Investment Banking Analyst

Investment Banking Analyst Responsibilities

• Two-year investment banking financial analyst position based in Menlo Park, CA.
• Work directly with senior partners across the U.S. with deep global client relationships.
• Direct day-to-day interactions with clients, counter parties, and prospects.
• Work on live engagement immediately on both sell-side and buy-side transactions.
• Prepare prospect and client presentations, financial models, and due diligence materials.
• Conduct detailed industry, financial, and other strategic analyses in support of prospective and existing engagements.
• Perform market and financial valuation analyses – public comparables, precedent M&A, discounted cash flow / LBO modeling, and others.
• Develop executive summaries, management presentations, and other strategic marketing documents to support client transaction processes.
• Assist in transaction execution and management in all aspects, beyond market material development, including data room and diligence support.
• Conduct new business prospecting, research, and attend conferences.

• At least 1 year of full-time work experience in accounting/financial due diligence, valuation, investment banking, private equity, or other relevant positions.
• Adept at foundational tools of the business – Excel, PowerPoint and industry data sources.
• Strong grasp of financial and accounting concepts.
• Excellent writing and verbal communication skills – able to comfortably speak with clients independently.
• Self-starter, entrepreneurial, highly motivated, and resourceful.
• Desirous of learning investment banking with sincere interest in technology sector.
• Strong interpersonal skills, work ethic and team player.
• Must be a resident of the U.S. or have a current work visa to work in the U.S.
• Must be currently living in the Bay Area and be excited and energetic about an in‑office environment based in Menlo Park.
• Looking for a candidate who is interested in a long-term situation with an opportunity to be promoted to Associate and beyond.