Investment Banking Analyst II - Commercial & Industrial Services (New York or Chicago)
About The Position
Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to public and private stock issuances. The role works across all aspects of the transaction process, including participating in drafting sessions, new business proposals, and due diligence meetings. The analyst conducts research using primary data sources, selects information for analysis of key themes and trends, and provides financial modeling input into business cases, costs, and schedules that support business growth. The role also involves preparing and editing materials for different audiences, analyzing problems to identify solutions, and interpreting financial information to support business decisions. The position is resident-based in New York or Chicago. Compensation includes a base salary and may include additional compensation, discretionary bonuses, or commissions. The company describes a people-first culture grounded in client-first service, integrity, independence, and a conservative, long-term perspective.
Requirements
- Bachelor’s degree in Accounting (required).
- Bachelor’s degree in Business Administration (required).
- Bachelor’s degree in Finance (required).
- 3 to 6 years of general work experience.
Responsibilities
- Formulate new business proposals.
- Develop company forecasts and valuations.
- Evaluate merger and acquisition scenarios.
- Prepare documents related to public and private stock issuances.
- Participate in transaction processes, including drafting sessions, new business proposals, and due diligence meetings.
- Conduct research using primary data sources and select information for analysis of key themes and trends.
- Provide financial modeling input into business cases, costs, and schedules to support business growth.
- Write and edit materials for different target populations, tailoring tone and content to audience needs.
- Analyze problems and issues to identify appropriate solutions.
- Determine and analyze trends in collected data to support reports and decision-making.
- Apply analytical processes and procedures to support research schedules.
- Interpret patterns, trends, relationships, and implications in data to draw conclusions and answer critical questions.
- Interpret financial information to support business decision-making.
Benefits
- Medical, dental, and vision coverage may be available.
- Life insurance may be available.
- Critical illness and accident insurance may be available.
- Disability benefits may be available.
- Retirement savings may be available.
- Paid time off, including vacation, holidays, and sick leave, may be available.
- Parental leave may be available.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
