Investment Banking Analyst

Key Analyst Responsibilities Include:

• Prepare, analyze, and explain client/potential client financial statements and key business metrics
• Develop detailed financial projections for client/potential clients
• Prepare valuations using multiple valuation methodologies
• Support the development of offering materials (also known as CIMs), pitchbooks and presentations through PowerPoint to support the sale of a client’s business or help the firm win new engagements
• Support senior bankers by developing lists of potential buyers for our engagements
• Assist with the transaction due diligence process by working closely with clients and 3rd party advisors to maintain meticulous records
• Support senior teammates in pitching business and executing transactions as needed, including traveling to assist with client closing activities at the end of a transaction
• Conduct macroeconomic, industry-specific, and company-level research in the support of the firm’s quarterly reports that tracks trends within the industry
• Work with senior bankers to manage weekly deal pipeline report in the firm’s Hubspot CRM
• Travel to sites around the country for closing activities, client meetings and events. Applicants should expect to travel 4-10 times a year, and some of this travel occurs on weekends

Basic Qualifications:

• B.A. or B.S. in Finance, Accounting, or Business with demonstrated academic excellence
• 2+ years of Big-4 accounting experience in either transaction advisory/valuations or audit with heavy financial statement exposure

Key Analyst Responsibilities Include:

• Prepare, analyze, and explain client/potential client financial statements and key business metrics
• Develop detailed financial projections for client/potential clients
• Prepare valuations using multiple valuation methodologies
• Support the development of offering materials (also known as CIMs), pitchbooks and presentations through PowerPoint to support the sale of a client’s business or help the firm win new engagements
• Support senior bankers by developing lists of potential buyers for our engagements
• Assist with the transaction due diligence process by working closely with clients and 3rd party advisors to maintain meticulous records
• Support senior teammates in pitching business and executing transactions as needed, including traveling to assist with client closing activities at the end of a transaction
• Conduct macroeconomic, industry-specific, and company-level research in the support of the firm’s quarterly reports that tracks trends within the industry
• Work with senior bankers to manage weekly deal pipeline report in the firm’s Hubspot CRM
• Travel to sites around the country for closing activities, client meetings and events. Applicants should expect to travel 4-10 times a year, and some of this travel occurs on weekends

Basic Qualifications:

• B.A. or B.S. in Finance, Accounting, or Business with demonstrated academic excellence
• 2+ years of Big-4 accounting experience in either transaction advisory/valuations or audit with heavy financial statement exposure