Investment Banking Analyst

Brean Capital, LLC

Financial Institutions Group — Depositories & Insurance

Key Responsibilities

• Build and maintain detailed financial models for depository and insurance clients, including merger models (accretion/dilution, pro forma capital and tangible book value earnback), 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 regulatory capital, credit quality, net interest margin, loss ratios, and other 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 (common, preferred, subordinated debt, senior debt)
• 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
• Strong understanding of accounting, corporate finance, and valuation fundamentals; bank or insurance accounting knowledge is a plus
• Advanced Excel and PowerPoint skills; experience with S&P Capital IQ Pro, Bloomberg, or FactSet preferred
• Exceptional attention to detail and the ability to produce accurate, client-ready work under tight deadlines
• Strong written and verbal communication skills and professional presence
• 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 (Investment Banking Representative), and Series 63 (Uniform Securities Agent State Law) registrations within the timeframe prescribed by the Firm following hire.
• Existing registrations are a plus.

About the Role

• High-visibility role on a lean team.
• Analysts work directly with Associates, Vice Presidents, Directors and Managing Directors.
• Analysts are expected to take ownership of financial analysis, client materials, and transaction workstreams from the outset.

To apply, please email Recruitment@breancapital.com