Analyst, Investment Banking

G2 Capital Advisors; Boston (MA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Catered lunch 4 days a week

Generous bonus program

Comprehensive healthcare

Unlimited vacation

401K match

Professional development

Quarterly peer-recognition awards

Team events & outings

Branded swag

Referral bonus

Job summary

G2 Capital Advisors, based in Boston, MA, offers analysts a hybrid work model with 3-4 days in the office. The analyst supports Sell-Side, Buy-Side and Capital Markets teams through strategic research, market analysis, and the preparation of marketing materials and transaction memoranda.

The role provides exposure to investment banking concepts, collaboration with senior team members, and opportunities to manage multiple projects with tight deadlines.

Qualifications

• 1-2 years in investment banking, capital markets, M&A advisory, or related field.
• Strong understanding of corporate finance fundamentals.
• Desire to learn financial modeling and accounting principles.
• Ability to synthesize data and present detailed solutions.
• Strong Excel/PowerPoint skills with CRM experience.

Responsibilities

• Provide third-party research on industries, market trends, and M&A activity.
• Create client-facing presentations summarizing research trends.
• Build company profiles from desktop research and internal data.
• Update CRM with buyer/investor/seller information accurately.
• Prepare documents in PowerPoint, Excel, PDFs, and Word for reporting.

Skills

Investment research

Financial analysis

Market analysis

Client facing

Attention to detail

Time management

Communication

Tools

Excel

PowerPoint

CRM (Salesforce)

Job description

About G2

G2 Capital Advisors (www.g2cap.com) is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart? We’re not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients’ strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients.

About the Role

Analysts support G2’s Sell-Side, Buy-Side and Capital Markets teams on the analysis of companies, industries and markets in support of G2’s business development, M&A and capital raising initiatives. Core day-to-day responsibilities will be conducting strategic research, assisting in the design and preparation of marketing materials, participating in calls and meetings with target clients, and preparing transaction memoranda for our clients. The role affords an opportunity to gain a deep experience in research, performing on both long-term and short-term projects that support the growth of product and industry teams. We’re building out our team to meet the demands of rapid company growth and market demand. This is a great opportunity to join a dynamic team at a growth-minded firm.

Location: Boston, MA office location

Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 3-4 days required in the office. These in-office requirements may be adjusted based on the needs of the business.

What You'll Do

• Provide value-added, consistently accurate and timely third-party research on industries, market trends and M&A activity to support G2's industry and product teams
• Develop high-impact, client-facing presentations summarizing key trends identified through research
• Build out company profiles based on desktop research and from G2 proprietary information and identify relevant contacts
• Thoroughly and diligently update CRM databases with buyer, investor, lender, seller, and client information and ensure the accuracy of data inputs
• Collect, prepare, and sort through documents in PowerPoint, Excel, pdf and Word for reporting and analysis
• Take diligent notes on internal calls and client meetings
• Learn and apply basic financial analysis concepts and skills
• Gain valuable first-hand experience within Investment Banking concepts and exposure to senior-level investment banking team members
• Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
• Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track

What We Look For

• 1-2 years of experience in investment banking, capital markets, M&A transaction advisory, strategic market research, or other related field
• Demonstrated understanding of corporate finance fundamentals
• Strong analytical skills with a desire and interest to learn financial modeling and financial accounting principles
• Proven experience researching the market to identify companies that fit a given investment strategy or criteria; ability to synthesize data, apply logic to problems, and quickly present a detailed solution
• Highly resourceful and independent thinker who can use analytical skills to move past roadblocks and advance projects forward
• Strong expertise in Excel, PowerPoint and CRMs (preferably Salesforce)
• Demonstrated desire for feedback, continuous improvement and career growth
• A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
• A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
• An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
• A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
• A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
• Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
• Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients

What we offer

• Catered lunch 4 days a week
• Generous performance bonus program
• Comprehensive healthcare
• Unlimited vacation
• 401K match
• Professional development opportunities
• Quarterly peer-recognition awards
• Team events & outings
• Branded swag
• Referral bonus

What we value

While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here.

G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation of $120,000, including an annual base salary of $80,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction.

G2 is unable tooffer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration.

All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.