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.
