CareerPlan

Investment Banking Analyst

Winter Park, FL, USFull-time2026-11-06 → 2026-11-09

Core

Support end-to-end deal execution process for software M&A transactions, primarily on the buy-side, including presentations, due diligence coordination, and client relations.

Role type

Investment Banking Analyst

Builds

M&A transactions for software companies

Domain

Financial Services / Mergers & Acquisitions

Deliverable

client delivery

Required skills

Investment Banking experience, M&A transaction execution, industry research, presentation development, client relationship management

Preferred skills

Software M&A experience, closed M&A deal experience

Technologies

N/A

Responsibilities

Prepare and deliver presentations throughout the deal execution period, Assist in the coordination of internal and external resources in the due diligence process, Conducting extensive industry, market, and company-specific research, Building and maintaining client relations with established and prospective clients

Seniority

Analyst, entry-level to junior IC