Investment Banking Analyst

About Cohen & Company Capital Markets

Cohen & Company Capital Markets ("CCM"), a division of Cohen & Company Securities, LLC, was established in 2021. We are a fast-growing boutique investment bank advising leading and emerging companies across various sectors on strategic and financial opportunities. We leverage a strong reputation, broad network, and superior execution to serve our clients' interests.

About the Role

CCM is actively recruiting an Investment Banking Analyst to join our team in Houston, Texas. Analysts will have the opportunity to work directly with a close-knit team of seasoned professionals and play a key role in the execution of investment banking transactions across M&A, Debt Financing, IPOs, Follow-Ons, Private Placements, and De-SPAC related advisory transactions. Analysts assume significant responsibility, are included in all aspects of a transaction from origination to closing, work on small deal teams, get immediate and direct exposure to senior bankers and client senior executives, and are responsible for execution tasks. The work is fast-paced and requires the ability to work under pressure and manage tight deadlines.

Compensation will be commensurate with comparable top elite boutique investment banking franchises.

Salary Range: $120k/yr - $130k/yr

Key Responsibilities

• Analysis of companies, transaction structures, deal activity, and corporate filings, and contribute recommendations to senior bankers.
• Support the management of buyer/investor interaction and due diligence request process.
• Company valuation and financial performance analysis.
• Model and/or manage the modeling of complex transaction scenarios.
• Data analysis using mathematical models and statistical techniques.
• General research and presentation of findings, including recommendations on matters of significance for clients.
• Creation of materials for Board meetings, client presentations, and due diligence support materials.
• Create industry-specific valuation analyses such as public comps and precedent transactions.

Requirements & Tech Stack

• Relevant experience in Investment Banking; M&A, private placements and/or equity capital markets.
• Candidates with specific product experience in equity capital markets, private capital raises, or M&A advisory would be a strong fit.
• Undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics), or Liberal Arts with a preference for a strong academic record.
• Strong work ethic, self-motivated and entrepreneurial.
• Excellent problem-solving and analytic ability with strong quantitative/technical skills and attention to detail.
• Strong knowledge of Excel, PowerPoint, and other industry resources such as FactSet and Pitchbook.
• Exceptional writing and verbal communication skills.
• Maturity, presence, and poise to take on client-facing responsibilities.
• Series 63, 79, and SIE licenses required at time of hiring or shortly thereafter.
• US work authorization.
• Must be available to work onsite at the Houston office.

Why Cohen & Company Capital Markets

• Strong senior bankers from bulge-bracket firms with long track records of successful deals.
• Premium deal flow with significant exposure to high-profile transactions.
• Excellent career path with highly attractive elite boutique compensation and significant upside.
• Access to world-class executives at high-growth companies.
• Close-knit, rapidly growing team.