Bridgepoint Investment Banking

Financial Planning and Analysis

• Deal Execution: Play a pivotal role in deal teams, managing the deal process from origination to execution.
• Financial Modeling: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials.
• Transaction Support: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources.
• Client Diligence: Participate in the due diligence of current and potential clients and prospects.
• Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans.
• Client Materials: Prepare high-quality client presentations and industry reports.
• Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers.
• Business Development: Build prospecting lists for MDs to attend industry events and conferences.

Investment Banking Analyst