Remote IB Analyst: Client & Investor Relations

Post Oak Group; Mexico; On-site; PHP 4,702,000 - 7,210,000; Full time

Job summary

Post Oak Group is seeking an Investment Banking Analyst – Client & Investor Relations to join our Investment Banking division. The role is focused on supporting the firm’s relationships with clients and investors throughout active transactions.

This role involves coordinating communications, managing follow-ups, preparing transaction updates, organizing meetings, responding to information requests, and ensuring timely and professional support, with additional financial analysis and modeling

Qualifications

• Strong written and verbal communication skills.
• Understanding of investment banking and corporate finance.
• Highly organized with ability to manage multiple clients and deadlines.
• Proficiency in financial modeling and valuation.

Responsibilities

• Support day-to-day relationships with the firm’s investment banking clients and investors.
• Coordinate client and investor communications, updates, follow-ups, and information requests.
• Assist senior bankers with managing client relationships and transaction-related communications.
• Help manage investor relationships throughout active transactions.
• Coordinate client and investor meetings, scheduling, materials, and follow-up items.
• Prepare professional emails, client updates, meeting summaries, and other transaction communications.
• Track investor activity, client deliverables, transaction progress, and outstanding action items.
• Maintain organized records across multiple active engagements and ensure timely follow-through.
• Assist clients and investors with administrative and transaction-related requests.
• Provide execution and administrative support to senior members of the Investment Banking division.
• Review company financial statements and other transaction materials.
• Build and review financial models, projections, and transaction analyses as needed.
• Assist with valuation and financial analysis.
• Prepare assumptions, projections, and sensitivity analyses.
• Review financial information and models for accuracy and consistency.
• Support other transaction execution activities as required.

Skills

Communication

Client service

Financial analysis

Financial modeling

Advanced Excel

Investment banking

Time management

Tools

Excel

MS Office

Job description

Post Oak Group is seeking an Investment Banking Analyst – Client & Investor Relations to join our Investment Banking division. The role is focused on supporting the firm’s relationships with clients and investors throughout active transactions.

This role involves coordinating communications, managing follow-ups, preparing transaction updates, organizing meetings, responding to information requests, and ensuring timely and professional support, with additional financial analysis and modeling