Investment Banking Analyst

Green Lion Search Group; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Green Lion Search Group is assisting a growing integrated financial services firm in Dallas, TX to hire an Investment Banking Analyst. The role centers on financial modeling, valuation, and deal execution within a fast-paced middle-market environment.

You will build and maintain financial models (DCF, comps), prepare marketing materials, conduct industry and company research, and support due diligence and data-room activities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 1+ years of investment banking, transaction advisory, valuation, or related experience preferred; internships count.
• Solid foundation in financial modeling, valuation methodologies, and Excel.
• Strong written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced deal environment.
• Collaborative, client-focused mindset with a strong work ethic and desire to learn.

Responsibilities

• Build and maintain financial models, including valuation analyses (DCF, precedent transactions, trading comps), transaction structures, capital raises, and liquidity analyses.
• Prepare transaction marketing materials, including teasers, CIMs, and management presentations.
• Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
• Build and manage buyer lists and support buyer outreach tracking throughout sell-side processes.
• Coordinate and manage data rooms and support due diligence workstreams.
• Contribute to client presentations, investment committee materials, and internal transaction summaries.
• Participate in client calls and meetings alongside senior bankers, gaining early exposure to deal strategy and client communication.
• Collaborate across the firm's integrated platform to ensure seamless execution and value creation for clients.
• Contribute to internal templates, processes, and best practices as the Investment Banking platform continues to scale.

Skills

Financial modeling

Valuation

Excel

Written and verbal communication

Attention to detail

Time management

Education

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

Tools

Excel

Job description

Our client, a growing integrated financial services firm that specializes in lower to middle market investment banking, is looking to add an Investment Banking Analyst to its team in Dallas, TX.

Key Responsibilities

• Build and maintain financial models, including valuation analyses (DCF, precedent transactions, trading comps), transaction structures, capital raises, and liquidity analyses.
• Prepare transaction marketing materials, including teasers, CIMs, and management presentations.
• Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
• Build and manage buyer lists and support buyer outreach tracking throughout sell-side processes.
• Coordinate and manage data rooms and support due diligence workstreams.
• Contribute to client presentations, investment committee materials, and internal transaction summaries.
• Participate in client calls and meetings alongside senior bankers, gaining early exposure to deal strategy and client communication.
• Collaborate across the firm's integrated platform to ensure seamless execution and value creation for clients.
• Contribute to internal templates, processes, and best practices as the Investment Banking platform continues to scale.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 1+ years of investment banking, transaction advisory, valuation, or related transaction experience preferred; exceptional candidates with strong internship experience will be considered.
• Solid foundation in financial modeling, valuation methodologies, and Excel.
• Strong written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced deal environment.
• Collaborative, client-focused mindset with a strong work ethic and desire to learn.

Why This Role

• Promotions are fully merit-based. Advancement is driven by performance and contribution, not tenure or class year. Analysts who perform move up quickly.
• Lean deal teams mean meaningful responsibility and direct exposure to senior bankers and clients early, not years of grunt work before you see a live deal.
• A growing platform where your work is visible and your input on processes and templates matters.