Investment Banking Analyst

Job Description

Investment Banking Analyst | Green Lion Search Group

The Tone:
This is a full-time role for an Investment Banking Analyst located in Dallas, TX. Our client, a growing integrated financial services firm that specializes in lower to middle market investment banking, is expanding its team. This role is crucial for supporting the execution of complex financial transactions and delivering value to clients. The position offers significant responsibility and direct exposure to senior bankers, contributing to the firm’s scaling investment banking platform.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Dallas, TX

• Team: Works within the Investment Banking platform, collaborating with senior bankers.
• Mission: This role is responsible for supporting the full lifecycle of lower to middle market investment banking transactions, from valuation and marketing to client communication and due diligence management.
• Tech Stack: Excel

What You’ll Actually Do
• Model: Develop and maintain detailed financial models, including valuation analyses (DCF, precedent transactions, trading comps), transaction structures, capital raises, and liquidity analyses.
• Prepare: Create comprehensive transaction marketing materials such as teasers, confidential information memorandums (CIMs), and management presentations.
• Research: Conduct in-depth company, industry, and buyer research to inform transaction strategy and effective positioning for clients.
• Manage: Coordinate and oversee data rooms, providing essential support for due diligence workstreams throughout transactions.
• Engage: Participate in client calls and meetings alongside senior bankers, gaining early exposure to deal strategy and client communication.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 1+ years of investment banking, transaction advisory, valuation, or related transaction experience is preferred, though exceptional candidates with strong internship experience will be considered.
• Skills: Solid foundation in financial modeling, valuation methodologies, and Excel proficiency; strong written and verbal communication skills; highly organized, detail-oriented, and capable of managing competing priorities effectively.
• Bonus: A collaborative, client-focused mindset demonstrated by a strong work ethic and a proactive desire to learn and contribute.