Investment Banking Analyst

Northland Securities•Ridgewood, NJ

21h•Onsite

About The Position

The primary focus of the Investment Banking Analyst is to play a critical role in supporting the execution of transactions and client engagements across both the Capital Markets and M&A verticals within a dynamic middle-market investment bank. This role requires strong financial modeling capabilities, deal execution experience, and the ability to manage multiple workstreams across capital raising and advisory mandates.

Requirements

BA/BS degree required.
2-3 years of relevant investment banking, capital markets, or private equity experience
FINRA SIE, 7, 63 and Series 79 License (or equivalent registrations) or commitment in offer letter to complete the required registrations within 180 days.
Strong technical skills in financial modeling and valuation techniques.
Excellent communication, presentation, and interpersonal skills.
Highly organized with the ability to manage multiple projects under tight deadlines.
Proficiency in Microsoft Office Suite: Excel, Word, PowerPoint and Outlook
Proficiency with Capital IQ and Pitchbook
Strong quantitative and analytical skills
Strong communication, interpersonal and organizational skills.
Develops and maintains internal and external relationships.
Demonstrate strong work ethic and commitment to team atmosphere.
Ability to multitask and manage time effectively.
Strong attention to detail.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards.
Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

Responsibilities

Origination and execution of debt and equity capital markets transactions, including public offerings and private placements.
Prepare and review offering memoranda, investor presentations, term sheets, and due diligence materials.
Conduct market analysis, public market comps and investor cross-holding analysis.
Liaise with internal capital markets and institutional sales team, legal counsel, operations and compliance to coordinate transaction execution.
Assist in the execution of buy-side and sell-side M&A transactions, including preparing pitch books, information memoranda, management presentations, and valuation materials.
Perform in-depth company and industry research and due diligence.
Develop and maintain complex financial models for valuation purposes including DCF, LBO, comparable company, and precedent transaction analyses.
Manage the due diligence process and coordinate with internal teams to help manage clients, buyers/sellers, and third-party advisors.
Coordinate and review the work of analysts and interns on deal teams.
Maintain internal databases and transaction tracking tools.
Ensure quality control of client deliverables and adherence to timelines.
Contribute to thought leadership and business development efforts, including industry research and pitch preparation.
Employee is responsible for additional job duties as maybe assigned by the Co-Heads of Investment Banking and the Company.