Investment Banking Analyst

About Ravinia Capital

Ravinia Capital is a boutique investment bank that focuses on serving middle-market companies with enterprise values ranging from $25 million to $200 million. The firm provides advisory services for sell-side M&A, debt and equity placements, restructuring, and special situations. Operating as a compact and agile organization, Ravinia Capital emphasizes swift execution and successful transaction closures.

Role Overview

We are seeking an Analyst to assist in our investment banking engagements. This position primarily functions virtually but requires on-site presence and involves working directly with our experienced deal team across multiple active transactions. Initially offered as a project-based role, the opportunity includes a defined path toward full-time employment. The role features a steep learning curve, significant exposure, and the opportunity to impact live deals directly.

Key Responsibilities

• Compile, structure, and analyze incomplete or disorganized data sets to create actionable insights.
• Develop, update, and interpret financial models, including 13-week cash flow forecasts.
• Prepare client presentations and deliverables using Excel, PowerPoint, and other relevant software.
• Support various aspects of transactions, including M&A deals, financings, due diligence, and other deal-related workflows.
• Conduct research and prepare pitch materials utilizing databases and publicly available information.
• Communicate professionally and clearly with clients and internal teams.

Candidate Profile

• Minimum of 18 months experience in investment banking, accounting, transaction services, or similar analytical domains.
• Educational background includes a BA, BS, MBA, or MS in fields such as accounting, finance, or equivalent analytical disciplines.
• Proficient in advanced Excel and PowerPoint, capable of constructing complex integrated financial models.
• Demonstrated ability to manage deadlines across several simultaneous projects.
• Ability to work independently under pressure, while recognizing when to seek assistance.
• Exceptional written and verbal communication skills with meticulous attention to detail.
• Authorization to work within the United States is required.

Desired Attributes

• A proactive, results-driven mindset with ownership of responsibilities and consistent follow-through without frequent reminders.
• Highly organized and responsive to ensure transparent communication with clients and team members.
• Fluency in reading and interpreting financial statements and proficiency with integrating financial models.
• Familiarity and enthusiasm for using AI tools such as Claude to enhance productivity and efficiency.
• Strong common sense and intuition for deal-making, enjoying the process of steering transactions to completion.
• Commitment to delivering high-quality work that reflects well on the firm.

Compensation and Work Environment

The compensation package includes an hourly wage complemented by a performance-based bonus. You will work side-by-side with seasoned deal professionals who provide training not just on financial mechanics but also on practical aspects of transaction execution, client management, and deal assessment. The firm emphasizes continuous process improvement and aims to cultivate a learning environment where your contributions directly matter.