CareerPlan

Corporate Advisory Analyst

New York, NY, USFull-time$110k–$120k2026-11-03 → 2026-11-11

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