Analyst – Financial Advisory Services

About the role

This posting reflects the type of Financial Advisory Services Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Career Launch AI members gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description represents a typical early-career financial advisory role accessible through our network.

Representative Role Overview

A leading middle-market investment bank or advisory firm may seek a Financial Advisory Services Analyst to support clients on M&A advisory, restructuring, valuations, and strategic financial consulting. These roles are ideal for candidates seeking rigorous analytical work, exposure to client engagements, and structured professional development in corporate finance and advisory services.

Key Responsibilities

• Aid in financial advisory engagements, including M&A, restructuring, and corporate strategy
• Build and maintain financial models, including 3-statement projections, discounted cash flow (DCF), LBO, and accretion/dilution analyses
• Conduct industry research, company analysis, and valuation benchmarking to support client recommendations
• Prepare pitch books, client presentations, and investment memoranda for advisory engagements
• Support due diligence, data room management, and execution of transactions
• Collaborate with senior advisors and cross-functional teams to deliver strategic solutions to clients’ financial and operational challenges

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
• Strong skills in financial modeling, valuations, and data analysis
• Excellent analytical, quantitative, and communication abilities
• Ability to manage multiple workstreams in a fast-paced, deadline-driven environment
• High attention to detail and strong organizational skills
• Prior internship or full-time experience in investment banking, corporate finance, consulting, private equity, audit, or FP&A is beneficial
• Proficiency in Excel, PowerPoint, and common financial research tools

Why This Posting Matters

This Financial Advisory Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including:

• Roles shared directly with Career Launch AI by employers
• Opportunities not publicly posted
• Warm introductions to hiring managers and recruiters
• AI-supported job targeting and application support
• Interview coaching and preparation

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive:

• AI-powered job application automation
• Personalized recruiter outreach
• Automated job applications
• Coaching and interview preparation
• Ongoing support until placement

How to Access Opportunities Like This

Candidates interested in roles of this type must enroll in the Career Launch AI platform. Career Launch Assessment Link.