Investment Banking Senior Analyst - M&A

An intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The role also serves as an intermediary in trading for clients, acting as a strategic advisor by formulating investment strategies and raising capital.

Responsibilities

• Work with senior Banking, Capital Markets, and Advisory (BCMA) officers and professionals, participating in client transactions, projects, or assignments as the junior member of the Investment Banking team.
• Organize and analyze sophisticated financial data used in client proposals and strategic plans.
• Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
• Conduct economic and financial research.
• Evaluate a company’s financial performance compared to overall industry and market trends.
• Build complex financial models for valuation purposes.

Requirements

• 2–5 years of relevant experience.
• Series 79 and 63 licenses.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Ability to work under pressure in a rapidly changing environment to meet deadlines.
• Bachelor’s degree/University degree or equivalent experience.

Pay

Full-time salary range: $110,000.00 – $135,000.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.

Schedule

Full time.

Location

New York, New York, United States.