Investment Banking Analyst

Caruso & Co; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Caruso & Co is seeking a full-time Analyst to support M&A transactions and other financial activities. This remote position offers a competitive salary and the opportunity to work closely with clients and team members in a dynamic environment.

Benefits

Competitive compensation

Health, dental, and vision insurance

Work from home

Direct exposure to clients

Opportunities for rapid career growth

Qualifications

• 1–2 years of experience in investment banking or related fields.
• Advanced knowledge of Microsoft Excel and PowerPoint.
• Ability to prioritize and multi-task.

Responsibilities

• Assist in sell-side M&A transactions.
• Prepare documents and presentations.
• Maintain CRM data and manage transactions.

Skills

Financial analysis

Communication

Analytical skills

Detail-oriented

Self-directed

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

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Caruso & Co is the premier investment bank of the automotive services industry. We are a dynamic and fast-growing firm redefining boutique investment banking with unmatched sector specialization and execution speed.

If you are interested in working extremely hard and being an integral part of a small company, whose largest problem right now is how quickly we need to grow to serve our current demand and clients – Caruso & Co may be a fit for you.

ROLE

We are seeking a full-time Analyst to join our growing and fast-paced company. In the role of an Analyst, you will play an integral role in assisting our team across a range of sell-side M&A transactions, but also potential exposure and involvement in equity and debt financings.

We are a completely remote, virtual company so you will be expected to work from home daily, with daily video and phone calls with team members and clients.

RESPONSIBILITIES

Reporting to the Managing Director (but working collaboratively with all team members), you will be primarily involved in the development phase of the transaction lifecycle we work on, including the following responsibilities:

• Financial statement review, organization, and analysis
• Prepare written documents and presentations, including proposals, pitch books, marketing documents, and investment opportunity overviews
• Maintaining contacts and update data in our CRM platform
• Transaction execution including tracking and managing numerous potential buyers, coordinating and sending documents, scheduling calls and meetings and taking meeting minutes
• Participation in calls and meetings with clients, buyers, investors, and other stakeholders
• Assisting the team with various ad hoc tasks + other duties assigned

NECESSARY REQUIREMENTS AND SKILLS

• 1–2 years of experience in investment banking, private equity, transaction advisory, corporate finance, or consulting
• Advanced knowledge of Microsoft Excel and Power Point skills
• Ability to prioritize and multi-task to effectively work on numerous transactions at any given time
• Strong communication skills with the ability to effectively interact with senior professionals, clients, and key stakeholders in other line of business.
• Self-directed, highly motivated, and able to work independently
• Strong analytical and writing skills
• Detail oriented
• Experience working in a remote environment is a plus

PERKS AND BENEFITS

• Competitive compensation
• $90K to $120K base salary, plus a performance-based bonus that can exceed 100% of base compensation, tied to both individual contribution and firm-wide success
• Health, dental, and vision insurance
• Work from home
• Direct exposure to clients and entire CWA team at all levels
• Immense opportunity to grow and advance career rapidly

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Banking

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