Role Description
The Investment Banking Analyst plays a key role in supporting deal execution, financial modeling, and market analysis within the investment banking division. This role provides hands-on experience in mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. The ideal candidate is analytical, detail-oriented, and capable of thriving in a demanding, fast-paced financial environment while delivering high-quality insights and analyses to senior bankers and clients.
Key Responsibilities
* Conduct comprehensive financial analysis, including valuation, discounted cash flow (DCF), comparable company, and precedent transaction analyses.
* Build and maintain detailed financial models to support transaction structuring, pricing, and strategic recommendations.
* Prepare pitch books, presentations, and client materials for M&A, IPOs, debt and equity financings, and strategic advisory projects.
* Perform market, industry, and company research to identify trends, opportunities, and risks.
* Assist in the preparation of marketing documents, offering memorandums, and due diligence materials.
* Support transaction execution by coordinating with internal teams, clients, and external advisors (legal, accounting, etc.).
* Analyze financial statements, assess company performance, and identify key value drivers.
* Monitor capital markets, investor sentiment, and macroeconomic developments relevant to client sectors.
* Contribute to the preparation of management and board-level presentations for strategic decision-making.
* Participate in client meetings and calls, providing analytical and research support to senior team members.
* Maintain databases of financial information, transaction precedents, and valuation benchmarks.
* Ensure the accuracy, consistency, and presentation quality of analytical deliverables.
* Collaborate closely with associates and senior bankers on deal-related tasks and client proposals.
* Manage multiple workstreams simultaneously while meeting tight deadlines under high pressure.
* Uphold confidentiality and integrity in handling sensitive client and market information.
Qualifications
* Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
* 1–3 years of experience in investment banking, corporate finance, or financial analysis (internship experience accepted for entry-level).
* Strong technical skills in financial modeling, valuation, and quantitative analysis.
* Proficiency in Microsoft Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, FactSet, Refinitiv).
* Solid understanding of financial statements, capital markets, and corporate valuation techniques.
* Excellent analytical, problem-solving, and critical-thinking abilities.
* Strong communication and presentation skills with attention to accuracy and detail.
* Ability to work independently and as part of a collaborative, high-performance team.
* Exceptional time management and organizational skills with the ability to handle competing priorities.
* High level of professionalism, integrity, and commitment to excellence.
* Fluency in English required; additional language skills (e.g., French, German, Mandarin) are a plus.
* Willingness to work extended hours when required in a dynamic deal-driven environment.