Boutique investment banking firm is seeking an Investment Banking Analyst with proven expertise extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets, the Investment Banking Analyst will also, perform extensive research, financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies.

Major Responsibilities

·      Provide financial analysis, forecasting and reporting

·      Develop strategic initiatives

·      Budgeting & Forecasting

·      Variance Analysis

·      Generate periodic asset allocation reports

·      Maintain knowledge of regulations and policies

·      Integrate financial data

·      Prepare financial reports with key metrics

·      Establish financial trends and make recommendations

·      Resolve data discrepancies

·      Ensure compliance with relevant financial regulations

To be considered, please apply directly to this post. Please direct additional questions to Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn or by calling 571.297.9074

The ideal Investment Banking Analyst will have a Bachelors degree in Accounting, Mathematics or Finance.

Other requirements for the Investment Analyst role include and are not limited to:

·      3+ years' experience in IB, transaction advisory, PE or VC

·      MUST have advanced Microsoft Excel skills

·      Mergers & Acquisition experience

· Financial Modeling, Investment Financial Modeling, Investment Banking

To be considered, please apply directly to this role. Please direct additional questions to Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn or by calling 571.297.9074