ethic and detail oriented
  • Comfortable in both team and self-directed settings
  • Ability to work in a fast-paced and dynamic environment
  • Persuasive market making skills
  • Proficient written communication skills with proven process management abilities
  • At least two to five years of experience in investment banking, corporate development, banking, or transactional advisory service in a CPA or consulting firm
  • Highly organized and attentive to detail, and proven process management abilities

Successful Associates at EdgePoint all have similar characteristics – smart, curious, and mature. They also possess the motivation to drive projects through completion and the intellectual curiosity to desire new challenges.


EdgePoint is an Equal Opportunity Employer.

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2000 Auburn Drive, Suite 330, Beachwood, OH 44122 | Phone: 216-831-2430, Toll Free: 800-217-7139