PKF O'Connor Davies

Director - Investment Banking

Job Locations US-NY-New York | US-MA-Boston | US-NY-NY NYC NJ CT
# of Openings


As a Director in PKF Investment Banking you will rapidly assume significant responsibilities related to business development, pitching for, and executing lower middle-market mergers and acquisitions. This is an opportunity to join an entrepreneur minded firm established in 2020 which is supported by a leading accounting and advisory firm. In this position, you will have the ability to significantly impact the firm’s growth and success.


We are looking for a professional who is desirous of a lengthy career in investment banking with considerable experience in a given sector.

Essential Duties

  • Lead business development efforts in a particular sector
  • Interface with clients and take a lead role in executing transactions
  • Oversee buyer and market research
  • Oversee financial modeling and analysis
  • Develop and participate in pitch presentations
  • Hire and train junior staff
  • Review work product of others
  • Contribute to marketing, process, and system improvements


  • Ability to lead transactions with reasonable support from managing director
  • Agile leader that can exercise sound judgement under pressure
  • Effective communication skills, both written and verbal
  • Strong analytical and problem-solving skills
  • Proven project management and leadership skills
  • Detail oriented but with ability to see the big picture
  • Self-starter and driven but effective working as part of a team
  • 4-year degree required
  • Minimum of 10 years professional experience
  • Minimum of 7 years’ experience in investment banking executing M&A transactions
  • Series 79 and 63 licenses
  • Software, Technology, Consumer, Healthcare, or other significant sector experience preferred
  • Live in the tristate to Boston geographic area


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