Investment Banking Analyst

Overview

A fast-growing U.S.-based investment banking and advisory firm is seeking a Remote Investment Banking Analyst to join its expanding deal execution team. This role offers early-career finance professionals hands-on experience with M&A transactions, financial modeling, valuation, capital raising, and strategic advisory across multiple industries.

Analysts will work directly with Associates, Vice Presidents, and Managing Directors on live transactions involving private equity firms, middle-market businesses, startups, and institutional investors. From day one, analysts are integral to the deal team, contributing to client deliverables, financial analysis, and transaction execution.

This position suits candidates who excel in fast-paced environments, enjoy analytical problem-solving, and aim to advance their careers in investment banking, private equity, corporate finance, or strategy.

Responsibilities

• Build and maintain complex financial models including DCF, LBO, merger models, and operating forecasts
• Perform company valuations using comparable companies, precedent transactions, and discounted cash flow methodologies
• Prepare pitch books, Confidential Information Memorandums (CIMs), management presentations, investor decks, and transaction marketing materials
• Conduct financial statement analysis, market research, and industry benchmarking
• Support live M&A transactions, capital raises, restructurings, and strategic advisory engagements
• Assist senior bankers with due diligence coordination and data room management
• Analyze industry trends, competitive landscapes, and macroeconomic developments impacting clients
• Participate in client calls, internal strategy meetings, and transaction discussions
• Collaborate with analysts, associates, and leadership teams in a fully remote environment
• Utilize Excel, PowerPoint, financial databases, and AI-assisted research tools to streamline analysis

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or a related field
• 0–2 years of experience in investment banking, private equity, valuation, corporate finance, consulting, or transaction advisory
• Strong financial modeling and analytical skills
• Advanced proficiency in Microsoft Excel and PowerPoint
• Understanding of accounting principles, financial statements, and valuation methodologies
• Exceptional attention to detail and ability to manage multiple deadlines simultaneously
• Strong communication and presentation skills
• Ability to work independently in a remote-first environment
• High level of professionalism, work ethic, and intellectual curiosity
• Reliable high-speed internet and dedicated home office setup

Preferred Qualifications

• Internship experience at an investment bank, Big 4 firm, hedge fund, or consulting firm
• Familiarity with Bloomberg, Capital IQ, PitchBook, FactSet, or Refinitiv
• Exposure to M&A transactions, debt financing, or equity capital markets
• Experience with VBA, SQL, Python, or financial automation
• FINRA licensing or progress toward CFA designation
• Experience working with startup, SaaS, healthcare, fintech, or technology clients
• Understanding of private equity and venture capital ecosystems

Compensation & Benefits

• Base salary ranging from $110,000 to $155,000 depending on experience and technical ability
• Annual performance bonus between 30% and 80% of base salary
• Estimated total compensation of $145,000 to $250,000+ on-target earnings
• Deal-closing bonuses and discretionary incentives for top performers
• Fast-track promotion opportunities based on performance rather than tenure
• Annual compensation reviews with merit-based increases
• Fully remote work with flexibility across U.S. time zones
• Comprehensive medical, dental, and vision coverage
• 20 days paid time off plus paid holidays and sick leave
• 401(k) retirement plan with employer match
• Annual learning stipend for certifications, financial modeling courses, and CFA preparation
• Monthly internet and home office reimbursement
• Company-issued laptop and premium financial software access
• Exposure to high-profile transactions and institutional clients
• Direct mentorship from experienced investment bankers and finance leaders
• Clear promotion path from Analyst to Associate to Vice President
• Annual company retreats and quarterly virtual networking events

Location

This is a fully remote position available across U.S. time zones.