
Investment Banking Analyst
Bridgepoint Investment Banking
full-time
Posted on:
Location Type: Hybrid
Location: Omaha • New York • United States
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Job Level
About the role
- 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.
Requirements
- Education: Bachelor’s Degree required (not a current student)
- Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)
- Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality.
- Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth.
- Attention to Detail: Exhibit strong attention to detail and personal accountability.
- Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus.
- Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure.
- Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up.
- Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment.
- Teamwork: A team player who is energetic, responsive, and takes initiative.
- Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
- Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.
Benefits
- Medical, Dental and Vision coverage | 100% premium coverage for employee, 25% for dependents
- Flexible PTO
- 401K
- Annual firm retreat
- Employer-sponsored employee giving
- Corporate Chaplain and access to performance coaches
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingfinancial analysisM&A transactionscapital raisingdata analysispresentation preparationindustry researchclient diligencequantitative skillsaccounting knowledge
Soft Skills
professionalismintegrityattention to detailcommunicationorganizationproblem-solvingadaptabilityteamworkentrepreneurial spiritpersonal accountability