Analyst, Global Investment Banking, Consumer & Retail
About The Position
This role involves conducting quantitative research and analysis on macroeconomic trends, industry dynamics, and company fundamentals. The analyst will prepare client presentation materials, including pitch books and detailed industry overviews across Consumer & Retail sub-sectors. A key responsibility is building and maintaining financial models, such as DCF valuations, trading comparables, precedent transactions, and LBO analyses. The position also supports the evaluation of corporate finance alternatives, including M&A, capital structure optimization, acquisition financing, and debt capital markets transactions. Additionally, the analyst will assist in live deal execution by performing financial and operational due diligence, preparing transaction materials, and tracking workstreams. Collaboration with senior bankers to support client coverage and relationship development is also a core aspect of the role.
Requirements
- Bachelor’s degree or equivalent
- 1+ years of full-time investment banking experience required
- Excellent written & verbal communication skills
- Familiar with computer applications such as MS Outlook, Word, Excel, Claude and ChatGPT
- Securities Industry Essentials (SIE) and Series 79 licenses
- Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Nice To Haves
- Limited interaction with clients
- Works with Analysts, Associates and supports Vice Presidents, Directors, and Managing Directors.
- Regular interaction with senior members of deal team and may occasionally interact with clients.
- Fosters relationships internally within group and other industry and product groups.
- The work environment is based in an office; however, travel outside of the office may be required.
- The environment can require quick turnaround and decision making.
Responsibilities
- Conduct quantitative research and analysis on macroeconomic trends, industry dynamics, and company fundamentals
- Prepare client presentation materials, including pitch books and detailed industry overviews across Consumer & Retail sub-sectors
- Build and maintain financial models, including DCF valuations, trading comparables, precedent transactions, and LBO analyses
- Support the evaluation of corporate finance alternatives, including M&A, capital structure optimization, acquisition financing, and debt capital markets transactions
- Assist in live deal execution by performing financial and operational due diligence, preparing transaction materials, and tracking workstreams
- Collaborate with senior bankers to support client coverage and relationship development
Benefits
- 401(k) program with company-matching contributions
- health, dental, vision, life and disability insurance
- paid time-off plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
