Investment Banking Analyst

Atlantic Group; Harrisburg (Dauphin County); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid schedule

Bonus potential

Job summary

Atlantic Group is seeking an Investment Banking Analyst in Greater Philadelphia, PA to support middle‑market M&A, restructuring, financing, and other transaction advisory engagements. This role offers hands‑on exposure across the deal lifecycle, including modeling and due diligence.

The ideal candidate has 1–2 years of related finance experience with strong financial modeling and analytical skills, and the position features a hybrid schedule and competitive compensation.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required.
• 1+ years of investment banking, transaction advisory, valuation, accounting, or related experience preferred; 6+ months considered.
• Experience analyzing financial statements, transactions, valuations, or commercial businesses; M&A/transaction services exposure preferred.
• Advanced Microsoft Excel skills and strong financial modeling capabilities; proficiency in PowerPoint and financial analysis.

Responsibilities

• Support M&A, restructuring, financing, and other advisory transactions from initial analysis through closing.
• Build and maintain financial models, valuation analyses, and transaction‑related financial analyses to support deal execution.
• Analyze financial statements, operating performance, company information, and transaction data during due diligence.
• Conduct company, industry, and market research to support transaction strategy and financial analysis.
• Prepare financial analyses, transaction materials, presentations, and other documentation for senior bankers, clients, and investors.
• Coordinate transaction activities while working closely with senior team members and external stakeholders throughout the deal process.

Skills

Financial modeling

Analytical

Communication

Writing

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

PowerPoint

Job description

• Location: Greater Philadelphia Area, PA
• Type: Perm (Contingency)
• Job #50463
• Salary: $75,000

Job Overview – Investment Banking Analyst

Compensation: $75,000 – $85,000/year + bonus

Location: Greater Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Banking Analyst in Greater Philadelphia, PA for our client, supporting middle‑market M&A, restructuring, financing, and other transaction advisory engagements. This role will provide hands‑on exposure throughout the deal lifecycle, including financial modeling, company analysis, due diligence, transaction execution, and direct collaboration with senior bankers, clients, and investors. The ideal candidate has 1–2 years of investment banking, transaction advisory, valuation, accounting, or related finance experience with strong financial modeling and analytical skills.

Responsibilities as the Investment Banking Analyst

• Transaction Execution: Support M&A, restructuring, financing, and other advisory transactions from initial analysis through closing.
• Financial Modeling: Build and maintain financial models, valuation analyses, and transaction‑related financial analyses to support deal execution.
• Due Diligence: Analyze financial statements, operating performance, company information, and transaction data while supporting diligence activities.
• Market Research: Conduct company, industry, and market research to support transaction strategy and financial analysis.
• Deal Materials: Prepare financial analyses, transaction materials, presentations, and other documentation for senior bankers, clients, and investors.
• Client & Deal Support: Coordinate transaction activities while working closely with senior team members and external stakeholders throughout the deal process.

Qualifications for the Investment Banking Analyst

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required.
• Experience: Minimum of 1+ years of investment banking, transaction advisory, valuation, accounting, corporate finance, or related experience is preferred, with 6+ months of relevant experience considered.
• Industry Knowledge: Experience analyzing financial statements, transactions, valuations, or commercial businesses is required, with M&A, restructuring, transaction services, or investment banking exposure preferred.
• Technical Skills: Advanced Microsoft Excel skills and strong financial modeling capabilities are required, along with proficiency in PowerPoint and financial analysis.
• Skills & Attributes: Strong analytical, quantitative, communication, writing, interpersonal, attention to detail, and ability to manage multiple priorities in a transaction‑driven environment are required.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.