Senior Investment Analyst — Lead Deal Modeling & Strategy

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

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.