EGIS Careers · 2 weeks ago
Investment Banking Analyst
New York, NY
Full-time
Onsite
Entry, Mid Level
$100K/yr - $150K/yr
1+ years expEGIS Careers is a software/SaaS tech M&A firm seeking a Senior Analyst or Associate to support senior bankers in executing mergers and acquisitions, capital raising, and strategic advisory transactions. The role involves performing financial analysis, building valuation models, preparing client presentations, and conducting industry and company research.
Staffing & Recruiting
Hiring Manager
Ameen Shallal
Responsibilities
Build and maintain financial models, including:
Discounted Cash Flow (DCF)
Comparable Company Analysis
Precedent Transaction Analysis
LBO and merger models (as required)
Prepare pitch books, presentations, and marketing materials for clients
Conduct financial, industry, and market research
Analyze financial statements and assess company performance
Assist in due diligence and transaction execution
Support senior bankers during live deals and client meetings
Coordinate with internal teams (legal, accounting, compliance)
Monitor market trends and relevant news
Qualification
Required
Minimum of 1 year of specific Software and/or SaaS sector specific M&A experience at a competing investment bank
Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
Strong analytical and quantitative skills
Solid understanding of corporate finance and valuation concepts
Proficiency in Microsoft Excel and PowerPoint
High attention to detail and accuracy
Ability to work long hours in a fast-paced, deadline-driven environment
Strong written and verbal communication skills
Preferred
Prior full-time experience in software/SaaS/Tech investment banking, finance, consulting, or accounting
Familiarity with financial databases (Bloomberg, Capital IQ, FactSet)
Basic knowledge of accounting principles
Exposure to modeling or valuation coursework
Company
EGIS Careers
EGIS Careers empowers ambitious students, graduates, and career switchers to break into high finance through personalized mentorship, exclusive internship placements, and immersive training programs.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase