Corporate Advisory Analyst
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