Investment Banking Analyst I

This posting will close at end of day Friday, October 30. Under no circumstances should you reach out to VP directly or you will be automatically disqualified.Position Overview:The Investment Banking Analyst I is primarily responsible for researching, assembling, analyzing, interpreting and presenting written and numerical data in a formatted way, using written and verbal methods to convey the data and present his/her interpretations and recommendations in a meaningful and comprehensive manner.A minimum of 6 Months of direct relevant work experience in Investment Banking is required. Candidates with a Master’s degree in addition to direct work experience will have greater consideration. An ability to multi-task, problem solve, research, and grasp and assimilate complex issues in a “thinker’s environment” is mandatory. Ideally seeking candidates with ties to South Florida.

Requirements

• A thorough understanding of how to read and interpret financial statements, tax returns, and other supporting financial information for privately held companies
• Familiarity with GAAP accounting practices and formal valuation techniques
• Solid understanding of the fundamentals of private company valuation and M&A and/or financing transactions
• Highly developed analytical skills: the ability to model, analyze, package, present in written form and illustrate your findings through your analysis, and particularly to allow your work product to resonate with our clients and third parties
• Proficiency in Office (Excel, Word, Project and PowerPoint) and Internet research
• Excellent business writing (offering document and business plan writing experience is preferred) and presentation skills
• Ability to communicate exceptionally well with others inside and outside the organization

Responsibilities

• Perform financial and market research and develop Offering Memoranda, Confidential Information Memoranda, executive summaries, teasers, FAQs, business plans, management presentations and other marketing materials
• Develop financial models, including three-statement models, pro-formas, forecasts and projections, margin and ratio analysis, 4-method valuation analysis, working capital analysis, sources and uses analysis, capital structure analysis, sensitivity analysis, and KPI analysis
• Execute end-to-end M&A transactions across buy-side and sell-side mandates
• Assist other team members in the marketing and due diligence phases of the transaction process on behalf of our clients
• Author and publish industry research for the investment and business communities
• Interface with a client’s accountant or external accounting firm to convert compiled financial statements to GAAP
• Assist in all facets of the due diligence process on behalf of our clients
• Interface with and advise clients on their financial and information systems and reporting, performance metrics, KPIs, forecasts, and diligence materials required to conduct a sale, acquisition, or turnaround of the business
• Develop ad hoc reporting tools for clients
• Assist senior team members in solving complex problems with insight, research, data analysis, and written thesis
• Flexibility required for travelHow to Apply:Interested candidates should apply only through this posting with your most up-to-date resume; all other forms of inquiry will go unanswered. Thank you.