Investment Banking Analyst — Job Description

Summary
Support deal execution, financial analysis, and client advisory across M&A, capital markets, and strategic financing transactions; produce high‑quality deliverables under tight deadlines.

Key Responsibilities

• Build detailed financial models (DCF, LBO, merger models, accretion/dilution) to support valuation and transaction analysis.
• Prepare pitchbooks, client presentations, CIMs, and marketing materials for live deals and business development.
• Conduct company, industry, and market research; analyze financial statements, KPIs, and comparable transactions/companies.
• Perform valuation analyses using multiples, precedent transactions, and sensitivity/scenario analysis.
• Support deal execution: prepare transaction documents, manage due diligence data rooms, coordinate with legal, tax, and clients.
• Assist in structuring equity and debt financings, IPOs, and secondary offerings; liaise with syndicate and distribution teams.
• Manage project timelines, coordinate internal teams, and ensure accuracy of deliverables and client materials.
• Draft meeting notes, transaction memos, and internal approval materials; present findings to senior bankers.
• Monitor market news, deal flow, and regulatory developments relevant to clients and sectors.
• Mentor analysts/interns and review junior work for quality and consistency.
• Participate in client meetings, roadshows, and calls; prepare Q&A and supporting materials.

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field; advanced degree or relevant coursework preferred.
• 0–3 years investment banking, corporate finance, or relevant transaction experience (analyst/associate levels adjusted by role).
• Strong financial modeling and valuation skills; advanced Excel proficiency.
• Excellent written and verbal communication, attention to detail, and presentation skills (PowerPoint).
• Ability to work long hours under pressure and manage multiple priorities.
• Familiarity with capital markets, M&A processes, and regulatory considerations.
• Professionalism, discretion, and client-facing aptitude.

Preferred Qualifications

• Internship experience in investment banking, private equity, corporate finance, or related fields.
• Technical skills: VBA, Python for financial analysis, Bloomberg, FactSet, Capital IQ.
• Certifications: CFA Level I (or progress toward CFA) or relevant licensing where applicable.
• Sector knowledge (e.g., TMT, healthcare, energy) or language skills for cross-border deals.

Pay: $80.43 – $121.15 per hour

Benefits:

• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Salary packaging

Work Location: In person