Investments Analyst

WHO WE ARE

At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. 

WHAT WE'RE LOOKING FOR

Bridgepoint is seeking Analyst candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for firm input, promotion, unmatched client and prospect interaction, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank – focused on prosperity for our people, our clients and our communities. Every team member has input...

Join Colliers’ dynamic Investment Sales team as a Capital Markets Analyst supporting our Industrial and Office sectors. Collaborate closely with seasoned professionals and develop your skills for a thriving career in investment sales.

Key Responsibilities:

• Investment Sales Advisory Packages: Prepare comprehensive packages for commercial real estate transactions, including in-depth research, financial modeling, and executive summaries.
• Financial Modeling & Underwriting: Conduct sophisticated financial modeling and underwriting using market data and comparable transactions to evaluate opportunities.
• Due Diligence Management: Oversee the due diligence process, leading marketing and closing efforts while ensuring effective communication with the team, clients, and market stakeholders.
• Document Analysis: Review and analyze real estate documents...

WHO WE ARE

At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. 

WHAT WE'RE LOOKING FOR

Bridgepoint Investment Banking is seeking a Summer Analyst with 0-3 years of experience in the fields of finance, private equity and / or mergers and acquisitions. 

Bridgepoint offers a full summer analyst internship program, typically for college students who are rising juniors or seniors. The Summer Analyst position at Bridgepoint provides a unique Midwest opportunity to work in a highly demanding, yet supportive, team-oriented environment with...

We have expanded our hiring plans for 2024 with a goal to add another professional by year-end.

You will be a key team member in our small but fast-moving, dynamic advisory group serving high-growth technology companies. Our entrepreneurial structure will afford you the opportunity to be deeply involved in exciting, demanding engagements at an early stage of your career. Our granular approach to M&A transactions and capital raises means you’ll have meaningful client-facing engagement, enabling you to develop advanced strategy skills. You will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions and capital raises.

First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth segments in technology and healthcare, both through our venture capital investments and through...

Investment Analyst (Buy-In)

115-132k

Hybrid in Charlotte, NC

We are seeking a candidate with 4+ years of Investment (Buy-in) experience. The candidate needs to have expert knowledge of buy-in rules for domestic markets including DTCC, Fed and physical clearance. They will bring expert knowledge of DTCC Smart/TRACK system, OW, Settlement Web and FINRA. 

Benefits

• Start on 1st day
• Medical, dental, vision
• 6% match on 401k, 4-16 weeks paid parental leave
• 144 hours up-front PTO, additional PTO afterward (accrued)
• Variable bonuses, backup child care, tuition reimbursement 
• Commuter benefits, paid parking, more

Responsibilities

• Monitor regulatory buy-in processes and action accordingly (204, Reg-T, MSRB)

• Leverage buy-in processes to reduce fail obligations and firm risk (seg deficits)
• Monitor CNS obligations and...

Cabrera Capital Markets, LLC is seeking an Analyst to support our Public Finance Investment Banking team in all aspects of new business development and transaction execution. The Analyst will assist in deal execution, cash flow modeling, the preparation of presentations, proposals and debt profiles for municipal and not-for-profit issuers.

Essential Duties and Responsibilities

• Assist with generating debt profiles to provide bankers with an overview of a client’s debt position and historical financing trends

• Formulate client presentations, pitch books, and responses to Requests for Proposals

• Provide quantitative analyses including financial forecasting, cash flow analysis, and bond sizing

• Assist bankers in the execution of new issue transactions including documentation, pricing, presentations to investors and rating agencies, and deal closing coordination

• Monitor market conditions to apply...

JOB SUMMARY

The Investment Analyst at SoLa embraces the organization's mission and shares a passion for promoting affordable housing in historically neglected communities. This role supports the Senior Analyst in conducting financial analysis, due diligence, and investment recommendations. In this role, you will assist in developing operational and investment strategies for the asset management and development departments.

ABOUT THE COMPANY

SoLa Impact is an award-winning social impact, development, and investment company focused exclusively on creating high-quality affordable housing in low-income, Black and brown communities. Over the last several years, we have raised almost $500 million in equity --- allowing us to deploy well over $1.5 billion – toward addressing the housing crisis in Los Angeles and throughout Southern California. Founded with the belief that smart investment can drive socioeconomic...

McClure Investment Management LLC is a leading financial services company specializing in investment management. We are currently seeking an experienced Investment Analyst to join our dynamic team. As an Investment Analyst, you will play a critical role in conducting research, analyzing investment opportunities, and making recommendations to our clients.

In this role, you will be responsible for managing and analyzing financial data, assessing market trends, evaluating industry risks, and providing well-researched insights to support our investment decision-making process. You will collaborate with a team of ambitious professionals who are passionate about providing exceptional client service and achieving superior investment performance.

We are looking for a highly analytical and detail-oriented individual with a deep understanding of financial markets, strong quantitative skills, and excellent problem-solving abilities. The ideal candidate will be able to think...

G Squared Capital Partners (“G Squared”) is seeking a highly motivated, team-oriented individual to join our growing investment banking platform. G Squared is a premier boutique investment bank that provides merger and acquisition advisory, debt and equity placements, and valuation analyses to the Aerospace, Defense and Government Services industry. Since our inception in 2020, G Squared has advised on over 40 transactions, with clients ranging from entrepreneur-owned businesses to publicly traded companies, as well as private entities and private equity firms. Before the establishment of G Squared, the firm’s principals closed over 200 transactions, with an aggregate transaction value of approximately $10 billion.

Applicants for G Squared’s Analyst position should have strong analytical skills, be clear and effective communicators, and possess a superior work ethic. This position will involve all aspects of transaction execution, significant involvement in business...

We are looking to expand our early-stage investment team and are seeking an ambitious Investment Analyst or Associate to join our investment team in New York. The early-stage team invests in Pre-Seed, Seed, Series A companies.

This is an exciting opportunity for someone looking to build a career in venture to join one of the leading teams in the sector.

About the Position

In this role, you will play an active role in supporting all aspects of deal sourcing, due diligence and deal execution. Developing critical thinking and nurturing domain knowledge will be instrumental in generating new investment thesis, building your network, and supporting portfolio companies and limited partners.

Role and responsibilities include:

• Source investment opportunities relevant to our thesis
• Perform financial due diligence including financial...

You will be a key team member in our small but fast-moving, dynamic advisory group serving high-growth technology companies. Our entrepreneurial structure will afford you the opportunity to be deeply involved in exciting, demanding engagements at an early stage of your career. Our granular approach to M&A transactions and capital raises means you’ll have meaningful client-facing engagement, enabling you to develop advanced strategy skills. You will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions and capital raises.

First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth segments in technology and healthcare, both through our venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. FASC is...

The Capital Markets Analyst will be an integral part of the Corporate Finance team and be responsible for servicing a client base across public/private markets. The person will work closely with the entire capital markets team and will regularly interact with investment, finance, operations and legal professionals as well as senior management within Cabrera Capital Markets.

Essential Duties and Responsibilities

·         Assist with the creation/design of presentations for current and prospective clients

·         Partner closely with internal stakeholders to provide data for pitch books and presentations

·         Provide support to corporate finance team members related to meeting prep and follow up

·         Prepare and distribute monthly/quarterly client activity...

Overview

The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management and capital markets. This is a highly visible role providing interaction with senior management as well as property focused leasing, development and construction teams. Additional responsibilities involve underwriting and due diligence of potential capital transaction (acquisitions, dispositions, recapitalizations, etc.) including, but not limited to advanced financial modeling, responding to requests for information, preparing cash flow analyses and other special projects, as assigned.

What to Expect

The day-to-day experience of the Investments Analyst will be varied. This individual may spend one day analyzing financial statements and developing a financial model, the next day working with internal teams to gather information to present to lenders/investors, the next day performing a market...

Who we are

Bridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our clients. We are hyper-focused on our core values and integrity, and providing up and coming investment bankers a better platform to grow as bankers and humans. We aren’t just another sell-side mill, but provide true full-service investment banking solutions for our clients spanning corporate finance and M&A. For more information please visit: www.bridgepointib.com/talent

What we’re looking for

Bridgepoint Investment Banking is seeking an Analyst Intern with 0-3 years of experience in the fields of finance, private equity and / or mergers and acquisitions. 

Bridgepoint offers a...

We are seeking college students looking to gain experience with our Technology, Media, and Telecom (TMT) Investment Banking team through internships in our San Francisco office. Internships are available in Summer 2024 (May/June).

Nfluence Partners is a boutique Investment Bank built to handle complex Mergers & Acquisitions and Capital Formation advisory services for TMT transactions. Operating out of San Francisco and New York City, Nfluence Partners thoughtfully maximizes value and realizes optimal outcomes for entrepreneurs and investors located around the world.

Our Nfluence team brings years of industry experience in investment banking, capital markets, and C-level entrepreneurship and have established key relationships within Software, Internet, Digital Media, Mobile, Communication Technologies, and Telecommunications. Our senior bankers have completed in excess of 160 M&A and capital-markets transactions over the past 20...

The Investment Banking Analyst is an integral part of the transaction team. The Analyst will participate in the preparation of financial analyses, conduct due diligence, develop marketing materials, and participate in the execution of a wide variety of transactions. The Analyst will also play an integral role in client interaction, as well as participation in marketing efforts.

Essential Duties and Responsibilities

·         Prepare, analyze and help explain historical and projected financial information

·         Coordinate and perform business due diligence

·         Prepare and manage virtual data rooms

·         Prepare confidential information memoranda, management presentations, marketing materials, pitch books and other presentations as...

The Analyst will join a lean and fast-paced acquisitions and development team in Miami (Coral Gables), FL focused on affordable housing, particularly in the Southeast and Northeast United States. The role will be dynamic, encompassing ‘all things’ development and acquisitions, working as part of three-person local group led by the head of acquisitions and development for Wingate. This is a unique opportunity to join a nimble and growing development arm of an established national brand.

Responsibilities

• Support the Deal Team in all aspects of affordable housing acquisitions, financing, and development; note the Deal Team focuses primarily on affordable housing but works regularly with the market-rate acquisitions team in Boston and is involved in all sourcing, diligence and execution efforts of the firm.
• Communication with investors, brokers, property managers, industry consultants involved in property valuation and...