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Investment Banking Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Mclean

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Boutique investment banking firm is seeking an Investment Banking Analyst with proven expertise extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets, the Investment Banking Analyst will also, perform extensive research, financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies.

Job Responsibility:

  • Provide financial analysis, forecasting and reporting
  • Develop strategic initiatives
  • Budgeting & Forecasting
  • Variance Analysis
  • Generate periodic asset allocation reports
  • Maintain knowledge of regulations and policies
  • Integrate financial data
  • Prepare financial reports with key metrics
  • Establish financial trends and make recommendations
  • Resolve data discrepancies
  • Ensure compliance with relevant financial regulations

Requirements:

  • Bachelors degree in Accounting, Mathematics or Finance
  • 3+ years' experience in IB, transaction advisory, PE or VC
  • MUST have advanced Microsoft Excel skills
  • Mergers & Acquisition experience
  • Financial Modeling, Investment Financial Modeling, Investment Banking
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
March 24, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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