Investment Banking Analyst

Sharp Financial•Horsham, PA

3d•Remote

About The Position

As an Investment Banking Analyst, you’ll play a key role in all aspects of transaction execution, from financial modeling and valuation to due diligence and client presentation support. This position calls for strong analytical capabilities, exceptional attention to detail, and the ability to work collaboratively across functional areas to deliver extraordinary outcomes for entrepreneurial-minded clients.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
1+ years of experience in investment banking, corporate finance, private equity, or consulting.
Strong understanding of valuation techniques (DCF, precedent transactions, comparables) and advanced Excel / financial modeling skills.
Excellent communication and presentation abilities; capable of distilling complex information clearly and persuasively.
Strong organizational skills with the ability to manage multiple workstreams under tight timelines.
Demonstrated integrity, collaboration, and client-centric mindset aligned with Sharp’s core values

Responsibilities

Build and maintain detailed financial models to evaluate capital structure scenarios, financing terms, liquidity options, and valuation metrics.
Support the sourcing, evaluation, and structuring of debt, equity, or hybrid financing solutions for client growth or liquidity strategies.
Contribute to M&A transaction execution, including industry and buyer research, pitch material and CIM preparation, deal modeling, and due diligence coordination.
Help craft compelling sell-side or buy-side narratives that communicate client value propositions to investors, lenders, or strategic buyers.
Collaborate closely with internal Sharp teams (Accounting & Tax, Business Strategy, Wealth Management, Family Office, etc.) to ensure integrated and seamless client service.
Prepare and deliver client presentations, internal memos, and transaction summaries to support deal execution and leadership visibility.