Investment Banking M&A Analyst

McLean, VA
Posted on  

Job Description

Job Responsibilities:

  • Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching companies.
  • Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
  • Marketing outreach efforts include some cold calling and email marketing.
  • Assist with managing deal pipeline.
  • Support various compliance and control initiatives across the organization.


Job Requirements:

  • Strong attention to detail.
  • Advanced skills in Microsoft Office (especially PowerPoint and Excel).
  • Ability to work in a fast-paced, ever changing, and challenging environment.
  • Self-motivated and proactive.
  • Excellent communications skills (written / verbal).
  • Collaborative team player.
  • Must have a positive can-do attitude and strong work ethic.
  • Strong client management and analytical skills.


Licenses/Certifications:

  • Series 79 and Series 63 preferred.


Educational/Previous Experience Requirements:

  • Bachelor's degree in finance or accounting preferred, but not required.
  • M&A or Transaction Advisory Services internships and related experience strongly preferred.


*** THIS IS AN IN-OFFICE POSITION IN OUR HEADQUARTERS OFFICE IN TYSONS CORNER, VA! PLEASE DON'T APPLY IF IT'S NOT GEOGRAPHICALLY POSSIBLE FOR IN-OFFICE WORK. ***


  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Investment Banking