Investment Banking Analyst

Job Description

Investment Banking Analyst | Atlantic Group

The Tone:
This is a permanent (contingency) role in Montgomery County, PA, with a client of Atlantic Group. The company operates within a boutique investment banking environment, specializing in transaction execution, financial modeling, and client advisory services. This position is vital for supporting active transactions, providing significant deal exposure, and offering direct interaction with leadership. The role offers a clear path for career progression within investment banking and private equity.

The TL;DR
• Role: Early Career
• Type: Perm (Contingency)
• Location: In-person, Montgomery County, PA
• Pay: $80000–$90000 yearly
• Team: Works within deal teams, collaborating closely with senior bankers.
• Mission: Supports transaction execution, financial modeling, and client advisory within a boutique investment banking environment.
• Tech Stack: Excel, PowerPoint

What You’ll Actually Do
• Financial Modeling: Build detailed financial models that include three-statement models and transaction analyses.
• Valuation Analysis: Perform comprehensive comparable company and precedent transaction analyses to support deal valuations.
• Deal Execution: Support M&A transactions through all phases, from initial analysis to closing and post-deal activities.
• Client Materials: Prepare professional presentations, reports, and various transaction-related materials for clients.
• Research: Conduct in-depth industry, market, and company research to provide critical support for client engagements.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, or a related field; possessing an understanding of M&A processes, financial modeling, and valuation methodologies.
• Experience: 1–2 years of experience specifically in investment banking, transaction services, or a closely related financial field.
• Skills: Advanced proficiency in Excel, PowerPoint, and financial modeling; strong analytical skills; keen attention to detail.
• Bonus: Must have strong ties to the Greater Philadelphia area.