Financial Analyst - Investment Banking

Job Description
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you. Founded in 1989, KSM Corporate Finance is a premier investment banking firm headquartered in Grand Rapids, Michigan.

KSM Corporate Finance offers a comprehensive range of investment banking and private capital investing advisory services, including buy-side and sell-side M&A, capital raise, succession planning, and valuation services. The ideal candidate will bring 1-3 years of prior experience in investment banking, corporate finance, transaction advisory, or another M&A-focused environment and have a strong interest in advising clients.
Financial Analyst Responsibilities
The financial analyst position serves to support the KSM Corporate Finance team in managing its M&A and capital raise client engagement projects. Specific responsibilities include:

• Perform as a part of a team on sell-side, buy-side and capital raise engagements.
• Perform financial deal analysis using historical and projected financial information.
• Support transaction execution throughout the M&A lifecycle, including financial analysis, due diligence, valuation, and client deliverables.
• Perform and execute financial and industry due diligence.
• Prepare client marketing pitches and management presentations.
• Prepare valuation analyses and build detailed financial models to evaluate acquisition opportunities, capital raises, and strategic alternatives.
• Assist in engagement marketing, planning, and execution.
• Proactively build and maintain direct contact with clients, industry professionals, and prospective clients.
• Actively participate in the firm’s business development activities.

• Bachelor’s degree with a major in Finance, Accounting or Economics.
• 1–3 years of experience in investment banking, corporate finance, transaction advisory, valuation, mergers & acquisitions, or another financial advisory environment.
• Experience supporting buy-side and/or sell-side M&A transactions.
• Internship experience in investment banking will also be considered for entry-level candidates.
• Analytical
  
  Skills:
  
  Candidate must be able to understand business models in detail, produce pertinent research on market trends, competitor products and customer profiles, and be able to support an investment thesis for a specific industry sector or market. This involves due diligence such as visiting companies, speaking with customers, suppliers,…