About This Role
This Investment Banking Analyst role is an immediate hire position for diligent, coachable, and determined financial services professionals who have started their careers at major investment banks, accounting firms, or related consultancies. It offers a hands-on training program and direct client involvement.
Responsibilities
- Extensive modeling and financial analysis, including projections, deal structuring and credit capacity analysis
- Participation in transaction-related due diligence, managing the flow of documents, and reviewing of financial statements/related materials
- Drafting client presentations and transaction memoranda
- Valuation analysis
- Supporting senior bankers in all aspects of transactions
Requirements
- 1-2 years of investment banking, accounting or related experience
- Academic degree in finance, accounting, economics or other business-related discipline
- Practical familiarity with M&A, LBO and other advanced finance and accounting concepts
- Proven financial modeling and writing skills
- Obsessive attention to detail
- Ability to work independently
- Immediate availability
Nice to have:
Important Details
- Schedule: likely to work on 25-30 investment banking engagements in the first year
About the Company
Since 2000, CSG Partners has helped middle-market companies realize the unique benefits of employee stock ownership plans (ESOPs). It is recognized as the nation’s leading leveraged ESOP practice, guiding hundreds of clients through the ESOP formation process. The team includes former commercial bankers, attorneys, accountants, entrepreneurs, and CEOs, and has been recognized with over 40 Firm & Deal of the Year honors in the past decade.
