Investment Banking Analyst

Responsibilities

• Build and maintain detailed financial models including discounted cash flow, leveraged buyout, and comparable company analyses.
• Prepare initial drafts of Confidential Information Memoranda (CIMs), pitch books, and client presentations.
• Conduct market research and industry analysis to support transaction origination and execution.
• Coordinate data room management and due diligence processes across buyer, seller, and legal teams.
• Support senior bankers in preparing meeting materials, managing buyer outreach lists, and tracking deal timelines.
• Draft internal memos and key transaction documents under supervision.
• Research and compile precedent transaction analyses, including sourcing deal data, benchmarking TEV/EBITDA multiples by sector and size tier, and synthesizing findings into presentation‑ready outputs.
• Assist in the development of comprehensive valuation models integrating multiple methodologies — including precedent transactions, public comparables, and intrinsic value analyses — to support fairness opinions and sell‑side advisory work.

• Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
• 0‑2 years of investment banking corporate finance, or a related analytical role.
• Series 79 and Series 63 licenses required within 90 days of start date.
• Advanced proficiency in financial statement analysis and valuation methodology.
• Strong written and verbal communication skills with client‑facing capability.
• High attention to detail and the ability to manage multiple work streams under deadline pressure.

• Discounted Cash Flow
• Leveraged Buyout
• Comparable Company Analysis
• Financial Statement Analysis
• Market Research
• Data Room Management
• Transaction Document Drafting
• Valuation Models
• Precedent Transaction Analysis
• Client Presentations

• Strong Written Communication
• Strong Verbal Communication
• Attention to Detail
• Ability to Manage Multiple Work streams

• Bachelor's Degree
• Series 79 License
• Series 63 License