Company Description
Broadhaven is an independent investment bank and growth equity investor serving the financial services sector. We operate as a traditional merchant bank, where strategic and financial advisory services are offered alongside our investment capital.
As an independent investment bank, we provide strategic and financial advice on mergers, acquisitions, restructurings, valuation and capital structure to corporations, partnerships, institutions and governments. We offer our clients – who range from large, multinational corporations to emerging growth companies – sector expertise, deep industry relationships, and dedicated, senior-level attention. We are, first and foremost, independent, with loyalty solely to our clients. Unlike large investment and commercial banks, we do not engage in activities which present any conflicts with our clients. We are highly experienced senior advisors, providing advice based solely on our views as to what is best for our clients.
Role Description
This is a full-time role for an Investment Banking Analyst located in New York, NY. The Investment Banking Analyst will be responsible for conducting financial modeling, performing due diligence, and providing overall support in mergers and acquisitions, and other financial activities. The Investment Banking Analyst will work closely with senior bankers to research and analyze financial data, develop presentations, and assist with execution.
The Investment Banking Analyst will be responsible for:
· Assisting with preparation of investment materials, management presentations, pitch materials, and general client meeting materials
· Assisting with transaction execution – distribution of materials, due diligence, data room management, etc.
· Financial analysis and modeling – valuation analysis, returns analysis, accretion dilution modeling and other financial analysis
· Data analysis
Required Skills
· 1-2 years of experience in an Investment Banking role
· Bachelor's Degree in a related field
· Prior experience in the FIG or TMT sector
· Microsoft Excel proficient; Experience with macros and/or VBA is a plus
· Solid analytical skills
· Great interpersonal skills
· Excellent communication skills (written and verbal)
· Strong attention to detail
· Highly organized
· M&A experience is required
