Investment Banking Analyst

Investment Banking Analyst - Financial Institutions Group

Brean Capital, LLC

Location: Philadelphia Metro (in-office)

Position Overview

Brean Capital is seeking an Investment Banking Analyst to join its Financial Institutions Group in Philadelphia. This role involves advising banks, thrifts, credit unions, and insurance companies on mergers and acquisitions, capital raising, and strategic advisory assignments. Analysts work directly with senior team members and are expected to take ownership of financial analysis, client materials, and transaction workstreams. Candidates should have a demonstrated interest in financial institutions and a long-term interest in investment banking.

Key Responsibilities

• Build and maintain detailed financial models for depository and insurance clients, including merger models, capital raise models, and multi-year earnings and balance sheet projections.
• Perform valuation analyses, including comparable public company analysis, precedent transaction analysis, discounted cash flow and dividend discount models, and contribution analysis.
• Analyze bank and insurance company financial statements, Call Reports, Y-9Cs, statutory filings, and SEC filings; interpret sector-specific metrics.
• Prepare pitch books, board presentations, confidential information memoranda, fairness opinion materials, and offering documents for M&A, mutual-to-stock conversions, and public and private capital raises.
• Conduct industry research and screen for M&A and capital raising opportunities using S&P Capital IQ Pro, FDIC/NCUA/NAIC data, Bloomberg, and other sources.
• Support transaction execution, including due diligence coordination, virtual data room management, buyer/investor outreach tracking, and drafting of marketing materials.
• Coordinate with Brean's FIG equity research and institutional sales teams on capital markets transactions.
• Maintain group databases, league tables, deal logs, and weekly pipeline and market update materials.
• Attend client meetings and management presentations as a member of the deal team.

Requirements & Tech Stack

• Bachelor's degree with a strong academic record; coursework or concentration in finance, accounting, or economics preferred.
• 0–2 years of experience in investment banking, equity research, corporate finance, public accounting, or a related field (including internships).
• Strong understanding of accounting, corporate finance, and valuation fundamentals.
• Advanced Excel and PowerPoint skills.
• Experience with S&P Capital IQ Pro, Bloomberg, or FactSet preferred.
• Exceptional attention to detail.
• Strong written and verbal communication skills.
• Self-starter who thrives in a fast-paced, entrepreneurial environment and can manage multiple projects simultaneously.
• Demonstrated interest in financial institutions and a long-term interest in investment banking.
• Must be eligible to work in the United States without sponsorship.

Licensing & Registration

• Successful candidates will be required to obtain the FINRA Securities Industry Essentials (SIE), Series 79, and Series 63 registrations within the timeframe prescribed by the Firm following hire.
• Existing registrations are a plus.

About the Financial Institutions Group

Brean's Financial Institutions Group (FIG) provides strategic advisory and capital markets services to depository institutions and insurance companies across the United States. The group's depository practice advises community and regional banks, thrift holding companies, and credit unions (generally under $25 billion in total assets) on M&A, mutual-to-stock conversions, capital planning, and public and private offerings. The insurance practice advises property & casualty, life & annuity, and specialty carriers, as well as insurance distribution and services businesses, on M&A, capital raising, and strategic alternatives. The team is supported by a dedicated FIG equity research and institutional sales platform.

To apply, please email [email protected]