Investment Banking Analyst

Brean Capital, LLC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 135,000; Full time

Job summary

Brean Capital, LLC is seeking an Investment Banking Analyst to join the Financial Institutions Group in Philadelphia. You will work on deals advising depositories and insurance clients on mergers, capital raises, and strategic advisory projects.

You will build detailed financial models, perform valuation analyses, and prepare client materials on a high-visibility, lean team. The role involves coordinating with senior bankers and support teams, maintaining materials, and contributing to due

Qualifications

• Bachelor's degree with a strong academic record; coursework in finance, accounting, or economics preferred.
• 0–2 years of experience in investment banking or related field; exposure to financial institutions is a plus.

Responsibilities

• Build and maintain detailed financial models for depository and insurance clients, including merger and capital models.
• Perform valuation analyses including comps, precedent transactions, DCF, and dividend discount models.
• Analyze financial statements, regulatory filings, and sector-specific metrics; interpret capital adequacy and risk indicators.
• Prepare pitch books, CIMs, and offering documents for M&A and capital raises.
• Conduct industry research using S&P Capital IQ Pro, FDIC/NCUA/NAIC data, Bloomberg, among others.
• Support due diligence, data room management, and drafting of marketing materials.
• Coordinate with equity research and institutional sales on capital markets transactions.
• Maintain deal logs and weekly market update materials.
• Attend client meetings and management presentations as part of the deal team.

Skills

Attention to detail

Communication skills

Time management

Multi-project management

Education

Bachelor's degree

Tools

Excel

PowerPoint

S&P Capital IQ Pro

Bloomberg

FactSet

Job description

Investment Banking Analyst - Financial Institutions Group -Depositories & Insurance

Position Overview

Brean Capital is seeking an Investment Banking Analyst to join its Financial Institutions Group in Philadelphia. The Analyst will be an integral member of deal teams advising banks, thrifts, credit unions, and insurance companies on mergers and acquisitions, capital raising, and strategic advisory assignments.

This is a demanding, high-visibility role on a lean team. Analysts work directly with Associates, Vice Presidents, Directors and Managing Directors and are expected to take ownership of financial analysis, client materials, and transaction workstreams from the outset. Candidates should have a demonstrated interest in financial institutions and a long-term interest in investment banking.

Key Responsibilities

• Build and maintain detailed financial models for depository and insurance clients, including merger models (accretion/dilution, pro forma capital and tangible book value earnback), capital raise models, and multi-year earnings and balance sheet projections
• Perform valuation analyses including comparable public company analysis, precedent transaction analysis, discounted cash flow and dividend discount models, and contribution analysis
• Analyze bank and insurance company financial statements, Call Reports, Y-9Cs, statutory filings, and SEC filings; interpret regulatory capital, credit quality, net interest margin, loss ratios, and other sector-specific metrics
• Prepare pitch books, board presentations, confidential information memoranda, fairness opinion materials, and offering documents for M&A, mutual-to-stock conversions, and public and private capital raises (common, preferred, subordinated debt, senior debt)
• Conduct industry research and screen for M&A and capital raising opportunities using S&P Capital IQ Pro, FDIC/NCUA/NAIC data, Bloomberg, and other sources
• Support transaction execution, including due diligence coordination, virtual data room management, buyer/investor outreach tracking, and drafting of marketing materials
• Coordinate with Brean's FIG equity research and institutional sales teams on capital markets transactions
• Maintain group databases, league tables, deal logs, and weekly pipeline and market update materials
• Attend client meetings and management presentations as a member of the deal team

Qualifications

• Bachelor's degree with a strong academic record; coursework or concentration in finance, accounting, or economics preferred
• 0–2 years of experience in investment banking, equity research, corporate finance, public accounting, or a related field (including internships); prior exposure to financial institutions is a plus but not required
• Strong understanding of accounting, corporate finance, and valuation fundamentals; bank or insurance accounting knowledge is a plus
• Advanced Excel and PowerPoint skills; experience with S&P Capital IQ Pro, Bloomberg, or FactSet preferred
• Exceptional attention to detail and the ability to produce accurate, client-ready work under tight deadlines
• Strong written and verbal communication skills and professional presence
• Self-starter who thrives in a fast-paced, entrepreneurial environment and can manage multiple projects simultaneously
• Demonstrated interest in financial institutions and a long-term interest in investment banking
• Must be eligible to work in the United States without sponsorship

Licensing & Registration

Successful candidates will be required to obtain the FINRA Securities Industry Essentials (SIE), Series 79 (Investment Banking Representative), and Series 63 (Uniform Securities Agent State Law) registrations within the timeframe prescribed by the Firm following hire. Existing registrations are a plus.

The Analyst program at Brean is designed to develop well-rounded FIG bankers. Analysts receive hands-on training from senior bankers and are given increasing responsibility as they progress. High-performing Analysts are eligible for direct promotion to Associate without an MBA.

Why Brean Capital?

• Lean deal teams and direct, day-one exposure to senior bankers and client management teams
• A growing platform with meaningful responsibility and a clear path for advancement
• A sector-focused group where you build true domain expertise in depositories and insurance
• Entrepreneurial, collegial culture with an open-door policy across the Firm
• Competitive base salary, discretionary bonus, and comprehensive benefits

About the Financial Institutions Group

Brean's Financial Institutions Group (FIG) provides strategic advisory and capital markets services to depository institutions and insurance companies across the United States. The Group's depository practice advises community and regional banks, thrift holding companies, and credit unions (generally under $25 billion in total assets) on whole-bank and branch M&A, mutual-to-stock conversions, capital planning, and public and private offerings of common equity, preferred equity, subordinated debt, and senior holding company debt. The Group's insurance practice advises property & casualty, life & annuity, and specialty carriers, as well as insurance distribution and services businesses, on M&A, capital raising, and strategic alternatives.

The team is supported by a dedicated FIG equity research and institutional sales platform, giving junior bankers direct exposure to the full capital markets process from origination through execution. Brean's FIG bankers are located in Philadelphia, Atlanta, Cleveland, Chicago, New York, and San Francisco, and junior professionals work on a national basis with senior bankers across all offices.