Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Analyst

Job Summary

As an Analyst in the FinTech, Wealth, and Asset Management team, you will be a key player in business strategy and execution. You will participate in the “full cycle” of transactional execution, including preparing marketing pitches, reviewing and formulating financial analysis, and preparing and presenting internal committee memoranda and client presentations.

Job Responsibilities

• Develop content for strategic meetings with clients regarding M&A or capital market transactions
• Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
• Prepare detailed valuation analysis, including DCF, trading comparables, transaction comparables, and LBO analyses
• Participate in undergraduate recruiting

Required Qualifications, Capabilities, and Skills

• Prior work experience in an investment banking front office role
• A well-rounded academic background from a top-tier educational institution
• Strong financial modeling skills
• Understands the transaction cycle and is execution-oriented
• Impeccable communication skills, with the ability to interact effectively with senior professionals, clients, and key stakeholders across other lines of business
• Self-directed, highly motivated, and able to work independently