Description

• Evaluate potential investment opportunities across a variety of industries and business models
• Build and maintain detailed financial models, including operating models, valuation analyses, merger models, LBOs, and return sensitivity analyses
• Conduct company, industry, market, and competitor research to support investment recommendations
• Perform financial, commercial, and operational due diligence on prospective investments
• Assist in the preparation of investment memoranda, committee presentations, and other materials for senior leadership
• Support transaction execution from initial evaluation through closing
• Analyze capital structures, financing alternatives, and transaction risks
• Coordinate diligence processes with management teams, advisors, lenders, consultants, and legal counsel
• Monitor existing investments and assist with portfolio management initiatives
• Track market trends and emerging investment opportunities across sectors
• Support strategic projects and special situations as needed
• Work directly with senior investment professionals on live transactions and investment decisions

• 1-4 years of experience in Investment Banking, Leveraged Finance, Capital Markets, M&A Advisory, Corporate Development, Private Equity, or a related financial role
• Strong financial modeling and valuation capabilities
• Experience supporting M&A, financing, restructuring, or investment transactions
• Advanced proficiency in Excel and PowerPoint
• Excellent analytical, quantitative, and problem-solving skills
• Strong attention to detail and ability to manage multiple workstreams simultaneously
• Effective written and verbal communication skills
• Ability to thrive in a fast-paced and entrepreneurial environment
• Bachelor's degree with a strong academic record

• Experience within a bulge bracket or middle-market investment bank
• Exposure to M&A, leveraged finance, ECM, DCM, sponsor coverage, or principal investing transactions
• Demonstrated interest in investing and long-term value creation
• Ability to work across multiple industries rather than a single sector focus
• Entrepreneurial mindset with a willingness to take ownership and operate in a lean team environment
• Experience with programming, data analytics, or quantitative analysis is a plus