Investment Banking Analyst California

Overview

You will work closely with senior bankers to conduct financial analysis, prepare presentations, and interact with clients. This is an excellent opportunity for someone looking to launch a career in investment banking and gain exposure to high-profile deals and industry-leading financial expertise.

• Financial Analysis: Conduct detailed financial modeling, including valuation analysis (DCF, comparable company analysis, precedent transactions, etc.), and create projections for financial performance.
• Transaction Support: Assist in the preparation of pitch books, information memoranda, client presentations, and other deal-related materials.
• Market Research: Conduct industry research and competitive analysis to support deal structuring and client recommendations.
• Due Diligence: Participate in the due diligence process, coordinating with clients, external parties, and internal teams to gather necessary financial data and information.
• Client Interaction: Assist in managing client relationships by providing timely updates on deal progress and assisting in client meetings.
• Administrative Support: Handle day-to-day administrative tasks, including managing deal timelines, coordinating with other departments, and ensuring the accuracy of financial documents.
• Collaboration: Work closely with senior bankers and cross-functional teams, including legal, compliance, and tax, to ensure smooth execution of transactions.

• Education: Bachelor's degree in Finance, Economics, Business, or a related field from a top-tier university.
• Experience: Internship or 1-2 years of experience in investment banking, finance, or a related field preferred.
• Analytical Skills: Strong financial modeling and valuation skills; ability to analyze and interpret financial statements and other complex data.
• Technical Skills: Proficiency in Excel, PowerPoint, and financial modeling software (e.g., Bloomberg, FactSet).
• Attention to Detail: High level of accuracy in preparing financial models, presentations, and reports.
• Communication: Strong verbal and written communication skills; ability to prepare clear and concise presentations and reports.
• Work Ethic: Ability to work long hours in a fast-paced, high-pressure environment.
• Team Player: Collaborative attitude with the ability to work effectively with senior bankers, clients, and cross-functional teams.

• Salary Range: $90,000 - $125,000 per year (base salary), depending on experience and qualifications.
• Bonus: Performance-based bonus structure with potential for significant year-end bonuses based on individual and firm performance.
• Benefits:
• Comprehensive healthcare (medical, dental, and vision)
• 401(k) plan with company match
• Paid time off (PTO) and holidays
• Professional development and training opportunities
• Life and disability insurance
• Employee wellness programs

About Us

We are a leading global investment bank that provides capital markets, advisory, and investment management services to corporations, financial institutions, governments, and individuals. With a strong track record of delivering results for our clients, we offer an exciting, challenging work environment with opportunities for growth and advancement.