Investment Banking Analyst

Oaklyn Consulting is seeking an Investment Banking Analyst with 1–2 years of relevant experience to support transaction execution, financial analysis, research, and presentation development in the context of transaction advisory engagements for client, referral partner relationship management and marketing. This role is ideal for someone who is curious, analytical, detail-oriented, highly responsive, and motivated to grow in a collaborative, client-focused investment banking environment.

The mission of this role is to help the firm serve more clients by providing high-quality analytical and operational support across engagements, and by supporting ongoing sales, marketing and channel partnership efforts

• Read, interpret, and analyze financial statements (income statement, balance sheet, cash flow statement)
• Identify run-rate financial characteristics of businesses
• Benchmark financial ratios and operating metrics
• Conduct valuation, credit analysis, and comparable company/transaction research
• Present analysis clearly using spreadsheets and presentation materials

• Research and rank potential buyers, investors, lenders, or deal partners
• Develop buyer/investor lists by analyzing market landscapes, investment criteria, deal histories, and financial profiles
• Score and prioritize prospects using structured research methodologies

• Create client-facing materials using firm-approved templates
• Organize and maintain client files and engagement documentation
• Deliver draft materials for internal review and revise based on feedback
• Ensure materials are accurate, polished, and client-ready

• Follow and enhance Standard Operating Procedures across Oaklyn’s core skillsets
• Participate in internal review discussions and project planning
• Enable senior team members by anticipating needs and proactively supporting engagements
• Support marketing initiatives, whether on behalf of clients who need to be connected to potential buyers and investors or on behalf of the firm

• Actively listen, learn, ask questions, and continuously improve technical and professional skills
• Embrace feedback and iterative improvement

• Bachelor’s degree in a quantitative field (business, sciences, engineering, etc.)
• 1–2 years of relevant experience in banking, investment banking, corporate finance, corporate strategy, consulting, transaction advisory, financial planning & analysis, or similar roles
• Strong foundation in accounting, financial analysis, and valuation concepts
• Proficiency with Microsoft Excel and Power Point
• Demonstrated track record of working collaboratively and developing followership among peers and colleagues
• Ability to manage multiple tasks and deadlines simultaneously

• Financial statement analysis and ratio benchmarking
• Business valuation and transaction analysis
• Corporate strategy frameworks and analysis
• Research and synthesis of qualitative and quantitative data
• Spreadsheet modeling and presentation development
• Familiarity with mergers & acquisitions processes
• Familiarity with consultative or relational sales methodologies
• Comfort using productivity tools, including spreadsheets, presentation software, and Large Language Models

• Efficiency and strong follow-through
• Honesty, integrity, and ethical judgment
• Organization, planning, and time management
• Analytical rigor and intellectual curiosity
• Attention to detail and accuracy
• Responsiveness, proactivity, and ownership
• Clear written and verbal communication
• Empathy, adaptability, and professionalism
• Ability to work collaboratively and independently
• Comfort with ambiguity and iterative improvement
• Discretion and sound judgment with sensitive information

• Efficiency and strong follow-through
• Honesty, integrity, and ethical judgment
• Organization, planning, and time management
• Analytical rigor and intellectual curiosity
• Attention to detail and accuracy
• Responsiveness, proactivity, and ownership
• Clear written and verbal communication
• Empathy, adaptability, and professionalism
• Ability to work collaboratively and independently
• Comfort with ambiguity and iterative improvement
• Discretion and sound judgment with sensitive information