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Investment Analyst
Investment Bank
San Francisco, CA
Summary:
A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring an investment analyst. The firm was founded in 2011 and is headquartered in San Francisco where they service clients across the globe. The firm is committed to providing excellent financial and strategic advisory services to clients, which starts with recruiting, training, and retaining the highest-caliber financial professionals.. The Analyst role will work closely with senior bankers in all aspects of a transaction from origination to closing. Analysts have the opportunity to harness their potential by being part of a culture of collaboration and accountability that offers compelling work and immediate direct client exposure.
Responsibilities:
· Work on client engagements related to M&A advisory services, capital formation, and other strategic advisory work
· Support the development of qualitative and quantitative analyses and presentation materials
· Construct and maintain financial models for M&A and financing scenarios
· Develop client presentations and transaction-related documents
· Research and assimilate market data related to public and private companies
Qualifications:
· Bachelor’s degree
· Internship or previous work experience in M&A, private equity, or related investment firm
· Detail-oriented with exceptional critical thinking and problem-solving abilities
· Capable of managing a variety of transactions and projects simultaneously
· Resourceful self-starter; able to work autonomously
· General understanding of accounting, finance and investment banking processes
· Demonstrated team player and leader
· Exceptional analytical, quantitative and communication skills
· Able to excel in a dynamic and entrepreneurial environment
· Proficient in Excel and PowerPoint
· Series 69, 73 and SIE required following employment
Compensation:
· $120k bonus, and exceptional benefits
Full Time
$107k-150k (estimate)
06/27/2024
07/12/2024
The following is the career advancement route for Investment Analyst positions, which can be used as a reference in future career path planning. As an Investment Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Analyst. You can explore the career advancement for an Investment Analyst below and select your interested title to get hiring information.