Investment Banking Analyst
Investment Banking Analyst
Location: Cleveland, Ohio
A growing middle-market investment banking platform is seeking an Investment Banking Analyst to join its team. This is an opportunity to work directly alongside senior bankers in a highly entrepreneurial environment focused on M&A advisory, capital raising, and strategic advisory assignments for founder-owned, family-owned, and sponsor-backed businesses. The firm specializes in middle-market transactions and emphasizes extensive exposure to clients, buyers, investors, and deal execution from day one.
Responsibilities
- Support the execution of sell-side M&A transactions, recapitalizations, and capital raising engagements.
- Develop detailed financial models, valuation analyses, and transaction-related materials.
- Assist in the preparation of confidential information memoranda, management presentations, buyer lists, and marketing materials.
- Conduct industry, market, and company-specific research across multiple sectors.
- Participate in due diligence processes and coordinate with clients, buyers, investors, and other transaction stakeholders.
- Analyze strategic alternatives and provide support on value creation and advisory engagements.
- Track transaction activity, market trends, and comparable company analyses to support client discussions and business development initiatives.
Qualifications
- 1-3 years of investment banking, transaction advisory, valuation, corporate development, private equity, or related experience.
- Strong financial modeling, accounting, and valuation skills.
- Demonstrated ability to manage multiple projects in a fast-paced environment.
- Excellent written and verbal communication skills.
- High attention to detail and strong analytical capabilities.
- Proficiency in Excel, PowerPoint, and financial research platforms.
Ideal Background
The successful candidate will be eager to take on meaningful responsibility and work closely with senior dealmakers on live transactions. The firm values individuals who thrive in a collaborative environment and are looking for significant client exposure and hands-on transaction experience early in their careers.
Why This Opportunity?
- Direct exposure to senior bankers and transaction execution.
- Opportunity to work on a variety of middle-market M&A and capital raising engagements.
- Significant client interaction and responsibility from the outset.
- Exposure to founder-owned, family-owned, and private equity-backed businesses.
- Entrepreneurial culture with a focus on high-touch client service and custom-tailored transactions.
This role is ideal for an Analyst looking to join a lean, execution-focused investment banking team where they can develop technically, gain meaningful transaction experience, and build client-facing skills within the middle-market M&A landscape.
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