Investment Banking Analyst

Investment Banking Analyst

About the Opportunity

• Our client is a leading middle-market investment banking and corporate finance advisory firm seeking an Investment Banking Analyst to join its growing team. 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.

Position Overview

The Investment Banking Analyst will play a key role in the execution of M&A advisory engagements, capital markets transactions, and valuation assignments. Analysts work closely with Associates, Vice Presidents, and Managing Directors to support transaction execution and client deliverables from initial engagement through closing.

Key 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.

Qualifications

• The ideal candidate is highly analytical, detail-oriented, and motivated to build a long-term career in investment banking.
• Requirements include:
• 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.

Why Join

• 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.

Compensation

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