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.

Job Type: Full-time

Pay: $85,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Relocation assistance
• Vision insurance

Physical Setting:

• Office

Education:

• Bachelor's (Required)

Experience:

• Investment banking: 1 year (Required)
• Financial modeling: 1 year (Required)

Ability to Commute:

• Delray Beach, FL (Preferred)

Ability to Relocate:

• Delray Beach, FL: Relocate with an employer provided relocation package (Required)

Work Location: In person