Investment Banking Analyst
Core
Provide analytical support for mergers and acquisitions, public offerings, and financial advisory services by building financial models, valuations, and marketing materials.
Role type
Investment Banking Analyst
Builds
Mergers and acquisitions, public offerings, and financial advisory transactions
Domain
Investment Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial modeling, valuation analysis, business research, data visualization, mathematical analysis, technical writing, verbal communication, software proficiency
Preferred skills
AI tool usage (Rogo, auxi, CoPilot), SIE and Series 79 licensing, experience with Power BI or Tableau
Technologies
Rogo, auxi, Power BI, Tableau, CoPilot
Responsibilities
Prepare company valuations and build financial models, conduct research and analysis for client meetings and pitches, facilitate due diligence, create marketing materials and pitch books
Seniority
Junior, entry-level analyst
