Analyst I or II, Financial Sponsors Group

Investment Banking Analyst II

The Investment Banking Analyst II is responsible for supporting the execution of complex financial transactions and strategic initiatives within Corporate & Investment Banking. This role involves advanced financial modeling, credit analysis, and due diligence activities to support deal teams in underwriting, structuring, and presenting client solutions. The Investment Banking Analyst II is expected to demonstrate increasing autonomy, contribute to idea generation, and support senior bankers in client engagement and transaction execution.

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Apply accounting, corporate finance, credit, and capital markets concepts to support transaction analysis and execution.
• Develop a strong working knowledge of various legal documents governing transactions.
• Build and refine financial models to assess company performance, credit trends, and transaction viability.
• Conduct initial and ongoing due diligence, including credit research, comparable debt analysis, and ratings assessments.
• Perform accounting, business, and legal due diligence for new and existing clients.
• Analyze financial statements and market data to support credit and corporate finance evaluations.
• Prepare client-facing materials including pitch books, market updates, and transaction summaries.
• Synthesize large volumes of financial and qualitative data to support strategic recommendations and client solutions.
• Distribute market commentary, economic updates, and pricing information to internal and external stakeholders.
• Develop proficiency in third-party financial platforms and maintain internal databases used by the business.
• Manage multiple concurrent projects and priorities with oversight from associates and senior bankers.
• Communicate project status, timelines, and deliverables effectively across deal teams.
• Support internal initiatives related to process improvement, data integrity, and operational efficiency.
• Provide informal mentorship to Analyst I team members, offering guidance on technical skills, modeling best practices, and professional development.
• Perform other duties as assigned, adapting to evolving business needs and team priorities.

Minimum requirements:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1 3 years of relevant experience in capital markets or advisory work and/or Investment Banking or Private Equity Internship.
• Demonstrated academic or professional exposure to financial analysis and corporate finance concepts.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses.
• Strong proficiency in Microsoft Excel and PowerPoint.

Required skills:

• Advanced analytical and quantitative skills with the ability to interpret complex financial data.
• Proficiency in financial modeling and presentation development.
• Strong written and verbal communication skills for internal and client-facing deliverables.
• Ability to manage competing priorities in a fast-paced, deadline-driven environment.
• High attention to detail and strong organizational capabilities.
• Ability to work independently and collaboratively within deal teams.
• Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ).

Location -- Cleveland, Ohio 44114