Investment Banking Analyst

Overview

This Investment Banking Analyst role supports end-to-end execution of client transactions, including mergers and acquisitions (M&A) and capital-raising initiatives. Responsibilities include preparing pitchbooks, conducting industry research, and coordinating with internal teams. The ideal candidate is detail-oriented, self-driven, and motivated by finance and investment banking.

Responsibilities

• Transaction Execution Support: Assist with M&A transactions, precedent deals, private placements, and fundraising initiatives by preparing financial analyses, transaction summaries, and supporting documentation such as trading comparable multiples.
• Sell-Side Pitch Creation: Develop sell-side pitch materials to support client mandates, highlighting strategic opportunities and value propositions to potential investors and buyers.
• Pitchbook and Presentation Preparation: Prepare slides and support senior team members in producing high-quality presentation materials for client meetings, ensuring alignment with client objectives and strategic discussion.
• Industry and Market Research: Conduct in-depth industry, market, and product research to monitor current events, valuation trends, key financial metrics, and competitive landscapes; provide actionable insights to clients and senior bankers.
• Transaction Execution: Gather financial data, perform detailed analyses, and support seamless execution of transactions including M&A deals, IPOs, private equity settlements, and other advisory services.
• Business Development Support: Support senior bankers with business development by preparing background materials and identifying potential opportunities for client engagement and pipeline growth.
• Project and Team Support: Facilitate communication between clients, advisory teams, and internal stakeholders. Help manage timelines and deliverables while ensuring high-quality outputs under tight deadlines.

Requirements

• Education: Bachelor’s degree in Finance, Economics, Business, or related field.
• Experience: At least 2 years of relevant experience in investment banking, management consulting, corporate development, accounting, or valuation. Candidates from management consulting, accounting, and valuation backgrounds are welcome to apply.
• Preferred: Previous exposure to M&A transactions or relevant internship experience.
• Technical Skills:
  • Strong financial modeling skills in Excel
  • Proficiency in PowerPoint for client-facing materials
  • Familiarity with financial databases and research tools (e.g., Capital IQ, PitchBook) is a plus
• Language Skills: Fluent/advanced English required (written and verbal) due to regular interaction with international clients and teams.
• Soft Skills:
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Effective project and time management skills
  • Ability to work independently in a fast-paced, high-pressure environment
  • Strong client service orientation and teamwork mindset
• Certifications: CFA Level I candidate or higher (preferred but not required).

Compensation & Benefits

• Not specified.

Location

• Fully remote work