Analyst, Investment Banking

G2 Capital Advisors•Boston, MA

1d•Hybrid

About The Position

Analysts support G2’s Sell-Side, Buy-Side and Capital Markets teams on the analysis of companies, industries and markets in support of G2’s business development, M&A and capital raising initiatives. Core day-to-day responsibilities will be conducting strategic research, assisting in the design and preparation of marketing materials, participating in calls and meetings with target clients, and preparing transaction memoranda for our clients. The role affords an opportunity to gain a deep experience in research, performing on both long-term and short-term projects that support the growth of product and industry teams. We're building out our team to meet the demands of rapid company growth and market demand. This is a great opportunity to join a dynamic team at a growth-minded firm.

Requirements

1-2 years of experience in investment banking, capital markets, M&A transaction advisory, strategic market research, or other related field
Demonstrated understanding of corporate finance fundamentals
Strong analytical skills with a desire and interest to learn financial modeling and financial accounting principles
Proven experience researching the market to identify companies that fit a given investment strategy or criteria; ability to synthesize data, apply logic to problems, and quickly present a detailed solution
Highly resourceful and independent thinker who can use analytical skills to move past roadblocks and advance projects forward
Strong expertise in Excel, PowerPoint and CRMs (preferably Salesforce)
Demonstrated desire for feedback, continuous improvement and career growth
A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients
Candidates must have authorization to work in the U.S. to qualify for consideration.

Responsibilities

Provide value-added, consistently accurate and timely third-party research on industries, market trends and M&A activity to support G2's industry and product teams
Develop high-impact, client-facing presentations summarizing key trends identified through research
Build out company profiles based on desktop research and from G2 proprietary information and identify relevant contacts
Thoroughly and diligently update CRM databases with buyer, investor, lender, seller, and client information and ensure the accuracy of data inputs
Collect, prepare, and sort through documents in PowerPoint, Excel, pdf and Word for reporting and analysis
Take diligent notes on internal calls and client meetings
Learn and apply basic financial analysis concepts and skills
Gain valuable first-hand experience within Investment Banking concepts and exposure to senior-level investment banking team members
Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track