Investment Banking Analyst

2 weeks ago


Washington, United States OLSEN PALMER LLC Full time

Job DescriptionJob Description

ANALYST

Olsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. office. The candidate will work directly with and for the firm’s senior partners across and throughout current and prospective client engagements.

The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable experience in investment banking, commercial banking, management consulting, or accounting. The candidate must be conscientious, mature, and poised, as they will immediately become a critical member of the deal team, interacting directly with clients. The candidate should also possess exceptional quantitative abilities, advanced proficiency with Excel, PowerPoint and Word, strong oral and written communication skills, refined organizational and time management capabilities, and an ability to succeed in a small-team setting.

Areas of responsibility will include:

Preparing financial and valuation analyses

Manipulating pro forma merger models

Creating client presentations and pitch/marketing materials

Drafting offering memorandums for M&A transactions

Supporting client relationships, attending client meetings, and interacting directly with clients at relevant stages of live engagements

Researching deal-specific and/or business development matters including market, economic, and demographic data; company information; and competitive analysis

Training and mentoring analysts and interns

Interest in ascending to a senior banker position at an accelerated pace over time and willingness to develop proficiencies in the skill sets required to make such a transition

Targeted credentials include:

0-2+ years experience exclusively or predominantly in investment banking, particularly in financial institutions M&A, or comparable in-house corporate buy-side M&A experience

Fluency with financial institutions / depository financial statements

Proficient with S&P Global

Strong undergraduate academic credentials from a top tier school with a preferred major in Finance, Accounting, or Economics

Motivated, conscientious, creative, mature, and poised

Strong analytical skills and attention to detail

Excellent verbal and written communication skills

Ability to multi-task

Team player

SIE Exam and Series 79 and 63 certifications strongly preferred

Company Description

Olsen Palmer is an independent, nationally-recognized investment banking firm that exclusively advises financial institutions across the full spectrum of Mergers & Acquisitions.

Visit olsenpalmer.com for more information.

Company DescriptionOlsen Palmer is an independent, nationally-recognized investment banking firm that exclusively advises financial institutions across the full spectrum of Mergers & Acquisitions.\r\rVisit olsenpalmer.com for more information.

#J-18808-Ljbffr



  • Washington, Washington, D.C., United States Selby Jennings Full time

    Investment Banking Analyst will be responsible for:Preparing and delivering presentations throughout the deal execution period.Assisting in the execution of M&A transactions, mostly on sell-side M&A, some buy-side M&A.Conducting extensive industry, market, and company-specific research.Building and maintaining client relations with established and...


  • Washington, United States OLSEN PALMER LLC Full time

    Job Description Job Description ANALYST Olsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. office. The candidate will work directly with and for the firm’s senior partners across and throughout current and prospective client engagements. The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable...


  • Washington, United States Olsen Palmer LLC Full time

    Job DescriptionJob DescriptionANALYSTOlsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. office. The candidate will work directly with and for the firm’s senior partners across and throughout current and prospective client engagements.The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable...


  • Washington, United States Olsen Palmer LLC Full time

    Job DescriptionJob DescriptionANALYSTOlsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. office. The candidate will work directly with and for the firm’s senior partners across and throughout current and prospective client engagements.The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable...


  • Washington, United States Prospect Rock Partners Full time

    About the job Investment Banking Sr. Analyst Software M&A Our client, a boutique investment bank specializing in software M&A, is actively looking to add an experienced Analyst to their growing team. The role will be based in Washington D.C. H1B transfers considered on a case by case basis. Key Responsibilities: • Analysis of companies, transaction...


  • Washington, United States Prospect Rock Partners Full time

    About the job Investment Banking Sr. Analyst Software M&A Our client, a boutique investment bank specializing in software M&A, is actively looking to add an experienced Analyst to their growing team. The role will be based in Washington D.C. H1B transfers considered on a case by case basis. Key Responsibilities: • Analysis of companies, transaction...

  • Investment Analyst

    5 days ago


    Washington, United States IFC Systems Corporation Full time

    **Investment Analyst** **Job #**: - req27290**Organization**: - World Bank**Sector**: - Treasury**Grade**: - GE**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Washington, DC,United States**Required Language(s)**: **Preferred Language(s)**: **Closing Date**: - 5/24/2024 (MM/DD/YYYY) at 11:59pm...

  • Financial Analyst

    4 days ago


    Washington, United States Integrated Federal Solutions Full time

    As affiliates of the PCI Federal Services group of companies, PCI Government Services LLC has a passion for our team members and their personal mission for success. We offer excellent insurance, leave and developmental benefits along with some flexibility for remote work opportunities. Come join our organization and be part of an exciting team supporting our...

  • Financial Analyst

    7 days ago


    Washington, United States Integrated Federal Solutions Full time

    As affiliates of the PCI Federal Services group of companies, PCI Government Services LLC has a passion for our team members and their personal mission for success. We offer excellent insurance, leave and developmental benefits along with some flexibility for remote work opportunities. Come join our organization and be part of an exciting team supporting our...


  • Washington, Washington, D.C., United States Selby Jennings Full time

    Description:Assume a pivotal role in driving the transaction execution process forward.Lead the development and supervision of intricate financial analyses and model preparations across diverse transaction types.Conduct thorough valuation and pricing analyses to inform strategic decision-making.Craft Confidential Information Memorandums (CIMs), management...


  • Washington, United States SelectLeaders Full time

    Senior Investment Analyst, Capital Markets Opportunity for performance discretionary bonus. Comprehensive benefits package including health insurance, dental, vision, parental leave, 401k company profit sharing, PTO, and more. Position Summary: KLNB’s Washington, DC Office and Industrial Capital Markets' team is a high-volume investment sales transaction...

  • Energy Policy

    2 months ago


    Washington DC, United States Capstone Full time

    We are in search of an associate with specialized expertise in energy policy. Energy Analysts are responsible for developing unique investment ideas based on rigorous policy analysis. They interact regularly with politicians, regulators and other policymakers, as well as investors across the U.S energy sector. The ideal candidate will have exceptional...


  • Washington, Washington, D.C., United States World Bank Full time

    Investment Analyst – Climate and Sustainable FinanceJob #:req25318Organization:IFCSector:InvestmentGrade:GETerm Duration:3 years 0 monthsRecruitment Type:Local RecruitmentLocation:Washington, DC,United StatesRequired Language(s):EnglishPreferred Language(s):Closing Date:12/30/2023 (MM/DD/YYYY) at 11:59pm UTCDescriptionIFC a member of the World Bank Group...


  • Washington, United States Selby Jennings Full time

    Description:Assume a pivotal role in driving the transaction execution process forward.Lead the development and supervision of intricate financial analyses and model preparations across diverse transaction types.Conduct thorough valuation and pricing analyses to inform strategic decision-making.Craft Confidential Information Memorandums (CIMs), management...

  • Healthcare Policy

    7 days ago


    Washington, United States Capstone DC Full time

    We are in search of an analyst with specialized expertise in health care policy. Analysts are responsible for developing unique investment ideas based on rigorous policy analysis. They interact regularly with politicians, regulators and other policymakers, as well as investors across the US health care sector. The ideal candidate will have exceptional...


  • Washington, United States augmentjobs Full time

    Job DescriptionJob DescriptionOverview: Sales & Trading (S&T) professionals in investment banking play a crucial role in financial markets. They facilitate the buying and selling of financial instruments such as stocks, bonds, commodities, and derivatives. S&T teams connect institutional investors, such as hedge funds, pension funds, and asset managers, with...


  • Washington, United States augmentjobs Full time

    Job DescriptionJob DescriptionOverview: Sales & Trading (S&T) professionals in investment banking play a crucial role in financial markets. They facilitate the buying and selling of financial instruments such as stocks, bonds, commodities, and derivatives. S&T teams connect institutional investors, such as hedge funds, pension funds, and asset managers, with...

  • Healthcare Policy

    6 days ago


    Washington, United States Capstone Full time

    We are in search of an analyst with specialized expertise in health care policy. Analysts are responsible for developing unique investment ideas based on rigorous policy analysis. They interact regularly with politicians, regulators and other policymakers, as well as investors across the US health care sector. The ideal candidate will have exceptional...


  • Washington DC, United States Capstone Full time

    We are in search of an analyst with specialized expertise in financial services policy. Analysts are responsible for developing unique investment ideas based on rigorous policy analysis for our client base comprised of capital market and private equity investors. They interact regularly with politicians, regulators and other policymakers, as well as...

  • Healthcare Policy

    2 months ago


    Washington DC, United States Capstone Full time

    We are in search of an analyst with specialized expertise in health care policy. Analysts are responsible for developing unique investment ideas based on rigorous policy analysis. They interact regularly with politicians, regulators and other policymakers, as well as investors across the US health care sector. The ideal candidate will have exceptional...