Investment Banking Analyst

Wofford Advisors; New York (NY); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Investment Banking Analyst to join their dynamic team. This remote role offers the chance to engage in significant M&A transactions within the transportation and logistics sectors. As an Analyst, you will support live transaction execution, conduct in-depth market studies, and contribute to business development initiatives. This position promises hands-on experience, opportunities for professional growth, and the chance to work collaboratively with senior leadership. If you're looking for a fast-paced environment where you can thrive and make an impact, this role is perfect for you.

Qualifications

• Strong academic background in finance, economics, or related field.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Conduct research on private and public companies for market insights.
• Assist with financial modeling and prepare marketing materials.

Skills

Analytical Skills

Communication Skills

Financial Modeling

Market Research

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Accounting

Bachelor’s degree in Business

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Wofford Advisors is a top-ranked strategic advisory boutique, specializing in buyside and sellside M&A transactions in the transportation, logistics, and supply chain sectors. The firm has executed over $2 billion of transaction value since formation and was ranked in the Top 10 by Dealogic and PitchBook in 2022 and 2023.

We are currently seeking a motivated Investment Banking Analyst to join our team. This is a remote role with in-person offsites quarterly.

Our Analysts play an integral role in supporting the team with live transaction execution, market studies, client coverage, and business development activities, as well as taking part in key organizational initiatives to help grow the firm. By joining Wofford Advisors, you will have the opportunity to contribute meaningfully to significant transactions, gain hands-on deal experience, form lasting professional relationships, and most of all, have fun doing it.

Responsibilities

1. Serve as an integral team member working collaboratively across all levels
2. Attend team meetings and support management and teammates by preparing necessary materials and identifying action items
3. Conduct research and gather information on private and public companies, including thorough market research, to identify potential acquirers or targets
4. Assist with financial modeling in Excel and apply strong analytical skills to interpret data effectively
5. Prepare and refine marketing materials, client presentations, pitch books, timelines, and valuations in collaboration with other Analysts and Associates
6. Contribute to business development initiatives and live transaction execution such as profiling companies, managing databases, and analyzing market activity
7. Actively participate in client meetings and calls working directly with senior leadership and building valuable client relationships
8. Support project management efforts to keep workflows organized, meet deadlines, and ensure high-quality results
9. Manage multiple projects and workstreams efficiently while maintaining a high level of accuracy and attention to detail in all deliverables
10. Demonstrate the ability to work independently while fostering a collaborative team-oriented environment

Qualifications

1. Strong academic background with a Bachelor’s degree in finance, economics, accounting, business, or a related field
2. Must demonstrate professionalism along with strong analytical, critical thinking, written, and verbal communication skills
3. Ability to thrive in a fast-paced, collaborative environment and manage multiple projects with tight deadlines efficiently
4. Proficiency with Microsoft Office, especially Excel, PowerPoint, and Word

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Transportation, Logistics, Supply Chain, and Storage