Investment Banking Analyst

Atlantic Group; Pennsylvania; On-site; USD 80,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking an Investment Banking Analyst in Montgomery County, PA. This in-office position offers a competitive salary between $80,000 and $90,000 per year, plus bonuses. Ideal candidates will have a Bachelor’s degree in Finance or a related field, with 1-2 years of relevant experience. Responsibilities include valuation analysis, financial modeling, and collaborating with senior bankers on M&A transactions.

Qualifications

• 1-2 years in investment banking, corporate finance, transaction advisory, or public accounting with a focus on valuation or due diligence.
• Advanced proficiency in Microsoft Office tools, particularly Excel.

Responsibilities

• Perform valuation analyses and build detailed financial models.
• Conduct in-depth industry and company research.
• Prepare detailed reports and presentation materials.
• Assist in due diligence processes.
• Collaborate with deal team members across departments.

Skills

Financial modeling

Quantitative aptitude

Communication abilities

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

Microsoft Excel

PowerPoint

Word

Job description

Job Overview – Investment Banking Analyst

Compensation: $80,000 – $90,000/year + bonus

Location: Montgomery County, PA

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring an Investment Banking Analyst in Montgomery County, PA, for our client. This in-office role supports M&A and capital-raising transactions through valuation analysis, financial modeling, and preparation of CIMs and pitch decks. You will assist with due diligence, perform in-depth industry research, and collaborate with senior bankers to execute deals. Ideal candidates have strong financial modeling skills, a solid understanding of corporate finance, and professional ties to the Greater Philadelphia area.

Responsibilities as the Investment Banking Analyst

• Valuation & Modeling: Perform valuation analyses and build detailed financial models (three-statement, LBO, mergers, bolt-on acquisitions) to support transaction decision-making.
• Industry & Company Research: Conduct in-depth industry and company research to generate strategic insights and support deal execution.
• Client Reporting: Prepare detailed reports and presentation materials for client assignments, new business development, and strategic engagements.
• Due Diligence Support: Assist in due diligence processes by analyzing client and target financials and coordinating with internal and external stakeholders.
• Transaction Coordination: Collaborate with deal team members across departments to manage workflow and ensure timely execution of M&A activities.

Qualifications for the Investment Banking Analyst

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Experience: 1-2 years in investment banking, corporate finance, transaction advisory, or public accounting with a focus on valuation or due diligence.
• Technical Skills: Advanced proficiency in Microsoft Excel, PowerPoint, and Word, including financial modeling and data analysis.
• Industry Knowledge: Strong understanding of corporate finance, financial statements, and transaction processes across M&A or capital markets.
• Skills & Attributes: Exceptional quantitative aptitude, strong communication abilities, attention to detail, and a collaborative mindset.
• Location Preference: Must have strong professional ties to the Greater Philadelphia area.

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.