Our client is a highly reputable middle-market investment bank focused on advising founder-owned businesses, private equity sponsors, and corporate clients on M&A and strategic advisory transactions. The firm's team is experiencing strong deal flow and is seeking a Senior Analyst to support transaction execution across a variety of sectors, including Environmental Services, Industrial & Infrastructure Services, Commercial & Residential Services, Professional Services, and Technology & Information Services.
Responsibilities
Support senior bankers throughout the execution of sell-side and buy-side M&A transactions
Build and maintain detailed financial models, including valuation analyses and transaction-related modeling
Conduct industry research, market analysis, and company due diligence
Prepare client-facing presentations, pitch materials, CIMs, management presentations, and other marketing documents
Assist with transaction marketing efforts, buyer outreach processes, and diligence coordination
Work directly with senior bankers and clients in a collaborative, fast-paced environment
Qualifications
2+ years of Investment Banking Analyst experience required
Prior M&A transaction execution experience, preferably with sell-side exposure
Strong financial modeling, valuation, and accounting skills
Proven ability to support live transactions and create client presentation materials
Exceptional written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
SIE, Series 79, and Series 63
If you're interested in learning more, please apply today and a member of our team will reach out with additional information.