Investment Banking Analyst

Bridgepoint Investment Banking; Omaha (NE); Hybrid; USD 75.000 - 110.000; Vollzeit

Benefits dieser Stelle

Healthcare coverage

Hybrid schedule

401K

Annual retreat

Employee giving

Zusammenfassung

Bridgepoint Investment Banking in Omaha, NE is seeking an Analyst to join our growth-focused team. This in-office/hybrid role offers hands-on deal experience, exposure to M&A, capital raises, and client interactions in a fast-paced, entrepreneurial culture.

You will build financial models, prepare presentations, perform due diligence, and support senior bankers across the deal lifecycle. Bachelors degree required, 1–5 years of relevant experience, and proficiency with MS Office and CRM tools.

Qualifikationen

• Bachelors Degree required in finance or related field.
• 15 years of professional work experience in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred).
• Demonstrate professionalism, integrity and confidentiality.

Aufgaben

• Manage deal process from origination to execution.
• Develop financial models and presentation materials with Associates, VPs and MDs.
• Support capital raising and M&A transactions with materials and sourcing ideas.
• Participate in due diligence of current and potential clients and prospects.
• Organize and analyze financial data for client proposals and strategic plans.
• Prepare high-quality client presentations and industry reports.
• Conduct industry and company research and maintain records on funding sources.
• Build prospecting lists for MDs to attend industry events.

Kenntnisse

Financial analysis

Financial modeling

Attention to detail

Communication skills

Teamwork

Organization

Problem-solving

Adaptability

MS Office

CRM experience

Ausbildung

Bachelors Degree

Tools

DealCloud

Salesforce

Jobbeschreibung

WHO WE ARE

At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, Dallas and New York.

WHAT WE'RE LOOKING FOR

Bridgepoint is seeking Analyst candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for firm input, promotion, unmatched client and prospect interaction, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank – focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation.

This is an opportunity for growth, impact and responsibility for the ideal candidate.

WHAT YOU'LL DO

• Deal Execution: Play a pivotal role in deal teams, managing the deal process from origination to execution.
• Financial Modeling: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials.
• Transaction Support: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources.
• Client Diligence: Participate in the due diligence of current and potential clients and prospects.
• Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans.
• Client Materials: Prepare high-quality client presentations and industry reports.
• Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers.
• Business Development: Build prospecting lists for MDs to attend industry events and conferences.

YOU POSSESS

• Education: Bachelor’s Degree required (not a current student)
• Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)
• Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality.
• Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth.
• Attention to Detail: Exhibit strong attention to detail and personal accountability.
• Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus.
• Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure.
• Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up.
• Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment.
• Teamwork: A team player who is energetic, responsive, and takes initiative.
• Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
• Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.

ENVIRONMENT

• In-office position located in Omaha, NE (not considering remote candidates)
• Hybrid – Omaha in-office Monday through Thursday, virtual Fridays unless needed in office from time to time
• Medical, Dental and Vision coverage | 100% premium coverage for employee, 25% for dependents
• Flexible PTO
• 401K
• Annual firm retreat
• Employer-sponsored employee giving
• Corporate Chaplain and access to performance coaches

At Bridgepoint you will be challenged and rewarded for leadership, technical excellence and inspired perspectives.