Investment Banking Analyst I

About the Role

The Investment Banking Analyst I is primarily responsible for researching, assembling, analyzing, interpreting, and presenting written and numerical data. This includes using written and verbal methods to convey data and present interpretations and recommendations in a meaningful and comprehensive manner. An ability to multi-task, problem-solve, research, and grasp and assimilate complex issues in a “thinker’s environment” is mandatory. Ideally seeking candidates with ties to South Florida.

Key Responsibilities

• Perform financial and market research and develop Offering Memoranda, Confidential Information Memoranda, executive summaries, teasers, FAQs, business plans, management presentations, and other marketing materials.
• Develop financial models, including three-statement models, pro-formas, forecasts and projections, margin and ratio analysis, 4-method valuation analysis, working capital analysis, sources and uses analysis, capital structure analysis, sensitivity analysis, and KPI analysis.
• Execute end-to-end M&A transactions across buy-side and sell-side mandates.
• Assist other team members in the marketing and due diligence phases of the transaction process on behalf of clients.
• Author and publish industry research for the investment and business communities.
• Interface with a client’s accountant or external accounting firm to convert compiled financial statements to GAAP.
• Assist in all facets of the due diligence process on behalf of clients.
• Interface with and advise clients on their financial and information systems and reporting, performance metrics, KPIs, forecasts, and diligence materials required to conduct a sale, acquisition, or turnaround of the business.
• Develop ad hoc reporting tools for clients.
• Assist senior team members in solving complex problems with insight, research, data analysis, and written thesis.
• Flexibility required for travel.

Requirements & Tech Stack

• A thorough understanding of how to read and interpret financial statements, tax returns, and other supporting financial information for privately held companies.
• Familiarity with GAAP accounting practices and formal valuation techniques.
• Solid understanding of the fundamentals of private company valuation and M&A and/or financing transactions.
• Highly developed analytical skills: the ability to model, analyze, package, present in written form, and illustrate findings through analysis, and particularly to allow work product to resonate with clients and third parties.
• Proficiency in Office (Excel, Word, Project, and PowerPoint) and Internet research.
• Excellent business writing (offering document and business plan writing experience is preferred) and presentation skills.
• Ability to communicate exceptionally well with others inside and outside the organization.

Qualifications

• A minimum of 6 Months of direct relevant work experience in Investment Banking is required.
• Candidates with a Master’s degree in addition to direct work experience will have greater consideration.