7,845 Banking Analyst jobs in the United States

Investment Banking Analyst

55405 Saint Paul, Minnesota Wipfli LLP

Posted 8 days ago

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Job Description

Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Responsibilities
+ Support investment banking team on the execution of M&A transactions.
+ Assist in preparation of confidential information memos, pitch materials, and presentations.
+ Develop and maintain complex financial models to perform various financial and valuation analyses.
+ Conduct comprehensive and in-depth company and industry research.
+ Play a key role in supporting origination, opportunity evaluation, and deal execution.
+ Occasional travel, to client sites.
Knowledge, Skills and Abilities
Qualifications
+ Bachelor's degree required with a major in business, finance, accounting, or economics preferred.
+ Minimum of 2-3 years of previous experience in investment banking.
+ SIE Exam, Series 79, and Series 63 licenses must be acquired within 120 days of employment.
+ Quantitative and data-based skills, including experience in valuation and financial modeling.
+ Ability to learn quickly and ability to manage several projects at once.
+ Must reside in or around the Twin Cities and able to commute to the office.
+ Willing to maintain a hybrid schedule of at least 4 days in office.
Alaina Lister, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!
#LI-AL2 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $60,000 to $99,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-MN-Minneapolis
Job ID
Category Financial Consulting
Remote No
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Investment Banking Analyst

84111 South Salt Lake, Utah $90000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client, a leading global investment bank, is seeking a highly analytical and driven Investment Banking Analyst to join their prestigious team in **Salt Lake City, Utah, US**. This demanding, in-office role offers an unparalleled opportunity to gain exposure to a wide range of complex financial transactions, including mergers and acquisitions, capital raising, and strategic advisory services. You will work directly with senior bankers and clients, playing a key role in financial modeling, valuation analysis, and the preparation of client presentations.

Key Responsibilities:
  • Develop complex financial models, including discounted cash flow (DCF), leveraged buyout (LBO), merger, and accretion/dilution analyses.
  • Perform company and industry research to support transaction analysis and client advisory.
  • Assist in the preparation of client marketing materials, such as pitch books, confidential information memorandums (CIMs), and management presentations.
  • Support senior bankers in all aspects of deal execution, including due diligence, transaction structuring, and closing.
  • Analyze financial statements, market data, and economic trends to identify investment opportunities and risks.
  • Coordinate with various parties involved in transactions, including legal counsel, accountants, and other advisors.
  • Build and maintain relationships with clients and industry contacts.
  • Contribute to the origination efforts of the banking team through market intelligence and idea generation.
  • Monitor existing client relationships and market developments.
  • Uphold the highest standards of professionalism, integrity, and ethical conduct.
Required Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A strong academic record is essential.
  • 0-3 years of prior investment banking or relevant financial services experience (internships count).
  • Exceptional quantitative, analytical, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint (presentation development).
  • Strong understanding of accounting principles, corporate finance, and valuation methodologies.
  • Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
  • High level of attention to detail and accuracy.
  • Ability to work long hours and under pressure in a demanding, team-oriented environment.
  • Proactive, self-motivated, and eager to learn.
  • Strong work ethic and a commitment to delivering high-quality results.
This is an exceptional career opportunity for individuals looking to start their career in investment banking within a highly respected institution. You will receive extensive training and mentorship, providing a solid foundation for future growth in the financial industry. Join our dynamic team and become part of shaping significant financial outcomes for our clients.
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Investment Banking Analyst

32201 Miami, Florida $85000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is actively recruiting a driven and analytical Investment Banking Analyst to join their team in **Jacksonville, Florida, US**. This role offers an exceptional opportunity to gain hands-on experience in mergers and acquisitions, corporate finance, and capital markets. You will be involved in all stages of transaction execution, from initial client pitching to closing deals. Key responsibilities include conducting in-depth financial analysis, building complex financial models (DCF, LBO, accretion/dilution), preparing pitch books and presentations, and performing due diligence. The ideal candidate will possess a strong academic background in finance, economics, or a related field, coupled with outstanding quantitative and analytical skills. A meticulous attention to detail and the ability to thrive in a fast-paced, high-pressure environment are paramount. You will work closely with senior bankers, clients, and other advisors, contributing to the development of strategic financial advice. Experience with financial databases such as Bloomberg, CapIQ, and FactSet is highly advantageous. This is an intellectually demanding role that requires dedication, resilience, and a strong work ethic. The opportunity to learn from experienced professionals and contribute to significant financial transactions makes this a highly rewarding career path. Join a dynamic team and build a successful career in investment banking.
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Investment Banking Analyst

63101 St. Louis, Missouri $100000 annum (plus WhatJobs

Posted 4 days ago

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Job Description

full-time
Our client, a prestigious investment bank, is seeking highly motivated and intellectually curious Investment Banking Analysts to join their dynamic team in **St. Louis, Missouri, US**. This challenging role offers an exceptional opportunity for driven individuals to gain exposure to a wide range of complex financial transactions. You will be an integral part of deal teams, providing critical support in financial modeling, valuation analysis, due diligence, and the preparation of client presentations for mergers and acquisitions, capital raises, and other strategic advisory services. The ideal candidate will possess outstanding analytical skills, a strong work ethic, and a passion for finance. Responsibilities include conducting in-depth market research, building sophisticated financial models (DCF, LBO, precedent transactions), developing pitch books and marketing materials, and liaising with clients and other advisors. You will work directly with senior bankers, contributing to deal execution and client relationship management. Accuracy, attention to detail, and the ability to work effectively under pressure in a fast-paced environment are paramount. A Bachelor's degree in Finance, Economics, Accounting, or a related business field from a top-tier university is required. A minimum of 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a closely related field is preferred, though exceptional recent graduates will be considered. Advanced proficiency in Excel and PowerPoint is essential. Strong quantitative and modeling skills, excellent written and verbal communication abilities, and a demonstrated interest in financial markets are mandatory. This role is inherently office-based, requiring full-time commitment in our **St. Louis, Missouri, US** location to facilitate seamless collaboration and client engagement.
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Investment Banking Analyst

32202 Miami, Florida $95000 Annually WhatJobs

Posted 5 days ago

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Job Description

full-time
Our client, a leading financial institution, is actively recruiting an ambitious Investment Banking Analyst to join their dynamic team in Jacksonville, Florida, US . This role offers a challenging and rewarding career path for individuals passionate about financial markets and corporate finance. As an Investment Banking Analyst, you will play a crucial role in supporting senior bankers on a variety of M&A transactions, capital raises, and strategic advisory assignments. Your responsibilities will include conducting in-depth financial analysis, building complex financial models, preparing pitch books and marketing materials, and performing industry and company research. You will work closely with clients across diverse sectors, gaining exposure to high-profile deals and developing critical skills in valuation, due diligence, and negotiation. The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with a strong academic record. Previous experience in investment banking, corporate finance, or a related field is highly desirable. Exceptional analytical abilities, attention to detail, and proficiency in Excel and PowerPoint are essential. Strong communication and interpersonal skills are required to effectively interact with clients and team members. This is an exceptional opportunity to launch or accelerate your career in investment banking within a highly respected firm. We offer a competitive compensation package, comprehensive benefits, and a collaborative work environment that fosters professional development.
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Investment Banking Analyst

92101 San Diego Country Estates, California $90000 annum + bon WhatJobs

Posted 5 days ago

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Job Description

full-time
Our client, a prestigious investment bank, is actively recruiting a highly motivated and analytical Investment Banking Analyst to join their thriving team in San Diego, California, US . This is a challenging and rewarding role for an individual with a strong aptitude for finance, keen attention to detail, and the ability to thrive in a fast-paced, demanding environment. The Analyst will provide critical support in executing a wide range of financial advisory services, including mergers and acquisitions (M&A), corporate finance, and capital raising activities. Responsibilities include conducting in-depth financial analysis, building complex financial models, preparing client presentations and marketing materials, performing valuation analyses, conducting due diligence, and supporting senior bankers in client negotiations. The ideal candidate will possess excellent quantitative and qualitative analytical skills, a solid understanding of accounting principles, and proficiency in financial modeling software such as Excel. Strong research capabilities and the ability to synthesize complex information into actionable insights are essential. The successful candidate will have a Bachelor's degree in Finance, Economics, or a related field from a top-tier university, with a minimum GPA of 3.7. Previous internship experience in investment banking, private equity, or corporate finance is highly preferred. This role requires exceptional work ethic, resilience, and a commitment to delivering high-quality work under tight deadlines. Strong interpersonal and communication skills are vital for effective client interaction and team collaboration. Join a dynamic team where you can develop your financial expertise and build a successful career in the competitive world of investment banking. This is an on-site position demanding presence in the office for crucial client meetings and team collaboration.
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Investment Banking Analyst

37203 Nashville, Tennessee $100000 Annually WhatJobs

Posted 6 days ago

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Job Description

full-time
Our client, a leading investment bank, is seeking a highly motivated and analytical Investment Banking Analyst to join their fully remote deal team. This role offers an exceptional opportunity for aspiring finance professionals to gain in-depth experience in mergers and acquisitions, capital markets, and corporate finance advisory. As an Analyst, you will be instrumental in supporting senior bankers on transactions, conducting extensive financial analysis, building complex financial models, and preparing client presentations and marketing materials. Responsibilities include market research, valuation analysis, due diligence coordination, and managing data rooms. The ideal candidate will possess strong quantitative skills, meticulous attention to detail, and a solid understanding of accounting principles and financial markets. Proficiency in Excel, PowerPoint, and financial modeling is essential. This position requires excellent written and verbal communication skills, a strong work ethic, and the ability to thrive in a demanding, fast-paced, and collaborative remote environment. We are looking for driven individuals who are eager to learn and contribute to high-profile transactions. Although based remotely, fostering strong relationships within the team and with clients will be paramount to success. Join our client's dynamic team and embark on a challenging and rewarding career in investment banking, remotely serving clients and contributing to financial strategy.
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Investment Banking Analyst

50309 Des Moines, Iowa $100000 annum + bon WhatJobs

Posted 6 days ago

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Job Description

full-time
WhatJobs is seeking highly analytical and driven individuals to join our Investment Banking division as Analysts. This is a demanding yet rewarding entry-level position where you will gain invaluable experience in financial modeling, valuation, M&A analysis, and capital raising. You will work closely with senior bankers, supporting deal execution and client advisory services.

Responsibilities:
  • Assist in the preparation of financial models, valuation analyses, and presentations for M&A transactions, equity offerings, and debt financings.
  • Conduct industry research, market analysis, and company-specific due diligence.
  • Support senior bankers in managing client relationships and executing transactions.
  • Prepare pitch books, confidential information memorandums (CIMs), and other client-facing materials.
  • Analyze financial statements and develop pro forma financial models.
  • Participate in deal execution, including coordinating with legal counsel and other advisors.
  • Monitor market developments and identify potential investment opportunities.
  • Contribute to team efforts and collaborate effectively with colleagues across different departments.
  • Maintain a high level of attention to detail and accuracy in all work products.
  • Develop a strong understanding of financial markets and investment banking processes.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
  • Strong academic record with a GPA of 3.7 or higher.
  • Exceptional analytical, quantitative, and problem-solving skills.
  • Proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint.
  • Excellent written and verbal communication skills.
  • High level of motivation, work ethic, and ability to perform under pressure.
  • Ability to manage multiple tasks and meet tight deadlines.
  • Previous internship experience in investment banking, corporate finance, or a related field is highly preferred.
  • Team-oriented with a collaborative attitude.
  • Detail-oriented with a commitment to producing high-quality work.
This on-site role is based in Des Moines, Iowa . Join a leading financial institution and launch your career in investment banking.
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Investment Banking Analyst

89101 Sunrise Manor, Nevada $90000 annum + bon WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a prestigious global financial institution, is actively seeking a highly motivated and analytically skilled Investment Banking Analyst to join their team in Las Vegas, Nevada, US . This demanding role offers unparalleled exposure to complex financial transactions, including mergers and acquisitions, capital raising, and corporate finance advisory services. The ideal candidate will possess a strong academic background, exceptional quantitative and financial modeling skills, and an unwavering commitment to excellence in a fast-paced, client-driven environment. You will be instrumental in conducting in-depth financial analysis, preparing client materials, and supporting senior bankers in executing transactions.

Responsibilities:
  • Perform comprehensive financial analysis, including valuation modeling (DCF, precedent transactions, comparable companies), LBO modeling, and financial statement analysis.
  • Assist in the preparation of client presentations, pitch books, and marketing materials.
  • Conduct due diligence for mergers and acquisitions, capital markets, and other advisory assignments.
  • Support deal execution processes, including coordinating with clients, legal counsel, and other advisors.
  • Research industry trends, market dynamics, and potential investment opportunities.
  • Assist in the sourcing and development of new business opportunities.
  • Build and maintain strong relationships with clients and other stakeholders.
  • Ensure accuracy and quality of all financial models and deliverables.
  • Work collaboratively with deal teams to achieve transaction objectives.
  • Stay abreast of market developments and regulatory changes impacting the financial industry.
  • Contribute to a positive and productive team culture.
  • Adhere to all firm policies and compliance requirements.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related quantitative field from a top-tier university.
  • Prior internship experience in investment banking, corporate finance, private equity, or a related field is strongly preferred.
  • Exceptional financial modeling and valuation skills.
  • Proficiency in Microsoft Excel (advanced functions, VBA), PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv, CapIQ).
  • Strong understanding of accounting principles and corporate finance concepts.
  • Excellent analytical, critical thinking, and problem-solving abilities.
  • Impeccable attention to detail and a commitment to accuracy.
  • Superior written and verbal communication skills, with the ability to articulate complex financial information clearly and concisely.
  • High level of drive, motivation, and ability to work long hours under pressure.
  • Team-oriented mentality and ability to collaborate effectively.
  • Series 7 and 63 licenses or willingness to obtain them within a specified timeframe.
This is a challenging and highly rewarding career opportunity within the dynamic financial landscape of Las Vegas, Nevada, US . If you possess the drive, intellect, and quantitative acumen for investment banking, we encourage you to apply.
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Investment Banking Analyst

45202 Cincinnati, Ohio $90000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a leading financial institution, is seeking a highly motivated and detail-oriented Investment Banking Analyst to join their reputable team in Cincinnati, Ohio, US . This fast-paced role offers unparalleled exposure to complex financial transactions, including mergers and acquisitions, debt and equity financings, and strategic advisory services. The analyst will play a crucial role in financial modeling, valuation analysis, due diligence, and the preparation of client presentations. This position requires exceptional quantitative skills, a strong work ethic, and a deep understanding of financial markets and corporate finance principles.

Responsibilities:
  • Develop complex financial models for valuation, transaction analysis, and forecasting.
  • Conduct thorough due diligence on potential clients and transactions.
  • Assist in the preparation of pitch books, presentations, and other client-facing materials.
  • Perform industry and company-specific research to support strategic advisory mandates.
  • Analyze market trends and financial data to identify investment opportunities.
  • Coordinate with internal teams and external advisors throughout transaction processes.
  • Support senior bankers in client meetings and negotiations.
  • Monitor portfolio companies and market developments.
  • Ensure accuracy and quality of all analytical work and deliverables.
  • Adhere to regulatory requirements and firm policies.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related field with a strong academic record.
  • 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
  • Advanced proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint.
  • Solid understanding of accounting principles, corporate finance, and valuation methodologies.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong attention to detail and commitment to producing high-quality work.
  • Effective written and verbal communication skills, with the ability to present complex information clearly.
  • Ability to work long hours and meet demanding deadlines in a high-pressure environment.
  • Team player with strong interpersonal skills and a professional demeanor.
  • Knowledge of capital markets and deal execution processes.
This is an outstanding opportunity for an aspiring finance professional to gain invaluable experience and build a successful career in investment banking. Join a collaborative team in Cincinnati that values dedication and excellence.
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