Title: Full-time Investment Banking Analyst or Associate

We are a San Francisco-based, boutique investment bank looking for an experienced Investment Banking Analyst or Associate to join our dynamic team. As an Analyst/Associate, you'll be the first point of contact for potential clients, driving growth and generating leads for our M&A services. This is a unique, combination role, that includes both traditional IB analyst responsibilities as well as business development and sourcing responsibilities.

Responsibilities:

Create financial models and customer retention analyses
Manage buyer lists, datarooms, and due diligence checklists
Conduct prospecting to identify and qualify potential leads in strategic sectors.
Nurture relationships with prospects to understand their needs and effectively communicate the value proposition of our offerings.
Collaborate closely with the M&A execution team to optimize lead generation strategies and campaigns.
Setup calls between new prospects and senior bankers.
Perform and analyze industry research

Requirements:

Must have a minimum of 1 year of experience in transactional finance, whether investment banking or growth equity.
Excellent communication, interpersonal skills, and organizational skills with the ability to prioritize tasks and manage time efficiently.
A self-starter mindset with the drive to achieve goals and thrive in a fast-paced, target-driven environment.
Interest in technology, familiarity with CRM software, sales automation tools, and AI
Bachelor’s degree from an accredited 4-year university

We offer competitive compensation, benefits, and career opportunities. Previous experience will determine starting role.

IKONA Partners

Latest Jobs

Investment Banking Analyst/Associate