Investment Analyst jobs in New York, NY

The Investment Talent Analyst will help build and execute initiatives that strengthen how investors develop, perform, and expand their impact at the firm. This involves translating strategic objectives into practical frameworks, managing ongoing processes, and collaborating across investment and partner teams.

The analyst will formulate business proposals, develop company forecasts, and perform valuations for merger and acquisition scenarios. They will also participate in the transaction process, including drafting sessions and due diligence meetings.

The Investment Banking Analyst will provide analytical support for mergers, acquisitions, and financial advisory services while building financial models and marketing materials. They will also contribute to business development through research and collaborate with senior bankers on deal execution.

Participate in a ten-month training program to develop fundamental research, financial modeling, and analytical skills for a career in discretionary investment. Upon graduation, conduct fundamental research and develop financial models to identify actionable investment ideas for a long/short equity team.

Support financing and restructuring transactions by analyzing alternatives, building financial models, preparing marketing materials, and coordinating marketing and due diligence processes. Assist senior bankers with business development and use AI and data visualization tools to create pitch books, models, and client insights.

Research distributed commercial and industrial clean energy markets, evaluate investment opportunities, and support due diligence, valuation, deal structuring, and negotiations. Prepare customer proposals and presentations, maintain customer relationships, and coordinate the investment team's activities throughout the investment lifecycle.

The analyst will interpret large datasets related to global corporate credit markets and assist in producing timely investment research and thought leadership. They will also support internal stakeholders with bespoke data requests and maintain research charts for client marketing decks.

The analyst will perform complex financial modeling and valuation analysis to support deal teams and strategic client initiatives. They are responsible for researching industry trends, creating financial presentations, and maintaining effective relationships with internal and external stakeholders.