Investment Banking Analyst

Summary

Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL or Cleveland, OH.

The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an Analyst with an entrepreneurial spirit and the ability to work in a high-energy environment. This position offers a competitive compensation structure (relative to experience) with generous benefits and excellent advancement potential.

Main Job Responsibilities:

• Work with Associates and senior leadership to prepare analytical materials covering financial statements, operational performance, and other due diligence-related items. The Analyst will also assist in building and maintaining models that accurately depict client transactions and allow the team to properly analyze companies and scenarios.
• Researching comparable companies and transactions to calculate valuations, industry research, market research, and research used to identify appropriate investors, lenders, or buyers for our client’s deals.
• Preparation of marketing materials: The analyst will assist with the preparation of materials used to market opportunities to potential investors. Strong skills in MS PowerPoint needed.

Experience Required:

• Bachelor’s degree in Finance, Accounting, or other closely related field.
• Background in financial modeling and experience working within, or adjacent to, the debt capital markets arena.
• Proficiency in Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook is highly important.
• Strong communicator with superior organizational and problem-solving skills.
• Ability to work under pressure and manage multiple competing tasks and demands, while maintaining a professional demeanor.
• A team player who can also excel working independently

Licensing Requirements

Post-hiring, the Analyst will be required to take and pass the Series 79 and Series 63 exams, allowing the Analyst to register with FINRA as a licensed Investment Banker. We will support the analyst with the required study materials to prepare for the exams, and the Analyst is expected to pass the exams within a reasonable period of time following the hire date.

Please note that this is not an entry-level position. At least 1+ years of prior experience in investment banking or related fields is required.

We offer competitive compensation packages and opportunities for career growth within our organization. Relocation assistance may be provided.