Sharp Financial · 4 hours ago
Investment Banking Analyst
Horsham, PA
Full-time
Onsite
Entry Level
1+ years expSharp Financial is a company that serves growing middle-market and lower middle-market companies in their investment banking needs. As an Investment Banking Analyst, you'll be involved in transaction execution, financial modeling, and client presentations, ensuring collaborative support for clients' growth and liquidity strategies.
AccountingFinanceFinancial Services
Responsibilities
Build and maintain detailed financial models to evaluate capital structure scenarios, financing terms, liquidity options, and valuation metrics
Support the sourcing, evaluation, and structuring of debt, equity, or hybrid financing solutions for client growth or liquidity strategies
Contribute to M&A transaction execution, including industry and buyer research, pitch material and CIM preparation, deal modeling, and due diligence coordination
Help craft compelling sell-side or buy-side narratives that communicate client value propositions to investors, lenders, or strategic buyers
Collaborate closely with internal Sharp teams (Accounting & Tax, Business Strategy, Wealth Management, Family Office, etc.) to ensure integrated and seamless client service
Prepare and deliver client presentations, internal memos, and transaction summaries to support deal execution and leadership visibility
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
1+ years of experience in investment banking, corporate finance, private equity, or consulting
Strong understanding of valuation techniques (DCF, precedent transactions, comparables) and advanced Excel / financial modeling skills
Excellent communication and presentation abilities; capable of distilling complex information clearly and persuasively
Strong organizational skills with the ability to manage multiple workstreams under tight timelines
Demonstrated integrity, collaboration, and client-centric mindset aligned with Sharp's core values
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Work From Home
Free Food & Snacks
Wellness Resources
Summer Fridays
Company
Sharp Financial
Sharp Financial is an integrated financial management firm that unifies business strategy, accounting, tax, wealth management, investment banking and family office services to help business owners and their families achieve the extraordinary.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-10-29
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