Investment Banking Analyst

Overview

• Contribute to impactful M&A advisory projects in a fast-paced environment, supporting private market investors with strategic insights and financial modeling expertise.
• Develop high-impact presentations, CIMs, and process letters to articulate transaction highlights and strategic rationale.
• Engage in transaction execution, client interaction, and negotiation, facilitating seamless communication and documentation management.
• Build and maintain detailed financial models, delivering valuation analysis and strategic recommendations.
• Coordinate due diligence workflows, ensuring timely completion of milestones and managing stakeholder deliverables.
• Conduct industry and company research to support valuation analysis and strategic positioning.
• Maintain databases of comparable transactions, public company statistics, and industry benchmarks.
• Work in a hybrid environment, combining remote flexibility with on-site collaboration opportunities.

Key Responsibilities & Duties

• Develop and deliver high-impact PowerPoint presentations for client pitches and investor communications.
• Prepare CIMs, process letters, and bid analysis summaries to support deal execution.
• Schedule and participate in management presentations and diligence meetings.
• Coordinate and respond to counterparty Q&A throughout the transaction lifecycle.
• Build and maintain detailed financial models, including valuation metrics and scenario analysis.
• Manage information requests and track deliverables across internal and external stakeholders.
• Conduct industry and company research to support strategic recommendations.
• Maintain and update target lists, creating detailed target profiles.

Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• Minimum of 1 year of experience, with 2 years preferred, in investment banking or related roles.
• Strong financial modeling skills and proficiency in valuation analysis.
• Sharp PowerPoint capabilities for creating impactful presentations.
• Working understanding of the M&A advisory process and transaction structuring.
• Ability to manage due diligence workflows and coordinate deliverables effectively.
• Experience in conducting industry and company research for strategic insights.
• Proven ability to maintain databases and track comparable transactions.