Investment Banking Analyst

Our client, a growing integrated financial services firm that specializes in lower to middle market investment banking, is looking to add an Investment Banking Analyst to its team in Horsham, PA.

• Build and maintain financial models, including valuation analyses (DCF, precedent transactions, trading comps), transaction structures, capital raises, and liquidity analyses.
• Prepare transaction marketing materials, including teasers, CIMs, and management presentations.
• Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
• Build and manage buyer lists and support buyer outreach tracking throughout sell-side processes.
• Coordinate and manage data rooms and support due diligence work streams.
• Contribute to client presentations, investment committee materials, and internal transaction summaries.
• Participate in client calls and meetings alongside senior bankers, gaining early exposure to deal strategy and client communication.
• Collaborate across the firm's integrated platform to ensure seamless execution and value creation for clients.
• Contribute to internal templates, processes, and best practices as the Investment Banking platform continues to scale.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 1+ years of investment banking, transaction advisory, valuation, or related transaction experience preferred; exceptional candidates with strong internship experience will be considered.
• Solid foundation in financial modeling, valuation methodologies, and Excel.
• Strong written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced deal environment.
• Collaborative, client-focused mindset with a strong work ethic and desire to learn.

• Promotions are fully merit-based. Advancement is driven by performance and contribution, not tenure or class year. Analysts who perform move up quickly.
• Lean deal teams mean meaningful responsibility and direct exposure to senior bankers and clients early, not years of grunt work before you see a live deal.
• A growing platform where your work is visible and your input on processes and templates matters.