Investment Banking Analyst

EGIS Careers; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Performance bonus eligibility

Job summary

EGIS Careers invites an Investment Banking Experienced Analyst to join a growing middle-market team in New York City. The role targets candidates with at least one year of full-time investment banking experience and a solid foundation in financial modeling, valuation, M&A, and transaction execution.

Ideal candidates have worked with middle-market banks or advisory firms, and will participate in deal execution from origination through closing, coordinating with clients, lenders, and

Qualifications

• 1+ year of full-time investment banking experience.
• Strong financial modeling and valuation skills.
• Understanding of M&A processes and transaction execution.
• Bachelor's degree in Finance, Accounting, or Economics.

Responsibilities

• Support execution of M&A, capital raising, and advisory transactions.
• Build and maintain detailed financial models including projections, DCF, and valuation analyses.
• Prepare CIMs, management presentations, pitch books, teasers, and other marketing materials.
• Assist with due diligence coordination and information requests with clients and other transaction professionals.
• Support senior bankers through the transaction lifecycle from engagement to closing.

Skills

Financial modeling

Valuation

M&A

Transaction execution

Excel

PowerPoint

Client communication

Attention to detail

Education

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

Tools

Microsoft Excel

PowerPoint

Job description

Compensation: $100,000–$120,000 base salary + bonus

Experience: 1+ year of full-time investment banking experience

About the Opportunity

We are seeking an Investment Banking Experienced Analyst to join a growing middle-market investment banking platform in New York City. The ideal candidate will have at least one year of full-time investment banking experience and a strong foundation in financial modeling, valuation, M&A, and transaction execution.

Candidates with experience at leading middle-market investment banks and advisory firms, including Kroll, PCE, Deloitte, and other comparable firms, will be strongly considered.

This is an opportunity for an Analyst to gain significant transaction exposure while working closely with senior bankers and middle-market business owners throughout the M&A and capital-raising process.

Key Responsibilities

• Support execution of M&A, capital raising, and other strategic advisory transactions
• Build and maintain detailed financial models, including:
• Financial projections
• Discounted cash flow analyses
• Transaction and valuation analyses
• Sources & uses
• Sensitivity and scenario analyses
• Conduct company, industry, and market research to support transaction execution and business development
• Prepare and update Confidential Information Memoranda (CIMs), management presentations, pitch books, teasers, and other marketing materials
• Assist with valuation analyses and comparable company and precedent transaction research
• Support senior bankers in managing transaction processes from initial engagement through closing
• Participate in due diligence processes and coordinate information requests with clients, buyers, lenders, attorneys, accountants, and other transaction professionals
• Analyze financial statements and identify key business and transaction considerations
• Assist with buyer identification, marketing processes, and management presentations
• Communicate directly with clients and other transaction counterparties as responsibilities increase
• Provide analytical and execution support across multiple transactions simultaneously

Preferred Qualifications

• 1+ year of full-time investment banking experience
• Experience at a middle-market investment bank or advisory firm preferred
• Strong financial modeling and valuation skills
• Demonstrated understanding of M&A transaction processes
• Excellent financial statement analysis skills
• Strong proficiency in Microsoft Excel and PowerPoint
• Ability to create high-quality client-facing presentations and written materials
• Strong analytical, quantitative, and problem-solving abilities
• Excellent attention to detail and organizational skills
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Bachelor's degree in Finance, Accounting, Economics, or a related field

Ideal Candidate Profile

The ideal candidate is an Analyst who has already received rigorous transaction experience and is looking to continue building a career in middle-market investment banking.

The successful candidate will have meaningful exposure to financial modeling, valuation, transaction execution, client interaction, and preparation of marketing and transaction materials.

Candidates who have worked on middle-market M&A and capital-raising transactions and are comfortable operating in a lean, entrepreneurial investment banking environment will be particularly well suited to the role.

Compensation & Location

• Bonus: Eligible for performance-based bonus compensation