Investment Banking Analyst
Investment Banking Analyst
About the Opportunity
Our client is a leading middle-market investment banking and corporate finance advisory firm seeking an Investment Banking Analyst to join its growing team. The firm advises privately held businesses, family-owned companies, entrepreneurs, and financial sponsors on mergers & acquisitions, capital raising transactions, business valuations, and strategic financial matters across a variety of industries.
This position offers the opportunity to work directly with senior bankers and clients on live transactions while developing core investment banking, valuation, and financial modeling skills in a collaborative and entrepreneurial environment.
Position Overview
The Investment Banking Analyst will play a key role in the execution of M&A advisory engagements, capital markets transactions, and valuation assignments. Analysts work closely with Associates, Vice Presidents, and Managing Directors to support transaction execution and client deliverables from initial engagement through closing.
Key Responsibilities
- Develop detailed financial models, valuations, and merger analyses.
- Perform company, industry, and market research.
- Prepare financial presentations, confidential information memoranda (CIMs), pitch books, management presentations, and other transaction materials.
- Assist with due diligence processes and data room management.
- Support buy-side and sell-side M&A transaction execution.
- Analyze financial statements, business performance, and key operating metrics.
- Identify and evaluate strategic and financial buyers, acquisition targets, and capital providers.
- Participate in client meetings, management presentations, and transaction discussions.
- Collaborate with senior bankers to deliver exceptional service and execution for clients.
Qualifications
The ideal candidate is highly analytical, detail-oriented, and motivated to build a long-term career in investment banking.
Requirements include:
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field with a strong academic record.
- 1-3 years of relevant experience in investment banking, valuation, transaction advisory, corporate finance, public accounting, or related financial services.
- Strong understanding of accounting, corporate finance, and valuation methodologies.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience building three-statement financial models and performing valuation analyses.
- Excellent written and verbal communication skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Demonstrated work ethic, professionalism, and desire to learn.
Preferred Qualifications
- Previous experience supporting M&A transactions.
- Exposure to discounted cash flow (DCF), comparable company analysis, and precedent transaction analysis.
- CPA, CFA, or progress toward a relevant professional designation is a plus.
Why Join
- Direct exposure to live M&A and corporate finance transactions.
- Significant responsibility and client interaction early in your career.
- Mentorship from experienced investment banking professionals.
- Opportunity to work across diverse industries and transaction types.
- Clear path for professional development and advancement within the firm.
Compensation
Base: $70k - $100k
Bonus: ~30% - 70%
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 resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, 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.Â
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.Â
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.