Investment Banking Analyst

The firm advises privately held businesses, family-owned companies, entrepreneurs, and financial sponsors on mergers & acquisitions, capital raising transactions, business valuations, and strategic financial matters across a variety of industries. This position offers the opportunity to work directly with senior bankers and clients on live transactions while developing core investment banking, valuation, and financial modeling skills in a collaborative and entrepreneurial environment.

Responsibilities

• Develop detailed financial models, valuations, and merger analyses.
• Perform company, industry, and market research.
• Prepare financial presentations, confidential information memoranda (CIMs), pitch books, management presentations, and other transaction materials.
• Assist with due diligence processes and data room management.
• Support buy-side and sell-side M&A transaction execution.
• Analyze financial statements, business performance, and key operating metrics.
• Identify and evaluate strategic and financial buyers, acquisition targets, and capital providers.
• Participate in client meetings, management presentations, and transaction discussions.
• Collaborate with senior bankers to deliver exceptional service and execution for clients.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field with a strong academic record.
• 1-3 years of relevant experience in investment banking, valuation, transaction advisory, corporate finance, public accounting, or related financial services.
• Strong understanding of accounting, corporate finance, and valuation methodologies.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience building three-statement financial models and performing valuation analyses.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated work ethic, professionalism, and desire to learn.

Preferred Qualifications

• Previous experience supporting M&A transactions.
• Exposure to discounted cash flow (DCF), comparable company analysis, and precedent transaction analysis.
• CPA, CFA, or progress toward a relevant professional designation is a plus.

Benefits

• Direct exposure to live M&A and corporate finance transactions.
• Significant responsibility and client interaction early in your career.
• Mentorship from experienced investment banking professionals.
• Opportunity to work across diverse industries and transaction types.
• Clear path for professional development and advancement within the firm.

Pay

Base: $70k - $100k
Bonus: ~30% - 70%