Investment Banking Analyst
Investment Banking Analyst
Location: Birmingham, MI
About the Opportunity
Our client is a growing middle-market investment banking advisory firm seeking an Investment Banking Analyst to join its team in Michigan. The firm provides M&A advisory, capital raising, valuation, and strategic financial advisory services to privately held and family-owned businesses across a variety of industries. This position offers significant exposure to live transactions, direct client interaction, and mentorship from senior banking professionals.
The ideal candidate will possess strong analytical capabilities, financial modeling expertise, exceptional attention to detail, and a desire to build a long-term career in investment banking.
Key Responsibilities
- Build and maintain complex financial models, including discounted cash flow (DCF), comparable company, precedent transaction, and leveraged buyout (LBO) analyses.
- Assist in the execution of mergers and acquisitions, capital raising engagements, and strategic advisory projects.
- Prepare client presentations, confidential information memorandums (CIMs), management presentations, investor materials, and pitch books.
- Conduct industry, market, and company-specific research to support ongoing advisory engagements.
- Analyze financial statements and operating performance to identify key business drivers and valuation considerations.
- Participate in due diligence processes, including coordinating data requests and reviewing financial information.
- Assist in managing transaction timelines, buyer and investor outreach processes, and overall deal execution.
- Prepare valuation analyses and strategic alternatives assessments for clients.
- Support senior bankers in business development initiatives and client relationship management efforts.
- Collaborate closely with associates, vice presidents, directors, and managing directors on multiple transactions simultaneously.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 1-3 years of experience in investment banking, valuation advisory, transaction services, corporate development, public accounting, or a related financial services role.
- Strong understanding of financial statement analysis, corporate finance, and valuation methodologies.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience building integrated financial models preferred.
- Exceptional quantitative, analytical, and problem-solving skills.
- Strong organizational skills and ability to manage multiple deadlines in a fast-paced environment.
- Excellent verbal and written communication abilities.
- High degree of professionalism, initiative, and attention to detail.
Preferred Qualifications
- Previous experience supporting M&A transactions or capital raising engagements.
- Familiarity with private equity, family-owned businesses, and middle-market companies.
- Exposure to valuation, financial due diligence, or transaction advisory services.
- Progress toward CFA, CPA, or other financial certifications is a plus.
What the Firm Offers
- Competitive base salary and performance-based bonus opportunity.
- Direct exposure to senior leadership and clients.
- Significant transaction execution experience across a variety of industries.
- Entrepreneurial, collaborative, and team-oriented culture.
- Professional development and mentorship opportunities.
- Comprehensive benefits package including medical, dental, vision, and retirement savings plans.
Expected Compensation:
Base: $70k - $115k
Bonus: 25-100%
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.