Investment Banking Analyst
Listed on 2026-10-05
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Finance & Banking
Financial Analyst, Investment Banking, Corporate Finance, Capital Markets
Compensation: $100,000–$120,000 base salary + bonus
Experience: 1+ year of full-time investment banking experience
About the OpportunityWe are seeking an Investment Banking Experienced Analyst to join a growing middle-market investment banking platform in New York City. The ideal candidate will have at least one year of full-time investment banking experience and a strong foundation in financial modeling, valuation, M&A, and transaction execution.
Candidates with experience at leading middle-market investment banks and advisory firms, including Kroll, PCE, Deloitte, and other comparable firms
, will be strongly considered.
This is an opportunity for an Analyst to gain significant transaction exposure while working closely with senior bankers and middle-market business owners throughout the M&A and capital-raising process.
Key Responsibilities- Support execution of M&A, capital raising, and other strategic advisory transactions
- Build and maintain detailed financial models, including:
- Financial projections
- Discounted cash flow analyses
- Transaction and valuation analyses
- Sources & uses
- Sensitivity and scenario analyses
- Conduct company, industry, and market research to support transaction execution and business development
- Prepare and update Confidential Information Memoranda (CIMs), management presentations, pitch books, teasers, and other marketing materials
- Assist with valuation analyses and comparable company and precedent transaction research
- Support senior bankers in managing transaction processes from initial engagement through closing
- Participate in due diligence processes and coordinate information requests with clients, buyers, lenders, attorneys, accountants, and other transaction professionals
- Analyze financial statements and identify key business and transaction considerations
- Assist with buyer identification, marketing processes, and management presentations
- Communicate directly with clients and other transaction counter parties as responsibilities increase
- Provide analytical and execution support across multiple transactions simultaneously
- 1+ year of full-time investment banking experience
- Experience at a middle-market investment bank or advisory firm preferred
- Strong financial modeling and valuation skills
- Demonstrated understanding of M&A transaction processes
- Excellent financial statement analysis skills
- Strong proficiency in Microsoft Excel and Power Point
- Ability to create high-quality client-facing presentations and written materials
- Strong analytical, quantitative, and problem-solving abilities
- Excellent attention to detail and organizational skills
- Ability to manage multiple projects and deadlines in a fast-paced environment
- Strong written and verbal communication skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
The ideal candidate is an Analyst who has already received rigorous transaction experience and is looking to continue building a career in middle-market investment banking.
The successful candidate will have meaningful exposure to financial modeling, valuation, transaction execution, client interaction, and preparation of marketing and transaction materials
.
Candidates who have worked on middle-market M&A and capital-raising transactions and are comfortable operating in a lean, entrepreneurial investment banking environment will be particularly well suited to the role.
Compensation & Location- Bonus: Eligible for performance-based bonus compensation
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