Investment Banking Analyst

Job Description

Investment Banking Experienced Analyst

Location: New York, NY

Compensation: $100,000–$120,000 base salary + bonus

Experience: 1+ year of full-time investment banking experience

About the Opportunity

We 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, with specific sector focus in Industrials and Consumer, middle-market deals 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 counterparties as responsibilities increase
• Provide analytical and execution support across multiple transactions simultaneously

Preferred Qualifications

• 2+ 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 PowerPoint
• 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

Ideal Candidate Profile

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

• Base Salary: $100,000–$120,000
• Bonus: Eligible for performance-based bonus compensation
• Location: New York City
• Employment: Full-time, NYC-based