Investment Banking Analyst

About This Role

This investment banking analyst role with Needham & Company focuses on growth technology companies, working on multiple projects and transactions under the direction of Senior Bankers. The position is for an experienced analyst to produce analytical work for clients and support transaction execution from origination to closing.

Responsibilities

• Prepare pitch materials, confidential information memorandums, and management presentations
• Perform financial modeling and financial analysis, including valuation analyses
• Conduct capital markets and technology analysis
• Participate in the drafting of SEC documents
• Execute mergers and acquisitions projects, IPOs, and follow-on equity offerings
• Coordinate and perform due diligence for Needham & Company sponsored transactions

Requirements

• 1-2 years of experience in investment banking, transaction advisory services, corporate development, corporate strategy, consulting, or a transaction-related field
• Excellent analytic and writing skills and a particular attention to detail
• Strong work ethic
• Understanding of the M&A and capital raising processes, along with proven experience in successfully closing deals
• Strong understanding of financial statement analysis and company valuation techniques
• Advanced computer skills (Microsoft Excel, Word, PowerPoint, FactSet, Bloomberg etc.)
• Teamwork, interpersonal, and leadership skills
• Driven, results-oriented personality
• An excellent academic record

Benefits

• Discretionary bonus
• 401(k) program with company-matching contributions
• Health, dental, vision, life, and disability insurance
• Flexible spending
• Commuter benefits
• Paid time-off plan

About the Company

Needham & Company is a full-service investment bank focused on growth technology companies.