Investment Banking Analyst

Investment Banking Senior Analyst

Location

• Baltimore, MD

Summary

This Investment Banking Senior Analyst or Associate opportunity is a newly opened position new to continued growth within a boutique investment bank based in Baltimore, MD. Providing sell-side and buy-side M&A advisory, private placements of equity and debt, and financial advisory, this is an excellent opportunity to join an highly recognized team of industry leaders and established firm with more than 35 years in operation and support M&A transactions for growth-stage and middle-market companies with enterprise values ranging from $20 million to over $200 million. This opportunity will offer a base compensation in the $90,000 to $100,000 range, annual bonus of 20% - 30%, a comprehensive benefits package, as well as structured career growth plan. This is unique opportunity for candidates with 1 to 4 years of professional experience within either public accounting transactions, M&A advisory, or early career investment banking candidates located in Maryland to pivot into a top tier local team with deep industry experience in a variety of sectors including industrial and niche manufacturing, transportation and logistics, business services, consumer products and services, healthcare services, and hospitality.

Job Description

• Prepare pitch materials and valuation analyses, including industry research, financial analysis, and comparable company and transaction analysis.
• Conduct research and develop targeted buyer and investor lists for M&A and capital-raising engagements.
• Prepare marketing materials including confidential information memoranda (CIMs), teasers, and management presentations.
• Build and maintain detailed three-statement financial models, including sensitivity and scenario analyses.
• Manage and coordinate due diligence processes, including data room organization and communication with buyers and advisors.
• Support outreach and engagement with potential acquirers and investors from initial contact through closing.
• Interact directly with client management teams, legal and accounting advisors, and other stakeholders.
• Provide timely analyses and work product to Managing Directors and support ad hoc projects and business development initiatives.
• Report to a Managing Director while working closely with an Associate.

Job Requirements

• One to four years of relevant experience in investment banking, private equity, credit investing, corporate finance, accounting, or related financial services.
• Strong foundation in accounting and finance, with the ability to analyze internal and audited financial statements.
• Demonstrated financial modeling proficiency, including three-statement modeling and valuation modeling.
• Bachelor's degree required; finance, accounting, or economics preferred.
• Strong commercial instincts and ability to quickly understand business models.
• Excellent written and verbal communication skills.
• Proficiency in Excel, PowerPoint, and Word; experience with CRM systems, PitchBook, Macabacus, and AI productivity tools is a plus.
• Ability to manage multiple workstreams simultaneously and collaborate effectively across deal teams.