Investment Banking Analyst M&A and Capital Raising
Investment Banking Analyst M&A and Capital Raising
About Forbes Partners
Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for our clients. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients. With over $85 billion in deal experience and 100+ years of industry and entrepreneurial expertise, Forbes Partners consistently achieves outlier results in M&A and capital raising.
Position Overview
We are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our growing team. This role offers hands-on experience in executing M&A and capital raising transactions while working closely with senior bankers and clients. The ideal candidate is a team player with strong analytical skills, a passion for critical thinking and creativity, and a willingness to embrace technology to improve efficiency and execution.
This role provides a challenging and rewarding opportunity to develop core investment banking skills and work on high-impact transactions with experienced professionals.
Key Responsibilities
Financial Analysis & Modeling:
Build and maintain financial models, valuations, and transaction analyses to support deal execution.
Transaction Execution:
Assist in preparing marketing materials, presentations, and due diligence documents for M&A and capital raise transactions.
Industry & Company Research:
Conduct in-depth research on industries, companies, and market trends to support deal sourcing and client advisory.
Client & Investor Engagement:
Support senior bankers in coordinating client meetings, investor outreach, and transaction processes. Present investment theses and detailed analyses to sophisticated clients and investors.
Technology Integration:
Utilize AI tools and automation (such as GPTs and financial modeling software) to enhance workflow efficiency.
Process Management:
Track deal progress, manage data rooms, and ensure smooth execution of transaction-related tasks.
Team
Collaboration:
Work closely with associates and senior bankers to learn best practices and contribute to a high-performing team.
Firm-Building:
All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.
Qualifications
Bachelors degree in Finance, Economics, or related field.
Strong financial modeling, valuation, and analytical skills.
Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, CapIQ, etc.).
Excellent written and verbal communication skills.
Ability to multitask and work in a fast-paced, deadline-driven environment.
Interest in utilizing technology and automation to enhance efficiency.
Prior internship or relevant experience in investment banking, private equity, or corporate finance is a plus.
Willingness to obtain SIE, Series 79 & 63 (or currently held)
Why Join Forbes Partners?
Entrepreneurial, Partner-Driven Culture:
Our firm fosters an environment that supports individual initiative and collective success.
Dual-Producer System:
Our unique teaming structure allows for higher closing success rates, more deal flow, and reduced risk.
High-Quality Deal Flow:
We maintain a rigorous process to work on high-quality transactions, targeting exciting and transformational deals.
Competitive Compensation:
We offer a competitive compensation package, made up of a strong substantial base salary and strong bonuses paid quarterly. Bonuses are tied to individual performance and overall firm success and have no upper limit.
Global Reach, Local Access:
With offices in Denver, Salt Lake City, and Charlotte, we maintain a national presence and deep connectivity with thousands of strategic acquirers and lenders worldwide.
Hybrid Work Environment: 1-2 days of remote work offered per week based on tenure ensures personal connection and collaboration at the office, along with personal flexibility. Multiple paid volunteer days each year.
Clear Career Progression:
Frequent direct mentorship from senior bankers designed to provide clear pathways for career progression and personal goal achievement.
Apply Today
To apply, please visit our website at or send your resume and cover letter to Blake Shear, bl
EOE AA/M/F/V/D
Forbes Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of a disability.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Banking
#J-18808-Ljbffr
Apply Now
About Forbes Partners
Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for our clients. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients. With over $85 billion in deal experience and 100+ years of industry and entrepreneurial expertise, Forbes Partners consistently achieves outlier results in M&A and capital raising.
Position Overview
We are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our growing team. This role offers hands-on experience in executing M&A and capital raising transactions while working closely with senior bankers and clients. The ideal candidate is a team player with strong analytical skills, a passion for critical thinking and creativity, and a willingness to embrace technology to improve efficiency and execution.
This role provides a challenging and rewarding opportunity to develop core investment banking skills and work on high-impact transactions with experienced professionals.
Key Responsibilities
Financial Analysis & Modeling:
Build and maintain financial models, valuations, and transaction analyses to support deal execution.
Transaction Execution:
Assist in preparing marketing materials, presentations, and due diligence documents for M&A and capital raise transactions.
Industry & Company Research:
Conduct in-depth research on industries, companies, and market trends to support deal sourcing and client advisory.
Client & Investor Engagement:
Support senior bankers in coordinating client meetings, investor outreach, and transaction processes. Present investment theses and detailed analyses to sophisticated clients and investors.
Technology Integration:
Utilize AI tools and automation (such as GPTs and financial modeling software) to enhance workflow efficiency.
Process Management:
Track deal progress, manage data rooms, and ensure smooth execution of transaction-related tasks.
Team
Collaboration:
Work closely with associates and senior bankers to learn best practices and contribute to a high-performing team.
Firm-Building:
All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.
Qualifications
Bachelors degree in Finance, Economics, or related field.
Strong financial modeling, valuation, and analytical skills.
Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, CapIQ, etc.).
Excellent written and verbal communication skills.
Ability to multitask and work in a fast-paced, deadline-driven environment.
Interest in utilizing technology and automation to enhance efficiency.
Prior internship or relevant experience in investment banking, private equity, or corporate finance is a plus.
Willingness to obtain SIE, Series 79 & 63 (or currently held)
Why Join Forbes Partners?
Entrepreneurial, Partner-Driven Culture:
Our firm fosters an environment that supports individual initiative and collective success.
Dual-Producer System:
Our unique teaming structure allows for higher closing success rates, more deal flow, and reduced risk.
High-Quality Deal Flow:
We maintain a rigorous process to work on high-quality transactions, targeting exciting and transformational deals.
Competitive Compensation:
We offer a competitive compensation package, made up of a strong substantial base salary and strong bonuses paid quarterly. Bonuses are tied to individual performance and overall firm success and have no upper limit.
Global Reach, Local Access:
With offices in Denver, Salt Lake City, and Charlotte, we maintain a national presence and deep connectivity with thousands of strategic acquirers and lenders worldwide.
Hybrid Work Environment: 1-2 days of remote work offered per week based on tenure ensures personal connection and collaboration at the office, along with personal flexibility. Multiple paid volunteer days each year.
Clear Career Progression:
Frequent direct mentorship from senior bankers designed to provide clear pathways for career progression and personal goal achievement.
Apply Today
To apply, please visit our website at or send your resume and cover letter to Blake Shear, bl
EOE AA/M/F/V/D
Forbes Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of a disability.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Banking
#J-18808-Ljbffr
Apply Now