Financial Analyst

3 days ago


Richmond, California, United States Navagant Full time
Job Title: Financial Analyst

Estimated Salary: $120,000 - $150,000 per year

Company Overview:

We are experienced investment banking advisors focused exclusively on middle-market M&A for the Education & Training industry.

Key Responsibilities:
  • Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, and management presentations.
  • Create valuation analysis, including comparable companies, comparable transactions, and discounted cash flows.
  • Conduct financial due diligence and industry research.
  • Create detailed operating financial models.
  • Support senior bankers in their relationship management responsibilities.
Requirements:
  • Four-year degree with advanced degree or financial certifications not required, but preferred.
  • Minimum 1+ years of relevant investment banking experience (middle market is important).
  • Current FINRA Series 79 Representative – preferred.
  • Solid personal reputation, exceptional work ethic and professional integrity.


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