Investment Analyst (Capital Markets)

Atlantic Group; Pennsylvania; Hybrid; USD 80,000 - 100,000; Full time

Job summary

A financial services firm is seeking an Investment Analyst (Capital Markets) in Pennsylvania. This role involves building financial models, conducting market research, and supporting capital raising efforts. Applicants should have a Bachelor's degree in Finance or a related field and at least 2 years of relevant experience. Proficiency in Excel and PowerPoint is essential. The position offers a competitive salary range of $80,000 to $100,000 annually plus bonuses, with a hybrid work schedule.

Qualifications

• Minimum of 2 years of experience in investment banking, capital markets, or valuation.
• Understanding of capital markets products, investment processes, and transaction workflows.
• Proficient in financial modeling techniques, including valuation analysis.

Responsibilities

• Build and maintain financial models for valuations and cash flow analyses.
• Prepare deal materials and summaries to support capital raising.
• Conduct research on companies and investors for investment decisions.

Skills

Financial modeling

Market research

Analytical thinking

Communication skills

Client-facing mindset

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Excel

PowerPoint

Job description

Job Overview – Investment Analyst (Capital Markets)

Compensation: $80,000 – $100,000/year + bonus
Location: Montgomery County, PA
Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Analyst (Capital Markets) in Montgomery County, PA for our client, supporting capital raising, investor relations, and transaction execution within a financial services environment. In this role, you will build financial models, conduct market and investor research, and support deal processes and strategic initiatives. You will utilize Excel and PowerPoint to develop analysis, presentations, and materials for investment and investor communication.

Responsibilities as the Investment Analyst (Capital Markets):

• Financial Modeling: Build and maintain financial models, including valuation and discounted cash flow analyses.
• Deal Execution: Prepare deal materials, summaries, and term sheets to support capital raising and transactions.
• Investor Outreach: Support outreach to prospective and existing investors while assisting with relationship development.
• Market Research: Conduct research on companies, investors, and market trends to support investment decisions.
• Due Diligence: Assist with due diligence and analyze investment opportunities across transactions.

Qualifications for the Investment Analyst (Capital Markets):

• Education: Bachelor’s degree in Finance, Economics, or a related field required.
• Experience: Minimum of 2 years of experience in investment banking, capital markets, or valuation.
• Industry Knowledge: Possesses understanding of capital markets products, investment processes, and transaction workflows.
• Technical Skills: Proficient in Excel, PowerPoint, and financial modeling techniques, including valuation analysis.
• Skills & Attributes: Exhibits strong communication, analytical thinking, and a client-facing mindset with the ability to build relationships and travel as needed.