Investment Banking Analyst Jobs

About The Position

Requirements

• 1–2 years of direct experience in Investment Banking, M&A, or Capital Markets, with proven client interaction; or 2–4 years of relevant experience in public accounting (e.g., Big 4)
• Bachelor’s degree required
• Demonstrated aptitude for quantitative and qualitative analysis, with a strong understanding of financial statements, financial modeling, valuation, and company or industry analysis
• Excellent written and verbal communication skills, with the ability to express ideas in a clear, persuasive, and organized manner
• Ability to manage multiple workstreams simultaneously in a fast‑paced, transaction‑oriented environment
• Self‑starting, team‑oriented professional who can work independently and collaboratively in a flat organization
• High degree of maturity, professionalism, and integrity, with strong attention to detail and a positive, hardworking attitude
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Experience with financial data and research platforms such as S&P Capital IQ, Bloomberg, PitchBook, or similar tools

Nice To Haves

• Exceptional academic performance with relevant coursework in finance and accounting preferred
• Attendance in a formal investment banking or corporate banking training program preferred, but not required

Responsibilities

• Participate in all phases of the transaction lifecycle, from pitch and origination through execution and closing
• Prepare pitch materials and update presentation decks for prospective and existing client meetings
• Prepare detailed transaction marketing materials, including confidential information memoranda (CIMs) and management presentations
• Perform extensive financial modeling and valuation analysis, including analysis of deal structures and transaction alternatives
• Manage due diligence workstreams, including populating, organizing, and administering virtual data rooms
• Directly liaise with clients’ C‑suite and senior management teams to prepare marketing materials and respond to diligence and information requests
• Conduct comprehensive company and industry research, and develop analytical materials and perspectives for internal and client use
• Analyze financial model outputs and client information to formulate conclusions and recommendations for discussion with deal teams and clients
• Research financial and strategic buyers and support outreach and engagement with potential counterparties
• Participate in client meetings and, as appropriate, meetings with prospective buyers and investors