Wellesley Hills Financial LLC · 4 months ago
IB Associate / Sr. Analyst - Fintech
Greater Boston
Full-time
Onsite
Entry, Mid Level
2+ years expWellesley Hills Financial is a boutique investment bank specializing in fintech and payments technology. They are seeking an IB Associate / Sr. Analyst to perform financial analyses for M&A and capital raising transactions while supporting senior bankers and engaging with clients.
FinanceFinTechPaymentsProfessional ServicesAdviceBusiness DevelopmentFinancial ServicesTransaction Processing
Hiring Manager
Adam T. Hark
Responsibilities
Perform extensive financial/valuation analyses for mergers, acquisitions and debt/equity capital raising transactions. Carefully review and provide guidance to the Analysts’ work product
Build financial models to value potential and actual clients, leveraging broad understanding of valuation and finance/accounting principles. Assimilate information to perform insightful analyses and identify areas of opportunity in deal structure or operating efficiency for clients
Support senior bankers in due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to senior bankers in real time
Develop proposals and management presentations for clients and prospects. Engage with Analysts in developing marketing materials that highlight the competitive advantage of Wellesley Hills Financial
Actively participate in client or prospect-facing presentations to highlight financial analysis and research results. Ideal prospects show a willingness to build relationships within our coverage areas and the ability to identify/create new client/project opportunities for the firm
Identify improvements to processes and propose solutions to complete tasks more efficiently. The ability to leverage AI and integrate new technology to automate workflows is a plus
Demonstrate an understanding of financial technology sub-sectors and associated macro factors
Additional responsibilities as requested
Qualification
Required
Bachelor's degree required, with a minimum 3.50 GPA
2-4 years of experience in investment banking, private equity, growth equity, consulting, technology corporate development, or transaction advisory services (preferably with live M&A deal exposure)
A passion for the technology sector. Previous experience with software and/or financial technology companies is a plus
Strong financial modeling skills (3 statement model, net revenue by customer and churn analyses, LBO) and quantitative background coupled with meticulous attention to detail
Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously
Demonstrated leadership skills and a team player with a strong motivation to contribute to a positive team culture
Ability to effectively lead analysts and provide training and guidance on proper financial modeling, presentation building, and research methods
Demonstrated performance operating in a fast-paced environment that values initiative, creativity, maturity, and poise
SIE, Series 79 (or Series 7), and Series 63 exams must be acquired within 150 days of employment
Located within the Greater Boston Area, or is willing to relocate, and must be open to on-site work 5 days per week
Travel as required for industry conferences and on-site meetings with clients/prospects
Preferred
Previous experience with software and/or financial technology companies is a plus
The ability to leverage AI and integrate new technology to automate workflows is a plus
Company
Wellesley Hills Financial LLC
Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology.
11-50 employees
Funding
Current Stage
Early StageRecent News
entrevestor.com
2026-01-16
2023-07-18
Company data provided by crunchbase