Investment Analyst

3 weeks ago


San Francisco, United States Evolve Talent Partners Full time

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


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