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    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

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.
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    Investment Banking Analyst Job in Mclean | Robert Half