Corporate Advisory Analyst
Core
Supports Managing Directors and Directors across advisory mandates, corporate finance, acquisition finance, and complex structured finance solutions from origination through execution.
Role type
Corporate Advisory Analyst
Builds
Financial models, valuation analyses, pitchbooks, and client-ready materials for M&A, structured financings, and capital structure optimization.
Domain
Investment Banking / Corporate Finance
Required skills
Financial modeling, valuation analysis, financial statement analysis, capital markets instruments, rating agency frameworks, Excel, PowerPoint, industry research
Preferred skills
Capital IQ, FactSet, Bloomberg, FINRA Series 79 and 63 licenses
Technologies
Excel, PowerPoint, Capital IQ, FactSet, Bloomberg
Responsibilities
Develop financial analyses for strategic transactions, evaluate client strategies and financing needs, build financial models and valuation analyses, apply rating agency methodologies, perform financial statement and accounting analysis, prepare client-ready materials, conduct company and industry research, track market trends and regulatory developments, coordinate with product partners
Seniority
Junior, entry-level IC