Demo

Investment Analyst

Credit Agricole Corporate and Investment Bank
York, NY Full Time
POSTED ON 9/18/2025
AVAILABLE BEFORE 11/18/2025

Summary of the position:

Credit Agricole Corporate and Investment Bank is seeking an analyst to work within GIB on the origination and execution of Mergers & Acquisitions and Equity Capital Markets transactions.

This position requires strong leadership qualities, good business “instinct” and the ability to work independently; Ability to participate in the effective execution of transactions as well as in the production of new business efforts; and Ability to work on many projects with different team members.

Responsibilities:

  • Extensive financial modeling in preparing financial analysis and conducting valuation analysis using various methodologies including comparable company, discounted cash flow and other analyses
  • Research industry fundamentals and market updates used in pitchbook materials and as regular updates to external clients and internal bankers
  • Participate in business and financial due diligence involving interaction with management teams, accountants, lawyers, consultants and customers
  • Support of execution teams: create and maintain deal information log and meeting minutes, assist in due diligence activities (e.g. preparation of data room), arrange and prepare materials for client meetings, anticipate team needs
  • Liaise with coverage and product groups in preparing materials for client meetings and other ad-hoc requests

KNOWLEDGE AND SKILLS

Qualifications/Education

Required: Bachelor’s Degree in Finance or related field. MBA a plus

Experience

Required: 2 years of Corporate or Investment Banking related experience

Specialist Training

CFA a plus

Approved Person Registration

Series 7, 63 and/or 79 a plus

Competencies Required

  • Excellent communication skills
  • Excellent analytical skills
  • Experience of analysis and reconciliation of large data sets
  • Must possess the following skills: smart, personable, strong writing, & financial modeling skills
  • Proficient in Excel & PowerPoint
  • Strong work ethic

Skills & Knowledge Requirements

  • Quantitative and technical
  • Strong technical skills – Well stablished knowledge of financial modeling (Discounted Cash Flows, Merger Models and LBO analysis)
  • Good understanding of what each particular situation calls for in terms of financial analysis – ability to make decision on financial analysis and capacity to teach analysts to develop modeling and analytical skills
  • Ability to properly identify and prepare proper comps, relevant industry and company data
  • Communication and business development
  • Strong oral and written communication skills
  • With some guidance, translate senior members’ transaction ideas into a written document – ability to elaborate pitches with some guidance from senior team members
  • Group coordination and training
  • Multitask

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