Senior Investment Analyst
Job Summary
The Senior Investment Analyst will support M&A and capital markets transactions through financial modeling and valuation. They will conduct deep industry research and due diligence to facilitate strategic advisory projects. The role involves managing transaction documentation and coordinating with both internal stakeholders and external clients.
Responsibilities
- Support M&A and capital market transactions
- Perform financial modeling and company valuations
- Conduct industry and macroeconomic research
- Manage data rooms and transaction documentation
Required Skills
- 3-4 years experience in IB/Corporate Finance
- Financial modeling and valuation expertise
- Proficiency in Excel and PowerPoint
- Strong analytical and problem-solving skills
Job Details
Key Responsibilities
- Support the origination and execution of M&A, debt capital markets (DCM), equity capital markets (ECM), and other strategic advisory transactions.
- Build financial models, perform company valuations, and prepare pitch books, information memorandums, and client presentations.
- Conduct macroeconomic, industry, and company research, including financial analysis and due diligence to support transactions.
- Coordinate transaction execution by managing data rooms, documentation, and liaising with clients and internal stakeholders.
- Support senior bankers with deal execution, administrative matters, and other ad hoc projects as required.
Requirements
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
- 3-4 years of relevant experience in Investment Banking, Corporate Finance, Transaction Advisory, M&A.
- Strong knowledge of accounting principles, financial modelling, valuation techniques, and proficiency in Microsoft Excel and PowerPoint.
- Excellent analytical, communication, and problem-solving skills, with the ability to work effectively in a fast-paced environment.