Job Description

Job Description

Job Description

We are looking for an Investment Banking Analyst to join our client's team in Hoboken, New Jersey. In this role, you will leverage your expertise in financial modeling and equity research to support high-impact investment decisions. The ideal candidate thrives in a dynamic environment and demonstrates a strong cultural fit with our organization.

Responsibilities:

• Conduct detailed financial modeling and equity research to provide actionable insights.

• Prepare and manage comprehensive reports using advanced Excel techniques.

• Collaborate with publicly traded companies, particularly within the SaaS and Cloud sectors.

• Support capital management and budgeting processes to ensure financial goals are met.

• Utilize CRM tools and APIs to streamline data analysis and decision-making.

• Partner with internal teams to audit financial data and implement AB testing strategies.

• Analyze market trends and networking opportunities to identify potential investments.

• Apply expertise in Microsoft Word and Excel to enhance reporting and documentation processes.

• Bachelor's degree in finance, business, or a related field.
• Minimum of 2-3 years of experience working with publicly traded companies, ideally in the SaaS or Cloud industry.
• Proficiency in financial modeling and equity research.
• Advanced skills in Microsoft Excel and Word.
• Familiarity with CRM platforms and Maps API.
• Strong analytical and auditing abilities.
• Experience in capital management and budgeting processes.
• Background in investment banking, Big 4 accounting, or private equity is preferred.

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