Investment Banking Analyst
4 weeks ago
We are seeking a highly motivated and detail-oriented Financial Analyst to join our team at Bridgepoint Investment Banking. As a key member of our deal teams, you will play a pivotal role in managing the deal process from origination to execution.
Key Responsibilities:- Deal Execution: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials.
- Financial Modeling: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources.
- Client Diligence: Participate in the due diligence of current and potential clients and prospects.
- Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans.
- Client Materials: Prepare high-quality client presentations and industry reports.
- Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers.
- Business Development: Build prospecting lists for MDs to attend industry events and conferences.
- Bachelor's Degree required (not a current student)
- Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)
- Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality.
- Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth.
- Attention to Detail: Exhibit strong attention to detail and personal accountability.
- Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus.
- Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure.
- Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up.
- Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment.
- Teamwork: A team player who is energetic, responsive, and takes initiative.
- Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
- Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.
- In-office position located in Omaha, NE (not considering remote candidates)
- Hybrid - Omaha in-office Monday through Thursday, virtual Fridays unless needed in office from time to time
- Medical, Dental and Vision coverage 100% premium coverage for employee, 25% for dependents
- Flexible PTO
- 401K
- Annual firm retreat
- Employer-sponsored employee giving
- Corporate Chaplain and access to performance coaches
We are committed to creating a vibrant and dynamic environment for our team members, where everyone has the opportunity to grow and thrive. If you are a motivated and detail-oriented individual who is passionate about finance and investment banking, we encourage you to apply for this exciting opportunity.
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