Investment Banking Analyst - Strategic Finance and Shareholder Engagement & Activism Advisory
Core
Analyst supporting Shareholder Engagement & Activism Advisory and Strategic Finance Groups on board-level strategic and financial advisory engagements, including activism defense, valuation, and capital structure design.
Role type
Investment Banking Analyst (Strategic Finance & Activism Advisory)
Builds
Shareholder defense materials, complex financial models, valuation analyses, and strategic alternatives reviews.
Domain
Investment Banking / Corporate Finance / M&A / Shareholder Activism
Required skills
Financial modeling, Valuation analysis, M&A expertise, Capital markets knowledge, Corporate strategy, Excel (advanced), PowerPoint, Financial database management, Governance document analysis, Investor portfolio analysis
Preferred skills
Investment banking experience, Consulting experience, Law experience, Corporate finance experience
Technologies
Excel, PowerPoint, DealPoint, Bloomberg, Capital IQ, Refinitiv, FactSet, Diligent, ISS
Responsibilities
Build and maintain complex financial models and valuation analyses; Perform shareholder register assessments and analysis of investor portfolios; Develop shareholder engagement and activism defense materials; Conduct strategic alternatives reviews and capital structure assessments; Analyze corporate governance frameworks, bylaws, board structures, and takeover defenses; Prepare client presentations and participate in internal and external meetings
Seniority
Analyst, entry-level IC
