Investment Banking Analyst

About the Role

Location: Greater Philadelphia Area, PA. Type: Perm (Contingency). Atlantic Group is hiring an Investment Banking Analyst in Greater Philadelphia, PA for our client, supporting middle-market M&A, restructuring, financing, and other transaction advisory engagements. This role will provide hands-on exposure throughout the deal lifecycle, including financial modeling, company analysis, due diligence, transaction execution, and direct collaboration with senior bankers, clients, and investors.

Responsibilities

• Transaction Execution: Support M&A, restructuring, financing, and other advisory transactions from initial analysis through closing.
• Financial Modeling: Build and maintain financial models, valuation analyses, and transaction-related financial analyses to support deal execution.
• Due Diligence: Analyze financial statements, operating performance, company information, and transaction data while supporting diligence activities.
• Market Research: Conduct company, industry, and market research to support transaction strategy and financial analysis.
• Deal Materials: Prepare financial analyses, transaction materials, presentations, and other documentation for senior bankers, clients, and investors.
• Client & Deal Support: Coordinate transaction activities while working closely with senior team members and external stakeholders throughout the deal process.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required.
• Experience: Minimum of 1+ years of investment banking, transaction advisory, valuation, accounting, corporate finance, or related experience is preferred, with 6+ months of relevant experience considered.
• Industry Knowledge: Experience analyzing financial statements, transactions, valuations, or commercial businesses is required, with M&A, restructuring, transaction services, or investment banking exposure preferred.
• Technical Skills: Advanced Microsoft Excel skills and strong financial modeling capabilities are required, along with proficiency in PowerPoint and financial analysis.

Skills & Attributes

• Strong analytical, quantitative, communication, writing, interpersonal, attention to detail, and ability to manage multiple priorities in a transaction-driven environment are required.

Compensation

Salary: $75,000 – $85,000 per year + bonus.

Schedule

Monday to Friday (Hybrid).