Investment Banking Analyst

About Northern Edge Advisors

Northern Edge Advisors specializes in providing expert financial guidance to business owners looking to sell or transition their companies across various industries and market conditions. The firm offers comprehensive support throughout all transaction phases, including strategy development, buyer identification, deal structuring, and negotiation. Advisors collaborate closely with clients to help them realize their financial and strategic objectives, delivering customized solutions while upholding high ethical and professional standards.

Role Overview

Based in New York, NY, the Investment Banking Analyst contributes to the execution of transactions by constructing intricate financial models, conducting valuation analyses, and researching companies and industries. Daily tasks encompass assisting with due diligence reviews, creating client presentations and marketing materials, and analyzing financial statements alongside market data. The analyst works alongside senior team members to shape deal strategies, assess buyer prospects and transaction structures, and assist in preparing pitch books and offering memoranda. This position demands meticulous attention to detail, adeptness at managing multiple projects under stringent deadlines, and effective communication with internal teams and external parties.

Qualifications

• Strong understanding of finance and investment banking principles, including valuation techniques and transaction structures.
• Advanced capability in financial modeling within Excel, with the ability to develop and interpret complex models.
• Robust analytical skills for examining financial statements, market information, and industry dynamics.
• Experience or formal training in due diligence, reviewing financial, legal, and operational documents.
• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline.
• Proficiency with Excel, PowerPoint, and financial research or database tools.
• Excellent written and oral communication skills enabling clear and concise presentation of analytic results.
• Demonstrated ability to perform under pressure within a fast-paced setting, managing multiple tasks and meeting deadlines consistently.
• High ethical standards, professionalism, and dedication to client service excellence.