Investment Banking Analyst jobs in United States
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Transact Capital Securities, LLC · 6 hours ago

Investment Banking Analyst

Transact Capital Partners is a premier boutique investment bank specializing in sell-side M&A. The Analyst will support M&A transactions by performing in-depth financial modeling, conducting due diligence, analyzing financial data, preparing financial presentations, and assisting in deal execution.

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Responsibilities

Support M&A transactions by performing in-depth financial modeling
Conducting due diligence
Analyzing financial data
Preparing financial presentations
Assisting in deal execution
Collaborating with internal teams and clients to ensure successful outcomes for transactions within the firm's specialty industries

Qualification

Financial modelingCorporate finance principlesInvestment banking practicesAdvanced ExcelDue diligence processesAnalytical skillsSIE certificationSeries 63 certificationSeries 79 certificationBachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsAttention to detailOrganizational skillsWritten communicationVerbal communication

Required

Proficient in financial modeling with advanced Excel and PowerPoint skills
Strong analytical skills and ability to interpret complex financial data
Experience in supporting due diligence processes
Strong knowledge of corporate finance principles and investment banking practices
Exceptional attention to detail and organizational skills
Strong written and verbal communication
SIE, Series 63, Series 79. If not currently held, will be required to obtain within 90 days of employment

Preferred

Bachelor's degree in Finance, Accounting, Economics, or a related field is a plus; all majors encouraged to apply
Previous experience in M&A, consulting, investment banking, accounting, or a related field is preferred

Company

Transact Capital Securities, LLC

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Transact Capital is an M&A firm focusing on the lower middle market. The core client is an owner-founder seeking to exit their company.

Funding

Current Stage
Early Stage

Leadership Team

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Stephen Zacharias
Founder & Managing Partner
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Company data provided by crunchbase