Investment Banking Analyst
Exit Strategies Group, Inc.
Exit Strategies Group, Inc.
Petaluma, CA Petaluma, CA Full-time Full-time $75,000 - $90,000 a year $75,000 - $90,000 a year 11 days ago 11 days ago 11 days ago Exit Strategies Group, Inc.
531 E Washington Street Petaluma, CA 94952 www.
exitstrategiesgroup.
com Confidential Merger, Acquisition and Business Valuation Services Investment Banking Analyst Company Description:
Founded over 20 years ago, Exit Strategies Group is a California based investment banking and business valuation firm serving family-owned and privately owned businesses with $5 to $100 million in revenue.
We focus on sell-side mergers & acquisitions.
Our stand-alone business valuations are primarily used in exit planning, tax and financial reporting compliance as well as buy/sell agreements and management buyouts.
Exit Strategies serves clients throughout the United States in a variety of industries.
Job Overview:
The Investment Banking Analyst plays a critical role supporting the firm's client engagements.
Primary responsibilities involve the input, review, and analysis of financial data for all engagements as well as the preparation of offering materials and buyer lists utilized in M&A transactions and reports for Valuation engagements.
This individual will work most closely with the Investment Banking and Valuation partners with frequent interaction with other senior advisors and appraisers.
Responsibilities and Duties:
Inputting, analyzing, and interpreting financial data Developing company valuations and financial models Preparation of presentation decks and valuation reports Facilitating due diligence for M&A engagements Conducting industry and company-specific market research Coordinate buyer outreach campaigns and NDAs Attending client meetings Understanding financial markets and trends Developing varied industry and transaction expertise, and staying current on industry developments Gaining an understanding of the interests and investment criteria of a number of middle market private equity firms and strategic buyers Company marketing support
Qualifications:
A strong interest in pursuing a career in investment banking BS in Finance or similar degree, or an MBA Proficiency with Microsoft Excel, Word and PowerPoint Exposure to CapitalIQ, PitchBook and other databases Previous experience in finance, account or investment banking, welcomed but not required Self-motivated, a strong desire to learn and grow, and driven for success Desire to work in an entrepreneurial, small company environment Ability to prioritize, multitask, and produce while maintaining quality and customer service Salary and
Benefits:
Competitive salary Financial support to obtain valuation and M&A training and credentials 401(k) plan with profit sharing Medical insurance Paid time off Job Type:
Full-time Pay:
$75,000.
00 - $90,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Tuition reimbursement Vision insurance Schedule:
Monday to Friday Weekends as needed People with a criminal record are encouraged to apply Ability to Relocate:
Petaluma, CA 94952:
Relocate before starting work (Required) Work Location:
In person Job Overview:
The Investment Banking Analyst plays a critical role supporting the firm's client engagements.
Primary responsibilities involve the input, review, and analysis of financial data for all engagements as well as the preparation of offering materials and buyer lists utilized in M&A transactions and reports for Valuation engagements.
This individual will work most closely with the Investment Banking and Valuation partners with frequent interaction with other senior advisors and appraisers.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Exit Strategies Group, Inc.
Petaluma, CA Petaluma, CA Full-time Full-time $75,000 - $90,000 a year $75,000 - $90,000 a year 11 days ago 11 days ago 11 days ago Exit Strategies Group, Inc.
531 E Washington Street Petaluma, CA 94952 www.
exitstrategiesgroup.
com Confidential Merger, Acquisition and Business Valuation Services Investment Banking Analyst Company Description:
Founded over 20 years ago, Exit Strategies Group is a California based investment banking and business valuation firm serving family-owned and privately owned businesses with $5 to $100 million in revenue.
We focus on sell-side mergers & acquisitions.
Our stand-alone business valuations are primarily used in exit planning, tax and financial reporting compliance as well as buy/sell agreements and management buyouts.
Exit Strategies serves clients throughout the United States in a variety of industries.
Job Overview:
The Investment Banking Analyst plays a critical role supporting the firm's client engagements.
Primary responsibilities involve the input, review, and analysis of financial data for all engagements as well as the preparation of offering materials and buyer lists utilized in M&A transactions and reports for Valuation engagements.
This individual will work most closely with the Investment Banking and Valuation partners with frequent interaction with other senior advisors and appraisers.
Responsibilities and Duties:
Inputting, analyzing, and interpreting financial data Developing company valuations and financial models Preparation of presentation decks and valuation reports Facilitating due diligence for M&A engagements Conducting industry and company-specific market research Coordinate buyer outreach campaigns and NDAs Attending client meetings Understanding financial markets and trends Developing varied industry and transaction expertise, and staying current on industry developments Gaining an understanding of the interests and investment criteria of a number of middle market private equity firms and strategic buyers Company marketing support
Qualifications:
A strong interest in pursuing a career in investment banking BS in Finance or similar degree, or an MBA Proficiency with Microsoft Excel, Word and PowerPoint Exposure to CapitalIQ, PitchBook and other databases Previous experience in finance, account or investment banking, welcomed but not required Self-motivated, a strong desire to learn and grow, and driven for success Desire to work in an entrepreneurial, small company environment Ability to prioritize, multitask, and produce while maintaining quality and customer service Salary and
Benefits:
Competitive salary Financial support to obtain valuation and M&A training and credentials 401(k) plan with profit sharing Medical insurance Paid time off Job Type:
Full-time Pay:
$75,000.
00 - $90,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Tuition reimbursement Vision insurance Schedule:
Monday to Friday Weekends as needed People with a criminal record are encouraged to apply Ability to Relocate:
Petaluma, CA 94952:
Relocate before starting work (Required) Work Location:
In person Job Overview:
The Investment Banking Analyst plays a critical role supporting the firm's client engagements.
Primary responsibilities involve the input, review, and analysis of financial data for all engagements as well as the preparation of offering materials and buyer lists utilized in M&A transactions and reports for Valuation engagements.
This individual will work most closely with the Investment Banking and Valuation partners with frequent interaction with other senior advisors and appraisers.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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