CareerPlan

Senior Analyst, Investment Banking, Mergers & Acquisitions

New York, NY, USFull-time$120k–$130k2026-10-08 → 2026-11-09
On-site

Core

Execute a broad range of M&A transactions including financial analysis, valuation, and transaction support for clients in the Americas and global markets.

Role type

Senior Analyst, Investment Banking, Mergers & Acquisitions

Builds

Confidential offering memoranda, management and board presentations, and detailed financial models for senior bankers and clients.

Domain

Investment Banking, Mergers & Acquisitions, Capital Markets

Required skills

Financial analysis, Valuation, Financial modeling, Data collection and consolidation, Written analysis, Microsoft Excel, Project management, Attention to detail

Preferred skills

Experience in Consulting, Strong quantitative skills, Ability to work under pressure

Technologies

Microsoft Excel, Microsoft Suite

Responsibilities

Perform comprehensive financial analysis and create detailed financial models; Collect, consolidate and interpret company and industry data; Support transaction execution including coordinating due diligence process; Prepare client presentations including confidential offering memoranda and management presentations.

Seniority

Senior, hands-on IC