CareerPlan

Investment Banking Analyst - Financial Services - Specialty Finance

Charlotte, NCFull-time$110k–$125k2026-10-16 → 2026-11-12
On-site · United StatesNo visa sponsorship

Core

Investment Banking Analyst supporting capital raising transactions and strategic advisory projects for clients in the Specialty Finance sector.

Role type

Investment Banking Analyst

Builds

Financial models, market materials, and valuation analyses for capital markets transactions.

Domain

Financial Services / Investment Banking

Required skills

Financial modeling, valuation analysis, industry research, client interfacing, transaction execution support, market tracking, analytical mindset, multi-tasking

Preferred skills

Prior investment banking experience, formal financial modeling training, degree in finance/business/economics

Technologies

Financial modeling tools, market data platforms

Responsibilities

Provide critical support during all phases of transaction execution, Create market related materials and closely track both public and private companies, Build financial models, perform valuation analyses and investor targeting, Conduct industry- and company-specific research, Interface directly with clients and senior bankers

Seniority

Analyst, entry-level to 1+ years experience