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Investment Banking Analyst

2 months ago

Dallas, United States Sage Search Partners Full time

Sage Search is working with a growing Investment Bank looking to add an analyst to their Dallas team.


Responsibilities:

  • Conduct in-depth financial analysis, including modeling and valuation assessments.
  • Develop comprehensive presentation materials for client meetings, including confidential and strategic documents.
  • Perform extensive research on companies and industries, creating detailed reports and insights for client presentations.
  • Analyze data and financial outcomes to identify key information and support decision-making processes.
  • Collaborate on the creation of pitch materials and transaction-related documentation for client engagements.


Qualifications:

  • 2 years of experience in financial analysis, modeling, and business valuation.
  • Strong oral and written communication skills, with the ability to convey ideas clearly and persuasively.
  • Proven ability to work independently, consistently following up on tasks and responsibilities.
  • Demonstrated strength in both quantitative and qualitative analysis, with a solid understanding of financial concepts and industry research.
  • Self-motivated team player with strategic thinking skills, thriving in dynamic and fast-paced environments.
  • High level of professionalism, integrity, and a proactive, positive attitude.
  • Exceptional attention to detail.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.