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    Investment Analyst - San Francisco, United States - Evolve Talent Partners

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    Description

    Investment Analyst

    Investment Bank

    San Francisco, CA

    Summary:

    A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring an investment analyst. The firm was founded in 2011 and is headquartered in San Francisco where they service clients across the globe. The firm is committed to providing excellent financial and strategic advisory services to clients, which starts with recruiting, training, and retaining the highest-caliber financial professionals.. The Analyst role will work closely with senior bankers in all aspects of a transaction from origination to closing. Analysts have the opportunity to harness their potential by being part of a culture of collaboration and accountability that offers compelling work and immediate direct client exposure.

    Responsibilities:

    Work on client engagements related to M&A advisory services, capital formation, and other strategic advisory work

    Support the development of qualitative and quantitative analyses and presentation materials

    Construct and maintain financial models for M&A and financing scenarios

    Develop client presentations and transaction-related documents

    Research and assimilate market data related to public and private companies

    Qualifications:

    Bachelors degree

    Internship or previous work experience in M&A, private equity, or related investment firm

    Detail-oriented with exceptional critical thinking and problem-solving abilities

    Capable of managing a variety of transactions and projects simultaneously

    Resourceful self-starter; able to work autonomously

    General understanding of accounting, finance and investment banking processes

    Demonstrated team player and leader

    Exceptional analytical, quantitative and communication skills

    Able to excel in a dynamic and entrepreneurial environment

    Proficient in Excel and PowerPoint

    Series 69, 73 and SIE required following employment

    Compensation:

    $120k + bonus, and exceptional benefits


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