Investment Banking Analyst

About Gorman Jones

Gorman Jones is a Nashville-based boutique investment bank specializing in middle-market mergers and acquisitions. We advise founders, entrepreneurs and business owners on some of the most consequential transactions of their careers – from sell-side M&A to growth equity raises and other strategic advisory mandates. We are sector-focused, working with established firms in the Wealth Management industry, primarily Registered Investment Advisors (“RIA”s) that are seeking independence.

Our team combines deep sector expertise with a hands-on, client-first approach. We operate without the bureaucracy of a large institution, which means our analysts work directly with senior bankers and play a meaningful role in transaction execution from day one. Gorman Jones has built a reputation for delivering exceptional outcomes for our clients in an industry that is undergoing extensive consolidation. 

The Role

We are seeking a driven and detail-oriented Investment Banking Analyst ideally with at least one year of prior investment banking experience to join our growing team in Nashville. This is a high-impact, hands-on role for someone who thrives in a fast-paced environment and wants to take on meaningful M&A transaction execution responsibilities. You will work directly alongside senior bankers on live M&A transactions, playing a critical role in deal execution from pitch through closing.

Responsibilities

• Prepare client-ready pitchbooks, teasers, confidential information memoranda (CIMs), supporting financial data books, M&A process letters, buyer logs and bid summaries
• Coordinate due diligence processes, manage virtual data rooms and track buyer/seller workstreams
• Interact directly with clients, buyers, and legal and accounting advisors in parallel with senior bankers 
• Support business development through market screening, target identification and deal origination activities
• Build and maintain complex financial models, including DCF, LBO, accretion/dilution and comparable company analyses 

Qualifications

• 1+ years of investment banking experience (bulge bracket, middle market, or boutique)
• Proficiency in Excel and PowerPoint
• Command of various valuation methodologies and financial modeling
• Familiarity with sellside M&A processes
• Strong attention to detail with the ability to manage multiple workstreams under deadline pressure
• Excellent written and verbal communication skills