I. Description

Hexagon Capital Alliance LLC (“HCA”) is currently seeking an Investment Banking Analyst in our Orange County office for a two-year analyst training program. As an analyst, you will develop investment banking skills by working directly with senior and junior investment bankers on a range of client and marketing-related activities across a broad range of industries, including performing research, financial analysis, and preparing presentation materials. Individuals who thrive at HCA exhibit the following success skills – Collaboration, Critical Thinking, Intellectual Curiosity, Self-Motivation, and Results Focus.

II. Essential Duties and Responsibilities

Research, analyze and document qualitative and quantitative trends in target industry sectors
Analyze capital markets and mergers and acquisitions activity in target sectors
Identify and research companies in target industry sectors with a history of acquisitions, including their current strategic objectives
Assist senior and junior investment bankers with the M&A transaction process
Prepare marketing documents and pitch books
Build financial models for use in transactions
Create buyer and/or target lists
Assist in managing online data rooms
Manage and assist the due diligence effort for both buyers and sellers
Assist in organizing the operations of a transaction closing
Assist in producing monthly industry and market reports

III. Special Skills, Knowledge, Abilities, Training, or Special Licenses / Certifications Required

Thorough understanding of financial statement analysis and accounting principals
Excellent working knowledge of Excel, Word, and PowerPoint
Possess an ability to analyze a business situation using financial models
Excellent writing skills, including business writing acumen
Ability to use research tools, databases, and other resources
Skilled at researching and collecting information on-line, via telephone, and during in-person meetings
Demonstrated attributes of integrity, team player, aptitude to lead, eagerness to learn, strong work ethic, and executive presence
Strong project management, organizational skills, attention to detail, and team-oriented

IV. Education and Experience

Education: Bachelor's degree from four-year undergraduate university with an emphasis in Accounting or Finance required

Experience: One to two years with investment banking firm or comparable financial services firm required

V. Other Physical and/or Special Requirements About Your Job

Sitting for long periods of time
Working on computer for long periods of time
Be able to lift at least 25 lbs.

This job description reflects the present requirements of the position. As duties and responsibilities change and develop, the job description will be reviewed and be subject to amendment in consultation with the position holder.

Hexagon Capital Alliance LLC

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