What are the responsibilities and job description for the Analyst, Capital position at HORNE?
The primary purpose of this position is to develop an expansive knowledge of our investment banking practices, including sell-side advisory services, debt sourcing and recapitalizations, and valuation and consulting services in various industries. Analysts are an important part of our M&A team.
They conduct extensive industry research and analyze markets and major industry players - both strategic and financial - to draw insights on industry and transaction trends, identify growth opportunities, and contribute to insights and articles for the group.
Analysts work closely with the rest of our team in all aspects of soliciting new business opportunities and executing live engagements and are an integral part of our transaction teams.
Essential Functions
- Financial modeling and analysis across a wide range of industries
- Drafting marketing materials for sell-side engagements
- Identifying, contacting, and evaluating potential targets or acquirers
- Organizing and coordinating due diligence sessions with transaction counterparties
- Preparing proposals and pitch material for the solicitation of new business
- Communicating and interacting with deal team members
- Managing several projects simultaneously and working effectively as a part of the team
- Conducting comprehensive and in-depth company research
- Compiling research reports on select industries and sectors
- Maintaining relationships with private equity firms and family offices
- Having knowledge of regulatory and legal issues in the financial industry
Work Environment
Work to be performed in HORNE office setting or remotely.
Physical Demands
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 20 pounds at times.
Travel Required
Less than 20%.
Required Education and Experience
- Bachelor's degree from an accredited institution.
- 1-3 years of experience working with middle market companies.
Preferred Education and Experience
- Applicants with prior investment banking, corporate development, accounting, or consulting experience are preferred.
- Self-motivated, articulate individual possessing strong analytical, writing, and technical skills, dedicated to building a career in the investment banking industry.
- Candidates must be entrepreneurial, assertive, and team oriented.
- A strong work ethic and ability to learn quickly are critical.
