What are the responsibilities and job description for the Investment Banking Analyst position at La Honda Advisors?
Investment Banking Financial Analyst, La Honda Advisors
La Honda Advisors is a Silicon Valley-based investment bank founded by experienced bankers whose passion is to work with growth companies as their trusted advisors. We provide independent strategic advice to technology and other growth companies seeking capital raising and M&A services.
Our firm is seeking to hire a Financial Analyst to be an integral part of our team. The analyst will have a broad range of responsibilities, communicate directly with clients and see tangible results of her or his work. Ours is truly a unique opportunity for someone to gain in-depth exposure to the consumer and technology industries via close collaboration with senior bankers and touching nearly all aspects of the transactions themselves.
Our ideal candidate is someone with at least 1 year of experience in financial services, valuation, accounting or corporate financial planning. In addition to possessing the technical knowledge demanded by our industry, that person is also detail-oriented, driven, resourceful and able to communicate professionally with clients. The candidate needs to be based in the Bay area as we will be working in-person in our office in Menlo Park. Please do not apply if you are living outside of the Bay Area or do no have ties to the Bay Area.
Opportunity:
- Investment banking advisory firm based in Menlo Park, California seeking to hire experienced analyst
- Firm founded by two experienced investment banking veterans in Silicon Valley
- Direct client interaction and opportunity to work on live engagements immediately
- Help shape the culture and reputation of a boutique firm
- Looking for a candidate who is interested in a long term situation with an opportunity to be promoted to Associate
Job Description:
- Preparing client presentation materials
- Conducting client and market analysis in context of prospective and existing engagements
- Performing comparable analysis, DCFs, valuation, and creating financial forecast models
- Writing Executive Summary and Confidential Information Memorandum documents and management presentations for transactions
- Engagement execution and management
- New business prospecting and research
- Writing short blogs/research reports
Requirements/Skills:
- At least 1 year of work experience in Accounting, Valuation, Investment Banking, Financial Planning or Corporate Development, Private Equity, or other relevant positions
- Adept at foundational tools of the business – Excel, PowerPoint and industry data sources
- Strong analytical/financial skills
- Strong writing and communication skills
- Self starter, entrepreneurial, highly motivated, resourceful and desirous of learning investment banking in Silicon Valley
- Sincere interest in technology sector
- Strong interpersonal skills, work ethic and team player
- Excellent verbal communication skills – able to comfortably speak with clients autonomously
- Must be a resident of the U.S. or have a current work visa to work in the U.S.
Compensation:
- Competitive base salary plus bonus based on individual and firm performance
Job Type: Full-time
Pay: $75,000.00 - $135,000.00 per year
Benefits:
- Health insurance
- Paid time off
Physical Setting:
- Office
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Ability to commute/relocate:
- Menlo Park, CA: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor's (Preferred)
Experience:
- Accounting: 1 year (Preferred)
- Microsoft Excel: 1 year (Preferred)
- Finance: 1 year (Preferred)
Work Location: One location