Investment Banking Analyst

Growing, lower-middle market healthcare-focused M&A advisory firm seeks a candidate to provide M&A transaction and marketing support. 

Ideal Candidate:

The ideal candidate will have prior M&A or related finance or marketing experience. Candidates should be highly organized and detail-oriented while managing dozens of tasks related to finance and marketing. Candidates must demonstrate a high level of professionalism together with strong written and verbal communication skills. The work is fast-paced and candidates must have the ability to succeed under tight deadlines while working independently and as part of a team. We seek a sharp, ethical, motivated person, who produces high-quality results and who wants to work hard as part of a collegial team.

Responsibilities:

The following list of responsibilities, while not comprehensive, should provide a clear sense of the position. 

• Work with senior team to assist in all aspects of M&A transactions
• Collect and analyze qualitative and quantitative data from clients and prospects
• Assist and lead in the drafting of Confidential Information Memoranda and other documents for sell-side and buy-side transactions 
• Perform market / company research
• Track and lead multiple projects, initiating follow-up (internal and external)
• Organize and coordinate calls and meetings with clients, prospects, and others
• Assist in outreach and business development efforts
• Create and / or professionalize marketing materials (industry reports, press releases, etc.)
• Update and expand the firm’s database

Qualifications:

• Highly motivated, organized, and creative
• Excellent attention to detail
• Great verbal communication skills and well-developed professional writing skills
• Strong work ethic
• Works well independently, and in groups, in high-pressure situations
• Personable and upbeat disposition
• Team player who is self-motivated to learn and contribute
• A strong understanding of basic financial statements and accounting concepts
• Ability to prepare professionalized presentations in PowerPoint and Word 
• Proficiency in the Microsoft Office suite is required, and experience in Salesforce, Constant Contact, and WordPress is preferred

Compensation:

Compensation for this position includes a base salary and a performance-related bonus.

Start Date: 

Immediate. We’d welcome pending graduates to join sooner in a part-time role during the semester as well. 

To Apply:

E-mail a cover letter summarizing your qualifications and a résumé to HR@greenberg-advisors.com, along with 2-3 PowerPoint and Excel samples that display your skills.