Investment Banking Analyst II
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About The Role
The Investment Banking Analyst II is responsible for supporting the execution of complex financial transactions and strategic initiatives within Corporate & Investment Banking. This role involves advanced financial modeling, credit analysis, and due diligence activities to support deal teams in underwriting, structuring, and presenting client solutions. The Investment Banking Analyst II is expected to demonstrate increasing autonomy, contribute to idea generation, and support senior bankers in client engagement and transaction execution.
Responsibilities
- Apply accounting, corporate finance, credit, and capital markets concepts to support transaction analysis and execution.
- Develop a strong working knowledge of various legal documents governing transactions.
- Build and refine financial models to assess company performance, credit trends, and transaction viability.
- Conduct initial and ongoing due diligence, including credit research, comparable debt analysis, and ratings assessments.
- Perform accounting, business, and legal due diligence for new and existing clients.
- Analyze financial statements and market data to support credit and corporate finance evaluations.
- Prepare client-facing materials including pitch books, market updates, and transaction summaries.
- Synthesize large volumes of financial and qualitative data to support strategic recommendations and client solutions.
- Distribute market commentary, economic updates, and pricing information to internal and external stakeholders.
- Develop proficiency in third-party financial platforms and maintain internal databases used by the business.
- Manage multiple concurrent projects and priorities with oversight from associates and senior bankers.
- Communicate project status, timelines, and deliverables effectively across deal teams.
- Support internal initiatives related to process improvement, data integrity, and operational efficiency.
- Provide informal mentorship to Analyst I team members, offering guidance on technical skills, modeling best practices, and professional development.
- Perform other duties as assigned, adapting to evolving business needs and team priorities.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 1–3 years of relevant experience in investment banking, corporate finance, capital markets, or financial services.
- Demonstrated academic or professional exposure to financial analysis and corporate finance concepts.
- Securities Industry Essentials (SIE), Series 79, and Series 63 licenses.
- Strong proficiency in Microsoft Excel and PowerPoint.
Skills
- Qualified candidates will bring emerging professional proficiency:
- Advanced analytical and quantitative skills with the ability to interpret complex financial data.
- Proficiency in financial modeling and presentation development.
- Strong written and verbal communication skills for internal and client-facing deliverables.
- Ability to manage competing priorities in a fast-paced, deadline-driven environment.
- High attention to detail and strong organizational capabilities.
- Ability to work independently and collaboratively within deal teams.
- Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ).
- Skills for Success (higher degree of proficiency):
- Financial Modeling: Ability to build and interpret complex models for valuation, credit analysis, and transaction structuring.
- Due Diligence: Experience conducting thorough financial, legal, and operational reviews to assess transaction risk and viability.
- Market Research: Skilled in sourcing and synthesizing market data, economic indicators, and comparable transactions.
- Client Communication: Capable of preparing and delivering high-quality materials tailored to client needs and business objectives.
- Technology Proficiency: Comfortable navigating third-party platforms and internal systems to support deal execution and reporting.
- Team Development: Willingness to support junior team members through informal mentorship, knowledge sharing, and collaborative problem-solving.
Benefits
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional, and social well-being. You can learn more about those programs on our 53.com Careers page.
Pay
Investment Banking Analyst II Total Base Pay Range: $61,200.00 - $125,500.00 USD Annual. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business, and/or individual performance.
Location
Charlotte, North Carolina 28202