Investment Banking Analyst/Associate

4 weeks ago


Tampa, United States Oaklands Global Financial Services Recruitment Full time

Oaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Florida. Our client is actively seeking talented professionals across levels, from second-year Analysts to Senior Associates, who have a strong track record of closed M&A transactions within relevant sectors.


This firm is renowned for its sector-focused, idea-driven approach, providing clients with comprehensive solutions that bridge global capital markets and connect institutional and corporate clients. With a unique global perspective and robust cross-border capabilities, they are strategically positioned to identify and execute opportunities across multiple regions, delivering exceptional value to their clients.


Key Responsibilities:

  • Assist senior bankers in sourcing potential acquisition targets and draft LOIs with target companies.
  • Performing extensive valuation, due-diligence, and pricing analyses as well as financial modelling.
  • Frequent meetings with prospective targets, clients, senior bankers, and other transaction advisors.
  • Coordination of transaction processes, including capital raises and advisory transactions.
  • Preparation of proposals, transaction marketing.
  • Organize and participate in marketing and client meetings.


Qualifications

  • 1 + years M&A experience at a leading Investment Bank.
  • Undergraduate or postgraduate degree in Business, Accounting, Finance or Economics from a top tier schools.
  • Previous experience leading and managing projects.
  • Excellent organizational, execution and time management skills.
  • Team player with competitive drive.
  • Strong communication and presentation skills and able to work with tight deadlines.
  • Exceptional critical thinking and problem-solving ability.
  • Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint.
  • FINRA Series 63 and 79 registrations.


Why work with Oaklands Global?


Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.


If the above opportunity is of interest to you, please apply today to Jason Fontanarosa in confidence.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.


Oaklands Global is acting as an Employment Agency in relation to this vacancy.



  • Tampa, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...


  • tampa, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...


  • tampa, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...


  • Tampa, FL, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...


  • tampa, United States Oaklands Global Financial Services Recruitment Full time

    Oaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Florida. Our client is actively seeking talented professionals across levels, from second-year Analysts to Senior Associates, who have a strong track record of closed M&A transactions within relevant sectors.This firm is...


  • tampa, United States Oaklands Global Financial Services Recruitment Full time

    Oaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Florida. Our client is actively seeking talented professionals across levels, from second-year Analysts to Senior Associates, who have a strong track record of closed M&A transactions within relevant sectors.This firm is...


  • TAMPA, United States USAA Full time

    Why USAA?Let’s do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and...


  • Tampa, United States KPRMT Global Solutions Remote Work Freelance Full time $55 - $60

    Job Description:We are seeking an experienced Senior Business Analyst with a strong background in the wealth management sector within the banking domain. The ideal candidate will have over 10 years of experience, demonstrating expertise in analyzing, designing, and implementing solutions that drive business growth and efficiency within wealth management....


  • Tampa, United States Citigroup Inc Full time

    Manage a portfolio of high-profile clients, ensuring all their queries are acknowledged, investigated, and resolved in a timely and professional manner and in line with departmental standards and meets or exceeds client expectations. Respond to clien Customer Service, Analyst, Associate, Media, Service, Project Management, Retail, Banking

  • Data Quality Analyst

    2 months ago


    Tampa, United States Open Systems Technologies Full time

    The Data Quality Analyst (Data Quality Sr. Analyst) helps to ensure data sourced and provisioned by different areas, meets all required Data Quality standards. In this role, moderately complex and variable issues are evaluated with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and...

  • Data Quality Analyst

    1 month ago


    tampa, United States Open Systems Technologies Full time

    The Data Quality Analyst (Data Quality Sr. Analyst) helps to ensure data sourced and provisioned by different areas, meets all required Data Quality standards. In this role, moderately complex and variable issues are evaluated with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and...

  • Business Analyst

    1 month ago


    tampa, United States LTIMindtree Full time

    About US:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...

  • Business Analyst

    2 months ago


    tampa, United States LTIMindtree Full time

    About US:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...

  • Business Analyst

    3 months ago


    Tampa, United States LTIMindtree Full time

    About US:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...

  • Business Analyst

    3 weeks ago


    Tampa, United States WSN Full time

    WSN is seeking a Business Analyst to place with our client, a major investment bank located in Tampa, FL. No third parties please.The Business Analyst will be assigned to projects and programmes within client Global Wealth. This role holder will lead the business analysis efforts to execute Risk & Controls changes to adapt to new controls and associated...


  • Tampa, United States Danta Technologies Full time

    SAP Treasury Systems Analyst in Tampa, FL(Remote) SAP S/4HANA Treasury and Risk Management (TRM)Core Module Knowledge: In-depth knowledge of SAP S/4HANA Treasury functionalities, including cash and liquidity management, bank account management, in-house cash, and risk management Integration Skills: Understanding how Treasury integrates with other SAP...

  • Research Associate

    1 month ago


    tampa, United States Kopernik Global Investors, LLC Full time

    Kopernik Global Investors, LLC is an SEC-registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. We are looking for a highly motivated Research...

  • Research Associate

    2 months ago


    tampa, United States Kopernik Global Investors, LLC Full time

    Kopernik Global Investors, LLC is an SEC-registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. We are looking for a highly motivated Research...


  • tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...


  • Tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...