Investment Banking Analyst – Deal Process Support jobs in United States
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Umbrex · 2 days ago

Investment Banking Analyst – Deal Process Support

Umbrex is seeking an Investment Banking Associate to support an active transaction process. This role will focus on execution support, coordination, and day-to-day process management as the transaction progresses.

Management Consulting
Hiring Manager
Wanda Hammoud
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Responsibilities

Manage information flow across internal teams, advisors, and counterparties
Track transaction workstreams, timelines, and deliverables
Support diligence requests and manage data room activity
Handle reactive, ad-hoc tasks that arise during the transaction process
Assist with updates to presentation materials and analyses as needed
Ensure accuracy, organization, and responsiveness throughout the deal lifecycle

Qualification

Investment banking experienceTransaction process understandingData room managementPresentation material updatesHighly organizedCommunication skillsDetail-oriented

Required

2–3 years of experience in investment banking or private equity
Strong understanding of transaction processes and deal execution
Highly organized with the ability to manage multiple workstreams simultaneously
Detail-oriented, responsive, and comfortable in fast-paced environments
Strong communication skills and professional judgment

Company

Umbrex

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Umbrex is a global community of independent, top-tier management consultants.

Funding

Current Stage
Early Stage

Leadership Team

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Will Bachman
Co-Founder, Managing Partner
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Company data provided by crunchbase