6,761 Equity jobs in the United States

Investment Banking - TMT Equity Capital Markets - Associate

10176 New York, New York JPMorgan Chase

Posted 10 days ago

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Job Description

We are seeking a highly-skilled and experienced Investment Banking Associate to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
**Job Summary**
As an Associate in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will play a leadership role in the capital markets execution function working alongside J.P. Morgan's Analysts and Associates, as well as senior bankers. You will develop strong functional skills in the major areas of investment banking and capital markets and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding ECM and capital markets transactions.
+ Interact with senior team members and client management teams on a daily basis to execute ECM transactions and discuss strategic alternatives.
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of pitch situations or M&A transactions.
+ Develop and maintain active dialogue with buyside investor clients.
+ Provide leadership, mentorship, and supervision to Associates and Analysts.
+ Participate in graduate recruiting.
**Required qualifications, capabilities, and skills**
+ Minimum 3 years of work experience in an investment banking or related front office role.
+ Bachelor's degree in Accounting, Economics, Finance and/or related field.
+ Knowledge of the ECM execution function and the next steps / processes to drive transactions forward.
+ Creative capital markets mindset and knowledge to deliver clients with relevant and actionable advice with respect to their capital markets options.
+ Willingness to develop buyside investor relationships.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
+ Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $175,000.00 - $225,000.00 / year
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Investment Banking - TMT Equity Capital Markets - Associate

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 11 days ago

Job Viewed

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Job Description

Permanent
We are seeking a highly-skilled and experienced Investment Banking Associate to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.

Job Summary

As an Associate in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will play a leadership role in the capital markets execution function working alongside J.P. Morgan's Analysts and Associates, as well as senior bankers. You will develop strong functional skills in the major areas of investment banking and capital markets and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.

Job Responsibilities

  • Develop content for strategic meetings with clients regarding ECM and capital markets transactions.
  • Interact with senior team members and client management teams on a daily basis to execute ECM transactions and discuss strategic alternatives.
  • Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.
  • Defining, guiding and reviewing detailed combination and other financial analyses in the context of pitch situations or M&A transactions.
  • Develop and maintain active dialogue with buyside investor clients.
  • Provide leadership, mentorship, and supervision to Associates and Analysts.
  • Participate in graduate recruiting.

Required qualifications, capabilities, and skills
  • Minimum 3 years of work experience in an investment banking or related front office role.
  • Bachelor's degree in Accounting, Economics, Finance and/or related field.
  • Knowledge of the ECM execution function and the next steps / processes to drive transactions forward.
  • Creative capital markets mindset and knowledge to deliver clients with relevant and actionable advice with respect to their capital markets options.
  • Willingness to develop buyside investor relationships.
  • Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
  • Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $175,000.00 - $225,000.00 / year

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Investment Banking Sr Analyst - Equity Capital Markets (ECM)

94199 San Francisco, California Citigroup Inc

Posted 10 days ago

Job Viewed

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Job Description

The Investment Banking Senior Analyst is an intermediate level position primarily responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Work directly with the Head of Growth Equity and alongside the Technology banking teams in our San Francisco office. Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals Conduct economic/financial research Evaluate company’s financial performance compared to overall industry and market trends Build complex financial models for valuation purposes Qualifications: 2-5 years of relevant experience Series 7, 79 and 63 licenses Consistently demonstrates clear and concise written and verbal communication skills Ability to work under pressure in a rapidly changing environment in order to meet deadlines Ability to coordinate closely with team members on our New York ECM desk Education: Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. --- Job Family Group: Institutional Banking --- Job Family: Investment Banking --- Time Type: Full time --- Primary Location: San Francisco California United States --- Primary Location Full Time Salary Range: $110,000.00 - $135,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. --- Most Relevant Skills Please see the requirements listed above. --- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. --- Anticipated Posting Close Date: Aug 08, 2025 --- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

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Investment Banking Sr Analyst - Equity Capital Markets (ECM)

94103, California Citigroup

Posted 2 days ago

Job Viewed

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Job Description

The Investment Banking Senior Analyst is an intermediate level position primarily responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work directly with the Head of Growth Equity and alongside the Technology banking teams in our San Francisco office.
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Qualifications:**
+ 2-5 years of relevant experience
+ Series 7, 79 and 63 licenses
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
+ Ability to coordinate closely with team members on our New York ECM desk
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Primary Location:**
San Francisco California United States
---
**Primary Location Full Time Salary Range:**
$110,000.00 - $135,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 08, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now

Investment Banking Sr Analyst - Equity Capital Markets (Syndicate)

10176 New York, New York Citigroup

Posted 8 days ago

Job Viewed

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Job Description

The Equity Capital Markets (ECM) Syndicate Sr Analyst is an intermediate level position responsible for assisting clients in raising funds in the equity capital markets, through IPO, Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure, responsibility will also include advising and structuring non-capital raising strategic assignments, such as spin-offs and split-offs. The overall objective of this role is to act as a strategic advisor to our clients by facilitating capital formation in the equity market for clients.
**Responsibilities:**
+ Work with senior Equity Capital Markets (ECM) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Work directly with internal partners (Corporate & Investment banking, Risk, Legal, Operations) as well as external partners (Clients, Investors, External Counsel) in the coordination and execution of a deal from launch to close
+ Desire and ability to thrive in fast paced, trading floor environment with short deadlines and real-time market interaction
+ Work closely with institutional investors & equity sales regarding company valuation, deal structure and terms, and other relevant topics
+ Collaborate with investment banking teams, equity traders, and equity sales personnel in targeting key investors, obtaining investor feedback, identifying appropriate valuation, and creating allocation strategies
+ Build and maintain relationships with key institutional investors through regular in-person meetings and calls
+ Produce market commentary for distribution to global corporate clients
+ Prepare materials for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1-3 years of relevant experience
+ Series 7, 79 and 63 licenses
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
$110,000.00 - $135,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Jul 17, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now

Investment Banking - Equity Capital Markets, Healthcare - Vice President

94102 San Francisco, California JPMorgan Chase Bank, N.A.

Posted 18 days ago

Job Viewed

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Job Description

Permanent
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.

Job Summary

As a Vice President in Equity Capital Markets, Healthcare team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

  • Acting as the primary day-to-day client point of contact and lead banker on deals
  • Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
  • Refining marketing/execution materials for maximum client impact
  • Overseeing the creation of financial projection models
  • Identifying and managing all risks in a given deal
  • Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
  • Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills
  • Prior work experience in an investment banking front office role.
  • Experience in training junior bankers
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Very strong quantitative and analytical skills (including Excel modelling and valuation work)
  • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
  • Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
  • Ability to comfortably interact with clients in a professional and mature manner
  • Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
San Francisco,CA $200,000.00 - $275,000.00 / year

Apply Now

Investment Banking - Equity Capital Markets, Diversified Industries - Vice President

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 15 days ago

Job Viewed

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Job Description

Permanent
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, Diversified Industries team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.

Job Summary

As a Vice President in Equity Capital Markets, Diversified Industries team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

  • Acting as the primary day-to-day client point of contact and lead banker on deals
  • Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
  • Refining marketing/execution materials for maximum client impact
  • Overseeing the creation of financial projection models
  • Identifying and managing all risks in a given deal
  • Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
  • Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills
  • Prior work experience in an investment banking front office role.
  • Experience in training junior bankers
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Very strong quantitative and analytical skills (including Excel modelling and valuation work)
  • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
  • Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
  • Ability to comfortably interact with clients in a professional and mature manner
  • Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $200,000.00 - $275,000.00 / year

Apply Now
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Financial Analyst (Investment Banking)

95113 San Jose, California $90000 annum + bon WhatJobs

Posted 18 days ago

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Job Description

full-time
Our client, a distinguished investment banking firm with a strong presence in the technology sector, is seeking a highly analytical and driven Financial Analyst to join their team in San Jose, California, US . This full-time position offers an exceptional opportunity for an ambitious professional to gain unparalleled experience in complex financial transactions, including mergers and acquisitions (M&A), capital raising, and strategic advisory services. The ideal candidate will possess a strong foundational knowledge of finance, excellent quantitative skills, and a relentless work ethic.

As a Financial Analyst, you will play a critical role in supporting senior bankers on various client engagements. Your responsibilities will include financial modeling, valuation analysis, industry research, and presentation preparation. This role demands a high level of attention to detail, the ability to work under pressure, and a proactive approach to problem-solving. Our client fosters a meritocratic and intellectually rigorous environment, providing extensive training, mentorship, and a clear path for career progression. If you are eager to launch a challenging and rewarding career in investment banking, we encourage you to apply.

Key Responsibilities:
  • Develop complex financial models (e.g., DCF, LBO, merger models) to support valuation and transaction analysis.
  • Conduct comprehensive industry research, market analysis, and competitive landscaping.
  • Prepare compelling client presentations, pitch books, and confidential information memoranda (CIMs).
  • Assist in due diligence processes, analyzing financial statements, operational data, and legal documents.
  • Support the execution of M&A transactions, debt and equity financings, and other strategic advisory mandates.
  • Perform quantitative analysis to evaluate investment opportunities and assess financial performance.
  • Collaborate with deal teams, senior bankers, and clients throughout the transaction lifecycle.
  • Maintain and update financial databases and tracking models.
  • Stay abreast of financial markets, industry trends, and regulatory developments.
  • Assist in the preparation of internal reports and analyses for senior management.
  • Participate in client meetings and calls, contributing to discussions as appropriate.
  • Demonstrate a strong understanding of accounting principles and corporate finance concepts.

Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field from a top-tier university.
  • 0-2 years of experience in investment banking, private equity, corporate finance, or a highly analytical role. Recent graduates with strong internship experience are highly encouraged.
  • Exceptional financial modeling and valuation skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Strong analytical, quantitative, and problem-solving abilities.
  • Excellent written and verbal communication skills, with a professional demeanor.
  • Ability to work effectively in a fast-paced, demanding, and results-oriented environment.
  • High level of attention to detail and accuracy.
  • Demonstrated ability to work independently and as part of a team.
  • Strong work ethic and ability to manage multiple priorities simultaneously.

Preferred Skills:
  • Prior internship experience in investment banking or private equity.
  • CFA (Chartered Financial Analyst) candidacy or progress towards it.
  • Knowledge of programming languages such as Python or VBA for financial analysis.
  • Familiarity with financial data terminals (e.g., Bloomberg, Refinitiv Eikon).

Join our client's prestigious team in San Jose and gain invaluable experience in the world of high finance. This role offers an intense but highly rewarding path for career acceleration. Apply today!
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Financial Analyst, Investment Banking

46204 Indianapolis, Indiana $70000 Annually WhatJobs

Posted 18 days ago

Job Viewed

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Job Description

full-time
About Our Client:
Our client is a highly reputable boutique investment banking firm with a strong regional presence, specializing in M&A advisory, capital raising, and strategic financial consulting for middle-market companies. They pride themselves on delivering bespoke solutions and expert guidance to clients across various industries, fostering long-term relationships built on trust and exceptional service. Located in the thriving financial district of Indianapolis, Indiana , our client offers a unique opportunity to gain hands-on experience in complex financial transactions within a collaborative and high-performance environment.

Job Summary:
As a Financial Analyst within the Investment Banking division, you will be an integral part of deal teams, providing critical analytical support for client engagements. This role demands a highly quantitative, detail-oriented, and driven individual with a foundational understanding of finance and accounting principles. You will be responsible for building financial models, conducting market research, preparing client presentations, and assisting in all phases of transaction execution. This is an exceptional entry-level or early-career opportunity for someone aspiring to a career in investment banking in Indianapolis, Indiana .

Key Responsibilities:
  • Develop and maintain complex financial models, including valuation models (DCF, comparable company analysis, precedent transactions), LBO models, and accretion/dilution analysis.
  • Conduct comprehensive industry and company-specific research, identifying key trends, competitive landscapes, and market opportunities.
  • Prepare compelling client presentations, pitch books, and confidential information memoranda (CIMs) for various transactions.
  • Assist in the due diligence process, reviewing financial statements, legal documents, and other pertinent information.
  • Support senior bankers in all aspects of transaction execution, from initial client contact to closing.
  • Perform quantitative and qualitative analysis to support strategic recommendations for clients.
  • Stay abreast of market trends, economic indicators, and regulatory changes impacting financial markets and specific industries.
  • Collaborate effectively with team members, clients, and external advisors (e.g., lawyers, accountants).
  • Manage and organize large datasets, ensuring accuracy and integrity of financial information.
  • Participate in client meetings and calls, taking detailed notes and contributing to discussions.

Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
  • 0-2 years of experience in investment banking, corporate finance, private equity, or a related analytical role. Internships are highly valued.
  • Strong foundational knowledge of corporate finance and accounting principles.
  • Exceptional financial modeling and valuation skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Excellent analytical, problem-solving, and critical thinking abilities.
  • Superior written and verbal communication skills, with meticulous attention to detail.
  • Ability to work effectively under pressure and manage multiple projects with tight deadlines.
  • Strong work ethic, intellectual curiosity, and a proactive approach to learning.
  • Demonstrated ability to work collaboratively in a team-oriented environment.
  • Series 79 and 63 licenses (or willingness to obtain within a specified timeframe).

What We Offer:
  • Competitive annual salary with performance-based bonuses.
  • Direct exposure to significant M&A and capital markets transactions.
  • Intensive training and mentorship from experienced investment banking professionals.
  • Rapid career progression opportunities within a growing firm.
  • A challenging, fast-paced, and intellectually stimulating work environment in Indianapolis, Indiana .
  • Comprehensive benefits package, including health, dental, and retirement plans.

If you are a highly motivated and analytical individual eager to launch your career in investment banking, we encourage you to apply. Join our client's dedicated team and contribute to their continued success in the financial advisory sector.
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Financial Analyst, Investment Banking

19107 William Penn Annex West, Pennsylvania $75000 Annually WhatJobs

Posted 18 days ago

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Job Description

full-time
Our client, a distinguished boutique investment bank, is seeking a highly motivated Financial Analyst to join their dynamic team in Philadelphia, Pennsylvania, US . This hybrid role offers an exceptional opportunity for an ambitious individual to gain comprehensive exposure to various aspects of investment banking, including mergers & acquisitions (M&A), capital raising, and strategic advisory services. The ideal candidate will possess a strong academic record in finance or economics, exceptional analytical skills, and a keen interest in financial markets and corporate transactions. You will play a vital role in supporting senior bankers on critical client engagements.

As a Financial Analyst, you will be instrumental in conducting financial modeling, valuation analysis, industry research, and preparing client presentations. Our client is known for its rigorous analytical approach, deep industry expertise, and commitment to delivering superior client outcomes. This position offers a steep learning curve, direct exposure to complex transactions, and the chance to work alongside seasoned professionals in a collaborative and intellectually stimulating environment. You will be expected to work diligently, demonstrate strong attention to detail, and contribute meaningfully to the deal execution process.

Key Responsibilities:
  • Develop complex financial models for valuation (DCF, comparable company analysis, precedent transactions) and transaction structuring.
  • Conduct in-depth industry research and market analysis to identify trends and opportunities.
  • Prepare compelling client presentations, pitch books, and confidential information memoranda (CIMs).
  • Assist in due diligence processes, analyzing financial statements, and operational data.
  • Support M&A advisory, capital raising (equity and debt), and strategic advisory engagements.
  • Analyze public filings, equity research reports, and other financial data.
  • Participate in client meetings and internal deal team discussions.
  • Maintain databases of financial information and transaction precedents.
  • Contribute to various ad-hoc projects and analyses as required by senior bankers.
  • Stay current with financial news, market developments, and industry-specific trends.
Required Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. Strong academic record required.
  • 0-2 years of experience in investment banking, corporate finance, private equity, or a related field (internships highly valued).
  • Exceptional financial modeling and valuation skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Strong analytical, quantitative, and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Ability to work effectively in a fast-paced, demanding, and results-oriented environment.
  • Highly organized, meticulous attention to detail, and ability to manage multiple tasks under pressure.
  • Demonstrated ability to work both independently and collaboratively as part of a team.
Preferred Qualifications:
  • Prior investment banking internship experience.
  • Knowledge of financial databases (e.g., Bloomberg, Capital IQ, Refinitiv).
  • CFA Level I candidate or progress towards CFA designation.
Our client offers a competitive compensation package, including bonus potential, comprehensive benefits, and a clear path for career progression within the investment banking sector. This is an ideal role for individuals seeking to launch a successful career in finance.
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