Investment Banking Analyst I – M&A

• Perform complex financial analysis, financial modeling, and transaction due diligence supporting underwriting, execution, and idea generation
• Complete training and support obtaining required securities licenses within policy guidelines
• Develop accounting, corporate finance, credit, and capital markets concepts for transactions
• Build financial models analyzing performance and credit trends
• Perform transaction due diligence, including credit research, comparable debt, and ratings analysis
• Conduct accounting, business, and legal due diligence for new and existing clients
• Research and assess financial information
• Prepare pitch materials, market updates, economic updates, pricing information, and client meeting materials
• Synthesize information to help senior deal-team members develop client solutions
• Develop proficiency in third-party platforms and assist with database maintenance
• Manage multiple high-priority opportunities under oversight from associates and senior bankers
• Communicate project status and prioritization with deal team members
• Perform other duties as assigned

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Demonstrated academic or professional exposure to financial analysis and corporate finance concepts
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses; licenses may be obtained immediately after start date within company policy timeframe
• Strong proficiency in Microsoft Excel and Power Point
• 0–2 years of relevant work or internship experience in finance, accounting, or a related field
• Strong analytical and quantitative skills
• Ability to interpret financial data and trends
• Effective written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong attention to detail and organizational skills
• Ability to work collaboratively and independently
• Authorization to work in the U.S. without current or future employment-based immigration sponsorship
• Graduating Class of 2027
• GPA of 3.3 or higher
• Experience or demonstrated interest in Corporate & Investment Banking, Leveraged Finance, and/or Capital Markets is a plus
• Relevant internships and co-op program experience
• Familiarity with third-party financial platforms and databases such as Bloomberg and Capital IQ

Demonstrates strong financial analysis and modeling capabilities, with proficiency in Microsoft Excel and PowerPoint. Possesses the ability to conduct due diligence and synthesize information to support client solutions in a fast-paced environment.

• Financial Analysis
• Financial Modeling
• Securities Licenses
• Microsoft Excel Proficiency
• Due Diligence

• Financial Analysis
• Financial Modeling
• Transaction Due Diligence
• Credit Research
• Accounting Concepts
• Corporate Finance Concepts
• Quantitative Skills
• Data Interpretation
• Pitch Material Preparation
• Market Update Analysis

• Effective Communication
• Attention to Detail
• Organizational Skills
• Collaboration
• Time Management

• Securities Industry Essentials (SIE)
• Series 79 License
• Series 63 License

• Corporate Finance
• Investment Banking
• Leveraged Finance
• Capital Markets
• Financial Trends

• Bloomberg
• Capital IQ
• Third-Party Financial Platforms
• Database Maintenance