Investment Banking Analyst

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Atlantic Group in Greater Philadelphia, PA is seeking an Investment Banking Analyst to support middle-market M&A, restructuring, financing, and other advisory engagements. You will gain hands-on exposure across the deal lifecycle, including financial modeling, company analysis, due diligence, and direct collaboration with senior bankers, clients, and investors.

The ideal candidate has 1–2 years of investment banking or related finance experience, strong Excel modeling skills, and the ability

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, or related field.
• 1+ year of investment banking or related finance experience preferred.
• Strong financial modeling and MS Excel proficiency required.
• Experience with valuation, due diligence, or market research is a plus.

Responsibilities

• Support M&A, restructuring, financing, and other advisory transactions through deal closing.
• Build and maintain financial models, valuation analyses, and transaction-related analyses.
• Analyze financial statements and transaction data for diligence.
• Conduct company, industry, and market research for strategy and analysis.
• Prepare analyses, materials, and presentations for senior bankers and clients.
• Coordinate transaction activities with senior team and external stakeholders.

Skills

Financial modeling

Analytical skills

Communication

Attention to detail

Time management

Education

Bachelor's degree in Finance, Accounting, Economics, or Business

Tools

Microsoft Excel

PowerPoint

Job description

Job Overview – Investment Banking Analyst

Location: Greater Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Banking Analyst in Greater Philadelphia, PA for our client, supporting middle-market M&A, restructuring, financing, and other transaction advisory engagements. This role will provide hands‑on exposure throughout the deal lifecycle, including financial modeling, company analysis, due diligence, transaction execution, and direct collaboration with senior bankers, clients, and investors. The ideal candidate has 1‑2 years of investment banking, transaction advisory, valuation, accounting, or related finance experience with strong financial modeling and analytical skills.

Responsibilities as the Investment Banking Analyst:

• Transaction Execution: Support M&A, restructuring, financing, and other advisory transactions from initial analysis through closing.
• Financial Modeling: Build and maintain financial models, valuation analyses, and transaction-related financial analyses to support deal execution.
• Due Diligence: Analyze financial statements, operating performance, company information, and transaction data while supporting diligence activities.
• Market Research: Conduct company, industry, and market research to support transaction strategy and financial analysis.
• Deal Materials: Prepare financial analyses, transaction materials, presentations, and other documentation for senior bankers, clients, and investors.
• Client & Deal Support: Coordinate transaction activities while working closely with senior team members and external stakeholders throughout the deal process.

Qualifications for the Investment Banking Analyst:

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.
• Experience: Minimum of 1+ years of investment banking, transaction advisory, valuation, accounting, corporate finance, or related experience is preferred, with 6+ months of relevant experience considered.
• Industry Knowledge: Experience analyzing financial statements, transactions, valuations, or commercial businesses is required, with M&A, restructuring, transaction services, or investment banking exposure preferred.
• Technical Skills: Advanced Microsoft Excel skills and strong financial modeling capabilities are required, along with proficiency in PowerPoint and financial analysis.
• Skills & Attributes: Strong analytical, quantitative, communication, writing, interpersonal, attention to detail, and ability to manage multiple priorities in a transaction-driven environment are required.

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.