Investment Banking Analyst

We are seeking a highly motivated Analyst to join our Atlanta or Los Angeles (Orange County) office in support of the firm’s investment banking teams and multi-family office. The analyst will provide analytical support on mergers and acquisitions, corporate finance and other financial advisory services for our investment banking clients. The position will also play an integral role supporting multi-family office financial and compliance reporting, company business plans and budgets, and special projects. Analysts develop their skills through broad and frequent exposure to senior bankers in a transactional, deadline driven environment that requires strong work ethic, teamwork, and the ability to travel. FINRA general securities licenses will likely be required within first six months of employment with the firm.

Responsibilities

• Financial analysis and compliance for M&A and capital raise transactions and for multi-family office clients
• Cash flow modeling, global financial reporting (including multi-entity consolidations), tax analysis, modeling tax credit structures, bank compliance, and special projects
• Perform company valuation analyses using discounted cash flows, leveraged buyout scenarios, public company comparable transactions and precedent transactions
• Build detailed financial models for evaluating client company performance and assessing impact of various capital structures and potential M&A transactions
• Participate in the origination and execution of equity and debt transactions
• General understanding of internal controls and credit compliance
• Prepare presentation materials for use in client meetings covering topics such as strategic alternatives, capital markets activity and general corporate finance
• Participate in various stages of transaction executions, including the preparation of marketing pitches, confidential information memorandums, management presentations, three statement financial models, and collecting and organizing due diligence information
• Developing skills to source new financing opportunities, help market the firm, and support new business generation initiatives

Qualifications

• Must have 2 years of work experience with national or regional investment bank, private equity, accounting (e.g., auditing) or corporate lending institution
• CFA (Level 1 or higher) or CPA designation a plus
• Solid working knowledge of the Microsoft® Office Suite (Excel, PowerPoint and Word), ability to create financial models from scratch, and aptitude for working with multiple other software and web based applications
• Exceptional academic background with undergraduate degree in accounting, finance, or economics
• Strong written and verbal skills with ability to articulate his/her position and defend that position logically
• Superior work ethic and the ability to work independently in a fast-paced environment