Senior Investment Analyst

DAK Group; Ridgewood (NJ); On-site; USD 100,000 - 150,000; Full time

Job summary

DAK Group seeks a high-performing Analyst to join our investment banking team in Ridgewood, NJ. You will own modeling, analyses, and client materials, taking increasing ownership on deal workstreams and coordinating with senior bankers.

The role requires a Master’s in Finance/Economics/Management and Systems, at least two years in investment banking, and strong Excel/PowerPoint skills. You’ll thrive working independently while mentoring junior staff.

Qualifications

• Must have Master’s Degree in Finance, Economics or Management and Systems.
• Must have two years of Investment Banking experience with strong focus in Quantitative Analysis, Financial Modeling, and Risk Analysis.
• Must have experience of corporate finance, accounting, valuation methodologies, and M&A processes.
• Experience in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client presentations.
• Must be able to independently conduct industry research and synthesize findings into client-ready materials.
• Strong project management skills with the ability to oversee multiple live workstreams simultaneously.

Responsibilities

• Perform responsibilities with limited oversight, operating under the strategic direction of the Director/VP/MD and demonstrate increasing autonomy and accountability for work streams and client deliverables.
• Build, own, and quality control comprehensive financial models, valuation analyses, and transaction materials, supporting deal teams and clients from onboarding through closing while ensuring analytical integrity across deliverables.
• Lead the development and refinement of core content for pitchbooks, CIMs, buyer lists, and other marketing materials, including messaging strategy and positioning.
• Oversee and drive day-to-day deal execution logistics, anticipating issues, proactively implementing solutions, and maintaining disciplined process management.
• Serve as a primary point of contact for clients, buyers, and counterparties, coordinating next steps and maintaining momentum across multiple work streams.
• Lead coordination efforts across internal teams and external advisors.
• Analyze complex qualitative and quantitative information to formulate and clearly articulate strategic recommendations to internal and external stakeholders.
• Collaborate with stakeholders to shape clients facing deliverables.
• Translate industry, sector, and regional insights into actionable recommendations that influence transaction positioning, valuation narratives, and client strategy. Mentor/guide junior team members.

Skills

Quantitative analysis

Financial modeling

Risk analysis

Industry research

Project management

Strategic thinking

Education

Master’s degree in Finance, Economics or Management and Systems

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

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

• Perform responsibilities with limited oversight, operating under the strategic direction of the Director/VP/Managing Director and demonstrate increasing autonomy and accountability for work streams and client deliverables.
• Build, own, and quality control comprehensive financial models, valuation analyses, and transaction materials, supporting deal teams and clients from initial onboarding through closing while ensuring analytical integrity across all deliverables.
• Lead the development and refinement of core content for pitchbooks, Confidential Information Memorandums (CIMs), buyer lists, and other marketing materials, including overall messaging strategy and positioning.
• Oversee and drive day to day deal execution logistics, anticipating potential issues, proactively implementing solutions, and maintaining disciplined process management.
• Serve as a primary point of contact for clients, buyers, and counterparties, managing communications, coordinating next steps, and maintaining momentum across multiple work streams.
• Lead coordination efforts across internal teams and external advisors.
• Analyze complex qualitative and quantitative information to formulate and clearly articulate strategic recommendations to internal and external stakeholders.
• Collaborate with stakeholders to shape clients facing deliverables.
• Translate industry, sector, and regional insights into actionable recommendations that influence transaction positioning, valuation narratives, and overall client strategy. Mentor/guide junior team members.

What You Bring

• Must have Master’s Degree in Finance, Economics or Management and Systems.
• Must have two years of Investment Banking experience with strong focus in Quantitative Analysis, Financial Modeling, and Risk Analysis.
• Must have experience of corporate finance, accounting, valuation methodologies, and M&A processes.
• Experience in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client presentations.
• Must be able to independently conduct industry research and synthesize findings into client-ready materials.
• Strong project management skills with the ability to oversee multiple live workstreams simultaneously.

M-F, 9:00am-5:00pm, 40 hours/wk. Must have authority to work in the US.

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.

Please note we are not able to accept calls or accommodate exploratory meetings.

At The DAK Group, we believe that a diverse, equitable, and inclusive workplace makes us a better workplace. You’ll welcome individuals from all backgrounds, ethnicities, cultures, and experiences. The DAK Group is an equal-opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other legally protected status.

The DAK Group believes that individuals with disabilities have reasonable accommodations available to participate in the job application or interview process, to perform essential job functions, and receive other benefits and privileges of employment.