Investment Banking Analyst 2026

The DAK Group; Ridgewood (NJ); On-site; USD 85,000 - 120,000; Full time

Job summary

DAK is seeking an Investment Banking Analyst to support Managing Directors, VPs, and Associates across pitch development, financial modeling, deal execution and client communications. You will own financial models, valuation analyses, and transaction materials from the ground up, and lead diligence for pitchbooks, CIMs and buyer lists.

You will manage day-to-day execution logistics and client deliverables, serving as a key contact for clients, buyers, and counterparties.

Qualifications

• 1–2 years of investment banking or related experience.
• Mastery of Excel and PowerPoint, with deep analysis, valuation and modeling skills.
• Strong grasp of corporate finance, accounting, and M&A process.
• Detail-oriented with excellent written and verbal communication skills.
• Proactive, collaborative mindset with a drive to advance to the Associate level.

Responsibilities

• Own financial models, valuation analysis, and transaction materials from the ground up.
• Lead diligence and content development for pitchbooks, CIMs, and buyer lists.
• Manage day-to-day execution logistics and client deliverables.
• Be a key point of contact for clients, buyers, and counterparties throughout the process.
• Demonstrate initiative, precision, and creativity under pressure.
• Mentor interns and contribute to team culture and deal success.

Skills

IB experience

Excel/PowerPoint

Valuation skills

M&A knowledge

Communication

Job description

Due to the overwhelming interest in this opportunity, we kindly ask that you do not contact DAK employees directly. To ensure fairness and consistency, only applications submitted via LinkedIn will be considered. Thank you so much for your understanding and cooperation!

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We're Hiring: Investment Banking Analyst | Join Our Team at DAK

Are you ready to accelerate your career in investment banking? DAK is seeking a high-performing Analyst to join our dynamic team. This role is ideal for someone ready to take ownership, think strategically, and drive excellence across every facet of the deal process.

What You'll Do

As an Analyst, you'll serve as a team member on active engagements—supporting Managing Directors, VPs, and Associates with critical responsibilities across pitch development, financial modeling, deal execution, and client communications.

You will:

• Own financial models, valuation analysis, and transaction materials from the ground up
• Lead diligence and content development for pitchbooks, CIMs, and buyer lists
• Manage day-to-day execution logistics and client deliverables
• Be a key point of contact for clients, buyers, and counterparties throughout the process
• Demonstrate initiative, precision, and creativity under pressure
• Mentor interns and contribute to team culture and deal success

What You Bring

• 1–2 years of investment banking or related experience
• Mastery of Excel and PowerPoint, with deep Analysis, Valuation, & Modeling skills
• Strong grasp of corporate finance, accounting, and M&A process
• Detail-oriented with excellent written and verbal communication skills
• A proactive, collaborative mindset with a drive to advance to the Associate level

Why DAK

At DAK, we don’t just close deals—we build careers. You’ll gain direct exposure to clients, real ownership of workstreams, and a clear path toward promotion in a culture that values precision, excellence, and integrity.

Ready to build your future with us?

To be fair to all applicants, only submissions via the official application process at LinkedIn.com will be reviewed.