Investment Banking Analyst - Origination Team

Key Responsibilities

• Sell-Side Origination & Market Research: - Identify and research privately held, founder-led, and sponsor-backed companies across GrowthPoint’s technology coverage areas that may be candidates for a sell-side M&A process. - Develop industry landscapes, target lists, and company profiles to support mandate sourcing efforts.
• Outbound Outreach & Engagement Support: - Assist in executing outbound origination initiatives, including drafting personalized email and LinkedIn outreach, preparing call materials, and supporting follow-up efforts. - Help senior bankers engage founders and executives in early-stage conversations regarding strategic alternatives.
• Pipeline Management & CRM Ownership: - Maintain ownership of CRM data integrity, including opportunity tracking, activity logging, and pipeline reporting. - Monitor origination activity, follow-ups, and engagement progression to ensure consistent execution and visibility.
• Performance Tracking & Reporting: - Track key business development metrics such as outreach activity, meetings scheduled, NDAs executed, and progress toward signed engagements. - Prepare regular reports for senior leadership to support strategic planning and origination effectiveness.
• Founder & Client Interaction: - Support communication with founders, executives, and other stakeholders with a high degree of professionalism, discretion, and attention to confidentiality. - Gain exposure to relationship management in a sell-side advisory context.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Engineering, or a related field with a strong academic record.
• 1–3 years of experience in investment banking, corporate finance, consulting, or business development; relevant internship experience is acceptable.
• Strong understanding of financial statements and corporate finance fundamentals.
• Exceptional research, analytical, and organizational skills with strong attention to detail.
• Excellent written and verbal communication skills; ability to tailor messaging to senior executives and founders.
• Proficiency in Excel and PowerPoint; familiarity with databases such as 451 Group, Capital IQ, PitchBook, or SourceScrub preferred.
• Self-starter with the ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
• Interest in technology, growth-stage companies, and investment banking.

Ideal Candidate Profile

• Hightly organized, disciplined, and process-oriented.
• Commercially curious with an interest in founder-led businesses and M&A.
• Resilient and persistent, with comfort in outbound outreach and follow-up.
• Confident, professional, and discreet when interacting with senior executives.
• Collaborative team player with a strong work ethic and ownership mindset.
• Comfortable operating in an ambiguous environment where initiative and judgment are valued.

What We Offer

• Exposure to high-growth technology companies and strategic advisory transactions.
• Hands-on experience supporting deal origination and senior bankers.
• Close mentorship in a collaborative, team-oriented environment.
• Entrepreneurial culture with a flat structure and meaningful growth opportunities.
• Competitive compensation and benefits.