IB Research Analyst: Valuation, Modeling & Analysis

Synthires; New York (NY); On-site; USD 180,000 - 360,000; Full time

Job summary

Synthires in New York is seeking experienced investment banking professionals to support a customer project focused on improving financial data analysis, financial modeling, and industry research. The role emphasizes applying practical IB expertise to financial analysis, transaction insights, and expert evaluation.

Prior AI experience is not required. The team collaborates on screening, modeling, pitchbooks, and strategic storytelling for clients across industries.

Qualifications

• Extensive experience in investment banking, M&A, or financial advisory.
• Hands-on with acquisition or sale processes.
• Strong Excel-based financial modeling skills.
• Knowledge of valuation methods and transaction analysis.
• Experience researching companies and industries.
• Ability to review pitchbooks and client materials.
• Excellent written and verbal communication with attention to detail.

Responsibilities

• Conduct company and industry research to support financial analysis.
• Perform buyer and target screening, comps, and financial modeling.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Ensure models are accurate, logically consistent, and well-structured.
• Prepare and review pitchbooks and client-facing materials.
• Analyze transaction scenarios and communicate strategic rationale.
• Review analyses for errors, weak assumptions, and timing.
• Provide actionable feedback to improve analytical quality.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and assumptions.
• Communicate complex financial concepts clearly to diverse audiences.

Skills

Investment banking experience

M&A experience

Industry coverage

Financial advisory

Excel modeling

Valuation methodologies

Comparable company analysis

Pitchbooks preparation

Analytical skills

Communication skills

Tools

Excel

Job description

Synthires in New York is seeking experienced investment banking professionals to support a customer project focused on improving financial data analysis, financial modeling, and industry research. The role emphasizes applying practical IB expertise to financial analysis, transaction insights, and expert evaluation.

Prior AI experience is not required. The team collaborates on screening, modeling, pitchbooks, and strategic storytelling for clients across industries.