Investment Analyst
2 weeks ago
Investment Analyst
Investment Bank
San Francisco, CA
Summary:
A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring an investment analyst. The firm was founded in 2011 and is headquartered in San Francisco where they service clients across the globe. The firm is committed to providing excellent financial and strategic advisory services to clients, which starts with recruiting, training, and retaining the highest-caliber financial professionals.. The Analyst role will work closely with senior bankers in all aspects of a transaction from origination to closing. Analysts have the opportunity to harness their potential by being part of a culture of collaboration and accountability that offers compelling work and immediate direct client exposure.
Responsibilities:
Work on client engagements related to M&A advisory services, capital formation, and other strategic advisory work
Support the development of qualitative and quantitative analyses and presentation materials
Construct and maintain financial models for M&A and financing scenarios
Develop client presentations and transaction-related documents
Research and assimilate market data related to public and private companies
Qualifications:
Bachelors degree
Internship or previous work experience in M&A, private equity, or related investment firm
Detail-oriented with exceptional critical thinking and problem-solving abilities
Capable of managing a variety of transactions and projects simultaneously
Resourceful self-starter; able to work autonomously
General understanding of accounting, finance and investment banking processes
Demonstrated team player and leader
Exceptional analytical, quantitative and communication skills
Able to excel in a dynamic and entrepreneurial environment
Proficient in Excel and PowerPoint
Series 69, 73 and SIE required following employment
Compensation:
$120k + bonus, and exceptional benefits
by Jobble
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