The Opportunity:
Investment Banking Analysts are responsible for providing research, analysis, and transaction support in M&A, private capital placement, and other strategic and financial transactions on behalf of of our clients predominantly in the technology industry. Investment Banking Analyst provide direct support to Associates, Vice Presidents, and in some instances, Managing Directors of the firm.
This is an excellent opportunity for a candidate who has an interest in and proclivity with numbers, and who has an active interest in technology.
Responsibilities:
• Work in a support capacity for senior members of the advisory team;
• Researching, gathering and analysing data;
• Identify industry-specific trends and issues, including financial information, incoming profiles of prospects, and competitor performance;
• Work closely with potential clients to obtain, collate, and organise business and financial data;
• Develop and refine client pro forma forecasts, financial models, valuation models, and similar analytical models, as well as other client reports;
• Perform in-depth interrogation of clients about business financials and performance;
• Conduct business valuations using different valuation methodologies;
• Provide evaluation and analysis of businesses to influence outcomes and decisions;
• Prepare client presentations, Confidential Information Memoranda, and similar materials used to win and execute the advisory business; and
• Communicate and prepare materials to support recommendations to team and stakeholders.
Required Skills:
• Proficiency with Capital IQ, PitchBook, Bloomberg, Thomson Reuters and similar information databases;
• Expert with Microsoft Word, Excel, and Powerpoint;
• Basic understanding of accounting concepts and the ability to analyze profit & loss statements, balance sheets, and related financial reports, and communicate insight, patterns and trends;
• Experience drafting and producing client presentations and related materials;
• Proficiency, with experience of no fewer than five transactions, with Discounted Cash Flow Analysis, Leveraged Buyout Analysis, Comparable Publicly-Traded Company Analysis, and Precedent M&A Transaction Analysis;
• Understanding of Corporate Finance theory and practice, including the Capital Asset Pricing Model and calculation of the Weighted Average Cost of Capital and a company’s Beta;
• Experience compiling and managing an electronic data room for a transaction, using customary vendor platforms such as FIRMEX;
• Familiarity with the organization, content, and assembly of Confidential Information Memoranda, Private Placement Memoranda, and the like;
• Experience managing a Buyer’s or Investor’s Log, including daily entries and updates, for a transaction
• Strong communication skills (written and verbal);
• Deadline-driven, and has a sense of urgency;
• Robust analytical skillset and naturally inquisitive; and
• Ability to work independently and multi-task in fast-paced environment.
Experience and Education:
• Bachelor's degree or more from a leading university or college
• Strong academics in mathematics, computer science, business administration, accounting, economics, finance or equivalent numbers discipline;
• Preferable prior experience with an investment banking firm, transaction services firm, financial due diligence advisor, or accounting firm;
• Will consider those who come from an audit background, preferably from one of the Big 4; and
• A minimum of 2 years relevant work experience.
**Candidates must be authorized to work in the United States with no visa requirements**
Salary: $80K - $100K pa OTE
