Investment Banking Analyst

4 weeks ago

San Francisco, United States BroadOak Capital Partners Full time

Sr. Analyst/Associate will be involved in all facets of BroadOaks investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and BroadOak portfolio companies.

BroadOak Capital Partners is a merchant banking firm providing M&A advisory services and growth capital investments in the life science industry.We offer candidates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies in the life science tools, diagnostics, and service markets.Successful candidates will be expected to assume a substantial amount of responsibility and quickly begin participating in client-facing activities.Candidates will not be limited by their title and will be allowed to assume far greater levels of responsibility as they demonstrate their capabilities.

The specific responsibilities of the Sr. Analyst/Associate include, but not limited to:

Complex financial modeling and valuation analyses

Conducting comprehensive and in-depth company and industry research

Drafting detailed memoranda and presentations describing key attributes of client companies

Participating in due diligence sessions

Managing several projects at once and working effectively as an individual and as part of a team

Regular interaction with clients (willingness to travel is a must)

Developing marketing and pitch materials

Requirements

Live in, or ability to relocate to, San Francisco, CA

1-3 years of directly related investment banking or corporate M&A experience required

Life science, biotech, or healthcare experience is a plus, but not required

Bachelors degree with outstanding academic achievement preferably in fields of finance, economics, engineering, computer science, or related field

High level of proficiency with the Microsoft Office Suite including Excel (CapitalIQ plug-in)PowerPoint, and Word

Excellent verbal and written communication skills

Strong leadership and team working capabilities

Superior work ethic and multi-tasking skills

Professional maturity and experience to interact directly with client and drive execution of transactions

Aptitude to synthesize large amounts of information and develop innovative ideas

Ability to work under pressure and adhere to tight deadlines

Series 79 licensing preferred (or FINRA recognized equivalents)

US work authorization required

by Jobble

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