Investment Banking Analyst

1 week ago


Delray Beach, United States Enterprise Recruiting Company Full time
Job DescriptionJob Description

Summary

Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL.

The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an Analyst with an entrepreneurial spirit and the ability to work in a high-energy environment. This position offers a competitive compensation structure (relative to experience) with generous benefits and excellent advancement potential.

 

Main Job Responsibilities:

  • Work with Associates and senior leadership to prepare analytical materials covering financial statements, operational performance, and other due diligence-related items. The Analyst will also assist in building and maintaining models that accurately depict client transactions and allow the team to properly analyze companies and scenarios.
  • Researching comparable companies and transactions to calculate valuations, industry research, market research, and research used to identify appropriate investors, lenders, or buyers for our client’s deals.
  • Preparation of marketing materials: The analyst will assist with the preparation of materials used to market opportunities to potential investors. Strong skills in MS PowerPoint needed.

Experience Required:

  • Bachelor’s degree in Finance, Accounting, or other closely related field.
  • Background in financial modeling and experience working within, or adjacent to, the debt capital markets arena.
  • Proficiency in Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook is highly important.
  • Strong communicator with superior organizational and problem-solving skills.
  • Ability to work under pressure and manage multiple competing tasks and demands, while maintaining a professional demeanor.
  • A team player who can also excel working independently

Licensing Requirements

Post-hiring, the Analyst will be required to take and pass the Series 79 and Series 63 exams, allowing the Analyst to register with FINRA as a licensed Investment Banker. We will support the analyst with the required study materials to prepare for the exams, and the Analyst is expected to pass the exams within a reasonable period of time following the hire date.

Please note that this is not an entry-level position. At least 1+ years of prior experience in investment banking or related fields is required.

We offer competitive compensation packages and opportunities for career growth within our organization. Relocation assistance may be provided.

 

Company DescriptionOur client is a renowned firm in engineering, architecture, construction, environmental, and consulting. They provide comprehensive services in the energy sector.Company DescriptionOur client is a renowned firm in engineering, architecture, construction, environmental, and consulting. They provide comprehensive services in the energy sector.

  • Delray Beach, United States CareerBuilder Full time

    Job Description Job Description Summary Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL. The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for...

  • Investment Banking Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Manhattan Beach, United States ECHELON Partners Full time

    Responsibilities:As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: investment banking, consulting, and valuation. ECHELON Analysts are involved in a diversity of related tasks which include:·        Sourcing and executing deals·        Delivering written and oral evaluations of business...

  • Lead Direct Investment Analyst

    Found in: Talent US C2 - 2 weeks ago


    Deerfield Beach, United States JM Family Enterprises Full time

    The mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM Family Stakeholders. The Lead Direct Investment Analyst is an integral part...

  • Investment Portfolio Analyst

    Found in: Appcast Linkedin GBL C2 - 3 days ago


    Virginia Beach, United States Spectrum Financial, Inc. Full time

    Job Title: Investment Portfolio Analyst Founded in 1986, Spectrum has been managing investment portfolios for both retail and institutional investors. This position has been created as an addition to an experienced RIA portfolio team that manages two mutual fund families with an AUM of over $750 million. It will require in office presence daily. The...

  • Credit Analyst

    Found in: Appcast Linkedin GBL C2 - 4 days ago


    Palm Beach, United States Great Elm Capital Management, Inc. Full time

    Experienced Credit Analyst Position Summary:Great Elm Capital Management is seeking an experienced Credit Analyst to support its senior investment team and report to the Head of Research. The individual is expected to provide analysis of various industries and the companies within them and make investment recommendations. Expertise in credit research for...

  • Private Equity Analyst

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Vero Beach, United States EGIS Careers Full time

    EGIS Careers is recruiting on behalf of a PE firm with over $1.5 bn in AUM in over 90 transactions with offices in Vero Beach, FL seeking to fill an experienced PE Analyst/Associate vacancy. This firm is dedicated to pursuing investment opportunities with private junior debt and structured equity capital. Some examples of transactions include:Buyouts &...


  • West Palm Beach, United States Point72 Full time

    What you ’ll do Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor. MONTHS 1-8: Academics & Fundamental Research Training Develop sophisticated company analysis and modeling skills from our Academy faculty, investment...

  • Senior Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    West Palm Beach, United States Multi-Billion Dollar Investment Firm Full time

    Senior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...


  • West Palm Beach, United States Multi-Billion Dollar Investment Firm Full time

    Senior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...


  • Ormond Beach, United States Geosam Capital US Venetian Bay LP Full time

    Job DescriptionJob DescriptionGeosam is a private real estate development and management firm with operations in Florida Georgia, North Carolina and Texas. We own and manage several commercial and residential properties and have many exciting new land development and construction projects underway. With Geosam’s success comes growth within our...

  • Analyst, Investment Guideline Compliance

    Found in: beBee S US - 2 weeks ago


    Newport Beach, United States Jobs via EFinancialCareers Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.This is an exciting opportunity to work within the Legal & Compliance department...

  • Analyst, Investment Guideline Compliance

    Found in: beBee jobs US - 2 weeks ago


    Newport Beach, United States Jobs via EFinancialCareers Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.This is an exciting opportunity to work within the Legal & Compliance department...

  • Director, Investment Accounting and Operations

    Found in: Jooble US O C2 - 2 weeks ago


    Palm Beach Gardens, FL, United States Recooty Full time

    Director, Investment Accounting and Operations [REMOTE] 17 Mar 2023 Job Description We have an exciting opportunity to join a growing, boutique alternative investment management firm as a Director, Investment Accounting and Operations. This is an upper-middle management role that will lead the investment accounting for the firm's funds (shadow NAVs and...


  • Manhattan Beach, United States CareerBuilder Full time

    Position Summary: K1 is seeking a Private Equity Business Development Analyst to join our expanding team in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety...


  • Deerfield Beach, United States Regional One Full time

    The Financial analyst is to assist in developing yearly budgets and monthly forecast designed to achieve management strategic plan. The analyst will support management planning and decision-making by identifying, maintaining, and evaluating information. The analyst will provide monthly analysis designed to assist management operating decisions. The analyst...

  • Senior Real Estate Analyst

    Found in: Appcast US C2 - 1 week ago


    Palm Beach Gardens, United States Westbrook Partners Full time

    We are seeking a professional with 2-4 years of commercial real estate asset management experience. The real estate Senior Analyst/Associate in PBG will focus on the management, repositioning and (re)-development of commercial and residential properties located in the various markets in which Westbrook invests, by coordinating with various Westbrook...

  • Senior Real Estate Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Palm Beach Gardens, United States Westbrook Partners Full time

    We are seeking a professional with 2-4 years of commercial real estate asset management experience. The real estate Senior Analyst/Associate in PBG will focus on the management, repositioning and (re)-development of commercial and residential properties located in the various markets in which Westbrook invests, by coordinating with various Westbrook...


  • Manhattan Beach, United States K1 Full time

    Job DescriptionJob DescriptionPosition Summary:K1 is seeking a Private Equity Business Development Analyst to join our expanding team in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an...

  • Banking Center Support Specialist

    Found in: Resume Library US A2 - 5 days ago


    Hallandale Beach, Florida, United States City National Bank of Florida Full time

    Overview: Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals.   Principal Duties &...

  • IT Analyst

    1 week ago


    Manhattan Beach, United States K1 Full time

    Job DescriptionJob DescriptionPosition Summary:K1 is seeking an IT analyst for our Manhattan Beach office! K1 is a Private Equity firm that focuses on high-growth enterprise software companies across the world. Investments range from large leveraged buyouts and roll-up strategies, to minority growth equity for quickly accelerating younger businesses. K1...