Investment Banking Analyst

The Investment Banking Analyst role involves providing research, analysis, and transaction support in M&A, private capital placement, and other strategic and financial transactions for clients in the technology industry. The Analysts work closely with senior team members and are responsible for tasks such as researching and analyzing data, identifying industry trends, developing financial models, conducting business valuations, and preparing client presentations. Proficiency with various information databases, Microsoft Office tools, and accounting concepts is required, along with experience in transaction analysis and corporate finance theory. This role offers an excellent opportunity for individuals with a strong interest in numbers and technology.

• Work in a support capacity for senior members of the advisory team
• Research, gather, and analyze data
• Identify industry-specific trends and issues, including financial information, incoming profiles of prospects, and competitor performance
• Work closely with potential clients to obtain, collate, and organize business and financial data
• Develop and refine client pro forma forecasts, financial models, valuation models, and similar analytical models, as well as other client reports
• Perform in-depth interrogation of clients about business financials and performance
• Conduct business valuations using different valuation methodologies
• Provide evaluation and analysis of businesses to influence outcomes and decisions
• Prepare client presentations, Confidential Information Memoranda, and similar materials used to win and execute the advisory business
• Communicate and prepare materials to support recommendations to team and stakeholders

• Proficiency with Capital IQ, PitchBook, Bloomberg, Thomson Reuters and similar information databases
• Expert with Microsoft Word, Excel, and Powerpoint
• Basic understanding of accounting concepts and the ability to analyze profit & loss statements, balance sheets, and related financial reports, and communicate insight, patterns and trends
• Experience drafting and producing client presentations and related materials
• Proficiency, with experience of no fewer than five transactions, with Discounted Cash Flow Analysis, Leveraged Buyout Analysis, Comparable Publicly-Traded Company Analysis, and Precedent M&A Transaction Analysis
• Understanding of Corporate Finance theory and practice, including the Capital Asset Pricing Model and calculation of the Weighted Average Cost of Capital and a company’s Beta
• Experience compiling and managing an electronic data room

• Strong academics in mathematics, computer science, business administration, accounting, economics, finance or equivalent numbers discipline
• Bachelor's degree or more from a leading university or college
• Preferable prior experience with an investment banking firm, transaction services firm, financial due diligence advisor, or accounting firm
• Will consider those who come from an audit background, preferably from one of the Big 4
• A minimum of 2 years relevant work experience
• Salary: $80K - $100K pa OTE