Investment Banking (IB) Analyst
At a glance
Mid-level Investment & Corporate Development role at Advisor (Career Profile). New York · full-time · $65,000–$70,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and update models for acquisitions, capital raises and advisory assignments, then use them to assess company value and transactions
- Research industries, competitors, markets and specific companies to inform client work and business development
- Create pitch books, presentations and transaction memoranda for clients and management teams
- Help move deals forward by gathering diligence materials, managing documents and coordinating with internal and external participants
- Track operating results and market shifts, maintain financial and market records, and keep deal deliverables on schedule
What you bring
- A bachelor's degree from an accredited university, preferably in finance, economics or a related area
- One to three years in investment banking, valuation, private equity or another related financial-services field
- Working knowledge of financial statements, valuation approaches and capital markets, plus experience building complex financial models
- Advanced skill with Microsoft Excel and PowerPoint
Who this fits
This role suits someone with early-career financial analysis experience who can handle detailed work, juggle priorities and meet tight deadlines. You’ll work with senior bankers and deal teams, both independently and collaboratively. The position is hybrid in New York and requires at least four office days each week; applicants must be based at a listed hub and willing to follow that schedule.
From the employer
Osaic Careers
Ladenburg Thalmann & Co. Inc.
Investment Banking Analyst
Location(s): 640 5th Ave., 4th Fl, New York, NY 10019
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-Time
Salary: $65,000 - $70,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
Ladenburg Thalmann & Co. Inc. is seeking a highly motivated Investment Banking Analyst to support the execution of mergers and acquisitions, capital raising, and strategic advisory engagements. This role is responsible for performing financial and valuation analyses, developing financial models, conducting industry and market research, preparing client presentations, and assisting with transaction execution activities.
The Analyst will work closely with senior bankers, clients, and transaction teams to deliver high-quality analytical support and contribute to successful deal outcomes. The ideal candidate possesses strong quantitative skills, exceptional attention to detail, intellectual curiosity, and the ability to thrive in a fast-paced, deadline-driven environment.
Education Requirements:
- Bachelor’s Degree from accredited university, preferably in Finance, Economics, or other related field is required.
Responsibilities:
- Build and maintain detailed financial models used in mergers and acquisitions, capital raising, and strategic advisory engagements.
- Perform financial statement analysis, company valuations, and transaction analyses.
- Conduct industry, market, competitive, and company-specific research to support client engagements and business development initiatives.
- Prepare client-facing materials, including pitch books, presentations, management presentations, and transaction memoranda.
- Support transaction execution, including due diligence, data collection, document management, and coordination with internal and external stakeholders.
- Analyze operating performance, industry trends, and market conditions to identify key opportunities and risks.
- Assist with project management activities to ensure timely completion of transaction deliverables and client requests.
- Maintain transaction databases, historical financial information, and market intelligence resources.
- Collaborate effectively with senior bankers and team members to meet project objectives and client expectations.
- Support special projects and perform additional duties as assigned.
Basic Requirements:
- One to three years of experience in investment banking, valuation, private equity, or related financial services
- Strong understanding of financial statement analysis, valuation methodologies, and capital markets concepts.
- Experience developing and maintaining complex financials models
- Advanced proficiency in Microsoft Excel and PowerPoint
- Strong analytical, quantitative, problem-solving, and critical thinking skills
- Excellent written and verbal communication skills
- Strong organizational skills and exceptional attention to detail
- Ability to manage multiple priorities and work effectively under tight deadlines
- Must be able to work independently and collaboratively within a team environment
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