What are the responsibilities and job description for the Investment Banking Analyst position at Romanchuk & Co.?
Romanchuk & Co. is seeking an exceptional Investment Banking Analyst for our office in Houston, Texas. Romanchuk & Co. provides strategic advisory services to our clients across the lower and middle markets, including sourcing, initiating, structuring and negotiating mergers and acquisitions, raising capital, as well as providing valuation and restructuring services. We specialize in advising owners of privately-held businesses across multiple subsectors of Energy and Industrials sectors, on the preparation and sale of their company, facilitating mergers and acquisitions, guiding companies through capital raises, and assisting in identifying and executing upon strategic opportunities.
Responsibilities:
- Prepare client presentations, marketing materials, CIMs and other transaction-related documents
- Perform comprehensive financial statement analysis and create and maintain models
- Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
- Assist with Identifying and developing business opportunities with clients
- Collect, consolidate, interpret and present both company and industry data
- Assist with preparing client pitch presentations, including compiling data and assembling presentation materials
- Participate in client meetings, and other client interactions as necessary
Qualifications:
- Bachelor’s degree with a finance, accounting or business-related concentration, MBA preferred
- Excellent financial analysis and modeling skills; must be an expert in Excel and PowerPoint
- Demonstrated interest in energy and investment banking, with a working knowledge of diversified industrial sectors is a plus
- Knowledge of general accounting and finance principles
- Exceptional written and verbal communication skills
- Ability to communicate at all levels in an organization
- Self-starter who can work hard, manage multiple tasks and adapt to changing priorities when needed
- Strong organizational skills –detail oriented
- Ability to learn quickly, work independently as well as being a team player
About Romanchuk & Co.
Romanchuk & Co. provides strategic advisory services to our clients across the middle market, including sourcing, initiating, structuring and negotiating mergers and acquisitions, raising capital, as well as providing valuation and restructuring services. We specialize in advising owners of privately-held businesses on the preparation and sale of their company, facilitating mergers and acquisitions, guiding companies through capital raises, and assisting in identifying and executing upon strategic opportunities. Learn more about our extensive energy and infrastructure services experience at www.romanchukco.com.