Investment Banking Analyst

Bridgepoint Investment Banking • Omaha, NE

1d • Hybrid

About The Position

At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York.
Bridgepoint is seeking Analyst candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for firm input, promotion, unmatched client and prospect interaction, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank – focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation.
This is an opportunity for growth, impact and responsibility for the ideal candidate.

Requirements

• Education: Bachelor’s Degree required (not a current student)
• Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)
• Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality.
• Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth.
• Attention to Detail: Exhibit strong attention to detail and personal accountability.
• Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus.
• Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure.
• Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up.
• Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment.
• Teamwork: A team player who is energetic, responsive, and takes initiative.
• Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
• Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.

Nice To Haves

• Experience interacting with senior management and company owners is a plus.
• Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
• Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.
• Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)

Responsibilities

• Deal Execution: Play a pivotal role in deal teams, managing the deal process from origination to execution.
• Financial Modeling: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials.
• Transaction Support: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources.
• Client Diligence: Participate in the due diligence of current and potential clients and prospects.
• Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans.
• Client Materials: Prepare high-quality client presentations and industry reports.
• Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers.
• Business Development: Build prospecting lists for MDs to attend industry events and conferences.

Benefits

• Medical, Dental and Vision coverage | 100% premium coverage for employee, 25% for dependents
• Flexible PTO
• 401K
• Annual firm retreat
• Employer-sponsored employee giving
• Corporate Chaplain and access to performance coaches

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees