Investment Banking Analyst

2 days ago

Washington, Washington, D.C., United States Olsen Palmer LLC Full time
Job Overview

Olsen Palmer LLC is a leading investment banking firm that exclusively advises financial institutions across the full spectrum of Mergers & Acquisitions. We are seeking a highly skilled and motivated Analyst to join our team in Washington, D.C.

The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable experience in investment banking, commercial banking, management consulting, or accounting. The candidate must be conscientious, mature, and poised, with exceptional quantitative abilities, advanced proficiency with Excel, PowerPoint and Word, strong oral and written communication skills, refined organizational and time management capabilities, and an ability to succeed in a small-team setting.

Responsibilities will include:

  • Preparing financial and valuation analyses
  • Manipulating pro forma merger models
  • Creating client presentations and pitch/marketing materials
  • Drafting offering memorandums for M&A transactions
  • Supporting client relationships, attending client meetings, and interacting directly with clients at relevant stages of live engagements
  • Researching deal-specific and/or business development matters including market, economic, and demographic data; company information; and competitive analysis
  • Training and mentoring analysts and interns
  • Interest in ascending to a senior banker position at an accelerated pace over time and willingness to develop proficiencies in the skill sets required to make such a transition

Targeted credentials include:

  • 0-2+ years experience exclusively or predominantly in investment banking, particularly in financial institutions M&A, or comparable in-house corporate buy-side M&A experience
  • Fluency with financial institutions / depository financial statements
  • Proficient with S&P Global
  • Strong undergraduate academic credentials from a top tier school with a preferred major in Finance, Accounting, or Economics
  • Motivated, conscientious, creative, mature, and poised
  • Strong analytical skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to multi-task
  • Team player
  • SIE Exam and Series 79 and 63 certifications strongly preferred

Company Description

Olsen Palmer is an independent, nationally-recognized investment banking firm that exclusively advises financial institutions across the full spectrum of Mergers & Acquisitions. Visit olsenpalmer.com for more information.

  • Investment Banking Professional

    6 days ago

    Washington, Washington, D.C., United States Levo Resources Full time

    Job OverviewWe are seeking an experienced Investment Banker to join our team at Levo Resources. As a key member of our investment banking group, you will be responsible for sourcing and closing transactions, providing advisory services, and developing client relationships.Key ResponsibilitiesDeal Sourcing & Closing: Identify and pursue buy-side and sell-side...

  • IT Investment Portfolio Analyst

    1 month ago

    Washington, Washington, D.C., United States A1FED, Inc. Full time

    Position OverviewA1FED, Inc. is seeking an experienced IT Investment Portfolio Analyst to support our Federal Government initiatives. The successful candidate will possess a strong background in the following areas:Business Case FormulationPortfolio OversightAcquisition Strategy and ExecutionProgram OversightCapital Planning and Investment Control...

  • Infrastructure Specialist

    4 weeks ago

    Washington, Washington, D.C., United States US051 Mercer Investments LLC Full time

    About the RoleWe are seeking a highly skilled Infrastructure Specialist - Investment Analyst to join our team at US051 Mercer Investments LLC. As an integral part of our infrastructure team, you will be responsible for evaluating real assets markets, identifying and evaluating investment opportunities, and managing client portfolios.Key...

  • Financial Advisory Analyst

    1 month ago

    Washington, Washington, D.C., United States Olsen Palmer LLC Full time

    Job OverviewANALYSTOlsen Palmer LLC is strategically seeking a Financial Advisory Analyst for our team. The selected candidate will collaborate closely with the firm's senior partners on various client engagements, both current and prospective.The ideal applicant will possess direct experience in banking and thrift mergers and acquisitions, or equivalent...

  • Investment Strategy Analyst

    4 weeks ago

    Washington, Washington, D.C., United States Dexis Consulting Group Full time

    Job OverviewDexis Consulting Group is a leading professional services firm dedicated to addressing significant social challenges in intricate environments, contributing to a more secure and prosperous global community.We prioritize diversity, equity, and inclusion, striving to foster a safe atmosphere where diverse backgrounds are celebrated, respect is...

  • Senior Business Investment Analyst

    2 days ago

    Washington, Washington, D.C., United States LS Technologies, LLC Full time

    Job DescriptionLS Technologies, LLC is seeking an experienced Senior Business Investment Analyst to support the Federal Aviation Administration's (FAA) Enterprise Programs, Infrastructure, and Communications Services (EPICS) Support Task Order.Key ResponsibilitiesProvide comprehensive support for the SWIM program, including investment analysis, program...

  • Financial Analyst

    8 hours ago

    Washington, Washington, D.C., United States National Institute of Standards and Technology Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at the National Institute of Standards and Technology. As a Financial Analyst, you will play a critical role in supporting the financial management of our organization.Key ResponsibilitiesPlan, manage, and execute due diligence, evaluation, structuring, negotiation, and execution...

  • Head of Investments

    2 days ago

    Washington, Washington, D.C., United States Inter American Development Bank Full time

    Job Title: Head of InvestmentsWe are seeking a highly skilled and experienced professional to lead our investment team. The successful candidate will be responsible for developing and implementing investment strategies that align with our organization's goals and objectives.Key Responsibilities:Develop and implement investment strategies that maximize...

  • Investment Management Analyst

    4 weeks ago

    Washington, Washington, D.C., United States 5 Legal Full time

    Position OverviewA prestigious AmLaw 100 firm, recognized as a leader in the legal sector, is seeking a talented associate to enhance their Investment Management practice.Key Responsibilities:Engage in investment management and fund formation activities, covering areas such as private equity, credit, hedge funds, venture capital, real estate, secondaries,...

  • Investment Officer

    2 weeks ago

    Washington, Washington, D.C., United States international finance corporation Full time

    Job Title: Investment Officer - Infrastructure FinanceWe are seeking an experienced Investment Officer to join our team at the International Finance Corporation (IFC), a member of the World Bank Group. The successful candidate will be responsible for supporting the development and execution of new business initiatives, including cross-industry collaboration,...

  • Director, Global Non-Bank Financial Institutions

    2 weeks ago

    Washington, Washington, D.C., United States international finance corporation Full time

    Job SummaryWe are seeking a seasoned professional to lead our Global Non-Bank Financial Institutions Department, Financial Institutions Group (FIG). As Director, you will provide strategic leadership and vision to aggressively grow our activities in the non-bank space, expanding avenues for financial inclusion.Key ResponsibilitiesProvide thought leadership...

  • Head of Investments for IDB Retirement Plans

    2 weeks ago

    Washington, Washington, D.C., United States Inter-American Development Bank Full time

    About the RoleWe are seeking a highly experienced and skilled investment professional to lead our Investments team within the Executive Secretariat of the Staff Retirement Plans department (SRP). The successful candidate will be responsible for overseeing the investment activities of the SRP, including the management of five Funds totaling over USD 8 billion...

  • Senior Investment Counselor Manager

    3 weeks ago

    Washington, Washington, D.C., United States Citigroup Inc Full time

    Job DescriptionJob Title: Senior Investment Counselor ManagerJob Summary:The Senior Investment Counselor Manager is a critical role within Citigroup Inc, responsible for managing multiple teams of senior investment professionals. This position requires a broad and comprehensive understanding of various investment systems, theories, and practices, as well as...

  • Real Estate Investment Specialist

    3 weeks ago

    Washington, Washington, D.C., United States The CAZA Group Full time

    Job DescriptionAre you a driven individual looking to kick off your career in real estate sales and investing in Washington D.C.? Whether you're a licensed professional or considering entering this dynamic field, we have a unique opportunity just for you. If you're interested in a role that goes beyond the typical real estate agent position to focus on real...

  • Principal Investment Advisor

    4 weeks ago

    Washington, Washington, D.C., United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our Wealth Management team at The Bank of New York Mellon Corporation. As a key member of our team, you will be responsible for providing comprehensive wealth management advice and solutions to our clients.Key ResponsibilitiesProvide trusted advisor...

  • UAT Business Analyst

    4 weeks ago

    Washington, Washington, D.C., United States The Oakleaf Group Full time

    Job DescriptionThe Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.We differentiate ourselves...

  • Principal/Chief Investment Officer – FIG Capital Market

    2 days ago

    Washington, Washington, D.C., United States international finance corporation Full time

    Job Title:Principal/Chief Investment Officer – FIG Capital MarketJob Summary:We are seeking a highly experienced and skilled Principal/Chief Investment Officer to lead our FIG Capital Markets team. The successful candidate will have a strong track record of delivering sophisticated capital markets and structured finance transactions, and will be...

  • Financial Analyst

    3 days ago

    Washington, Washington, D.C., United States EPITEC Full time

    Job Title: Financial AnalystAt EPITEC, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting our incentives programs by analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Analyze financial information to...

  • President & Chief Executive Officer - Green Bank for Rural America

    2 days ago

    Washington, Washington, D.C., United States African American Alliance of CDFI Full time

    About the RoleThe Green Bank for Rural America, a nonprofit subsidiary of Appalachian Community Capital, is seeking an experienced and visionary leader to serve as the President and Chief Executive Officer (CEO). This is a unique opportunity to join a dynamic organization that aims to deploy green energy investments in low-income rural communities impacted...

  • Operations Analyst

    5 days ago

    Washington, Washington, D.C., United States The Rock Creek Group Full time

    Job Title: Operations AnalystRockCreek is a leading global investment management firm that applies data-driven technology and innovation to sustainable investing. We are seeking an Operations Analyst to join our Operations Team.Key Responsibilities:Perform daily and monthly reconciliation of positions, cash, and valuation with third-party administrators and...