CareerPlan

Corporate Advisory Analyst

New York, NY, USFull-time$110k–$120k2026-11-05 → 2026-11-09

Core

Supports Managing Directors and Directors across advisory mandates, corporate finance, acquisition finance, and complex structured finance solutions from origination through execution.

Role type

Analyst in corporate finance and strategic advisory

Builds

Financial models, valuation analyses, pitchbooks, and client-ready materials for M&A, structured financings, and capital structure optimization

Domain

Investment banking / Corporate Finance / Structured Finance

Required skills

Financial modeling, valuation analysis, financial statement analysis, capital markets instruments knowledge, rating agency frameworks, Excel, PowerPoint, industry research, market trend tracking

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 and maintain financial models and valuation analyses; Apply rating agency methodologies to assess credit profiles; Prepare client-ready materials including pitchbooks and approval memos; Conduct company and industry research; Track market trends and regulatory developments

Seniority

Junior, entry-level analyst