Top Investment Banking Analyst Skills

Below we've compiled a list of the most important skills for an Investment Banking Analyst. We ranked the top skills based on the percentage of Investment Banking Analyst resumes they appeared on. For example, 17.9% of Investment Banking Analyst resumes contained Financial Models as a skill. Let's find out what skills an Investment Banking Analyst actually needs in order to be successful in the workplace.

The six most common skills found on Investment Banking Analyst resumes in 2020. Read below to see the full list.

1. Financial Models

high Demand
Here's how Financial Models is used in Investment Banking Analyst jobs:
  • Developed spreadsheet based financial models and projections - projections were modeled for future periods using conventional techniques to ascertain long-term performance.
  • Constructed financial models to value companies, evaluate acquisition opportunities and assess the feasibility of various transaction and financing structures.
  • Construct financial models, including merger consequences, discounted cash flow and leverage buy-out analysis for valuation and financing considerations.
  • Analyzed strategic alternatives and created financial models for client companies in connection with potential mergers and acquisitions transactions.
  • Created financial models, comparable company analyses, DCF analyses and company ownership analyses based on public information.
  • Created financial models to portray potential value-add synergies through increased revenues and decreased cost within an organization.
  • Developed financial models used to determine implied credit quality, make-whole calculations and fair value assessments.
  • Analyzed financial statements, constructed financial models and directed extensive research on market trends and developments.
  • Valued companies as well as potential acquisitions using financial models such as Comparable Company Analysis !
  • Developed valuation materials and financial models for the initial public offering of a technology start-up.
  • Developed financial models to assess mergers, acquisitions, leveraged buyouts and capital structure solutions.
  • Prepared financial models including accretion and dilution, 3-statement, and leveraged buyout analyses.
  • Analyzed financial statements and projections and utilized financial models to complete shareholder value analysis.
  • Executed comparable company/comparable transaction analyses and utilized advanced financial models to value transactions.
  • Create financial models to evaluate potential transaction structures and sensitize equity investor returns.
  • Composed presentations outlining client's strategic options; constructed supporting financial models.
  • Created excel financial models used for equity offering and merger analyses.
  • Designed financial models that evaluate projects based on various financial assumptions.
  • Developed financial models, which resulted in executive decision making.
  • Created financial models projecting forecasts for national and international firms.

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2. Equity

high Demand
Here's how Equity is used in Investment Banking Analyst jobs:
  • Assisted in measuring Market impact by utilizing proprietary Merrill Lynch software to retrieve equity/equity linked research and trading commentary.
  • Provided transaction support for middle-market mergers, acquisitions, capital raises and private equity principal investments.
  • Acquired extensive financial modeling experience by building debt and equity models with varying leveraged finance structures.
  • Drafted materials critical to equity and debt syndication, including Confidential Information Memos and Offering Memos.
  • Conducted investor research on Venture Capital and Private Equity historical transactions and investment trends.
  • Identified potential international and domestic private equity investors and presented the investment opportunity.
  • Participated in the origination and execution of equity and debt transactions.
  • Participated in deal execution, including multiple transactions and equity efforts.
  • Conducted equity research in industries including commodities, energy and transportation.
  • Researched investment preferences of venture capital and private equity firms.
  • Deliver meaningful market and equity research for managing director.
  • Build models and equity research reports remotely from my University
  • Managed database of equity investors and venture capitalists.
  • Conducted weekly analysis of financial and equity markets.
  • Worked with external underwriters and capital investment firms, such as private equity firms, to raise capital for corporate clients.
  • Gained exposure to equity and M&A products by working alongside mid-level professionals on transactions and co-managed equity deals in-progress.
  • Supported 2 deals and 3 pitches for a group that originates and executes M&A, equity, and debt transactions
  • Identified Enterprise value, EBITDA multiples, and 10 potential Private Equity investors, narrowing list down to 3 candidates.
  • Analyzed Strategic Investment alternatives using debt and equity instruments for retail clients in preparation for live deals and bake- off situations
  • Executed 6 growth private equity transactions for $440 million raised and 10 PIPE transactions for $240 million raised.

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3. Due Diligence

high Demand
Here's how Due Diligence is used in Investment Banking Analyst jobs:
  • Key responsibilities include operational and financial due diligence, financial modeling, presentation development and industry research.
  • Composed investment committee memorandums and conducted due diligence evaluating investments in top-tier venture capital and buyout funds.
  • Managed and prepared due diligence items, buyer contacts, company presentations and other deal execution responsibilities
  • Conducted financial and business due diligence to facilitate internal credit risk management and underwriting approval process.
  • Developed accretion/dilution model and conducted further due diligence in preparation to submit nonbinding Letter of Intent
  • Recommended acquisition candidates to client, leading to additional due diligence and eventual acquisition of target
  • Conducted financial, operational and industry due diligence, including interviewing Sr. management of companies.
  • Assist due diligence process by providing necessary documents and additional analysis requested by potential Buyers
  • Completed legal due diligence on renewable energy companies considered for a merger or acquisition.
  • Completed extensive company and industry due diligence to determine likelihood of achieving management projections.
  • Performed due diligence on assets and incorporated research and analysis into modeling effort.
  • Conduct financial analysis of potential investments through financial modeling and due diligence.
  • Coordinated due diligence review and performed credit analysis on potential investments.
  • Led due diligence on select company assets to ascertain restructuring opportunities.
  • Conducted due diligence and prepared internal committee and marketing materials.
  • Participated in due diligence with senior executives.
  • Conducted due diligence on the less-than-truckload industry
  • Performed detailed research and due diligence on the following industries: nuclear energy, natural gas, oil, and goal.
  • Conducted due diligence and background check on live transactions and helped build investor presentation for 5 new deals in the pipeline.
  • Performed various phases of deal process including pitches, due diligence, financial modeling, valuation analysis, and deal execution.

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4. Precedent Transaction Analysis

high Demand
Here's how Precedent Transaction Analysis is used in Investment Banking Analyst jobs:
  • Conducted transaction runs for precedent transaction analysis.
  • Developed working knowledge of valuation techniques, including discounted cash flow, comparable company, and precedent transaction analysis.

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5. DCF

high Demand
Here's how DCF is used in Investment Banking Analyst jobs:
  • Performed valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
  • Prepared valuation analysis for pitch using comparable public companies, historical transactions and DCF
  • Performed LBO, DCF and comparable company analyses to evaluate potential apparel industry targets
  • Assisted with evaluating projects, revised pricing models for energy and real estate projects using DCF (Discounted Cash Flow).
  • Developed three statement and discounted cash flow (DCF) models for a $22M SaaS loan pricing software company.
  • Valuated the company using DCF, EVA, Comparable Company & Precedence transition analysis methods to suggest a share price.
  • Performed asset valuations based on fair market value, DCF, liquidation value, book value, and goodwill.
  • Estimated target stock prices using APV, DCF and Relative Valuation models, assisted in composing 11 investment reports.
  • Produced valuation analyses incorporating discounted cash flow (DCF), public comparable company and precedent transactions models.
  • Perform financial and strategic analyses for companies, including DCF, LBO models and transaction/trading comparable analyses.
  • Conducted DCF and LBO analyses for the potential cross-border acquisition of a defense logistics services & distribution company
  • Conducted analysis for company and industry, creating a comparable company analysis and a DCF model.
  • Created valuation analyses, including DCF, LBO, EPS accretion/dilution, and industry multiples.
  • Assisted to modify valuation and pricing model analyzing DCF, DDM, LBO and WACC
  • Prepared fairness opinion using LBO, DCF, comparable companies, and precedent transactions.
  • Developed comprehensive operating models and valuations including DCF, SOTP, and leveraged buyouts.
  • Updated company valuation models using DCF and Comps.
  • Performed corporate valuations based on trading comps, precedent transactions, DCF, M&A comps, accretion/dilution !
  • Advised on a go-private transaction Performed a BETA analysis while developing a detailed DCF valuation used for Board review.
  • Evaluated and modeled valuation: pro forma, DCF, comparable company, and sum of the parts.

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6. Comparable Company Analysis

high Demand
Here's how Comparable Company Analysis is used in Investment Banking Analyst jobs:
  • Prepare financial valuation analysis using discounted cash flow, precedent transactions and comparable company analysis.
  • Conducted preliminary discounted cash flow valuation and comparable company analysis for Company management.
  • Provide industry research, comparable company analysis, and business strategy presentations.
  • Conducted comparable company analysis, industry research and created presentation materials.
  • Initiated Comparable Company Analysis for three firms (crude oil, electricity, and food industries).
  • Monitor, analyze, and maintain comparable company analysis for transactions in all major sectors.
  • Conducted financial modeling and analytical due diligence; including comparable company analysis, and accretion /dilution scenario analysis.
  • Created comparable company analysis, discounted cash flow, precedent transactions analysis.
  • Learned how to properly perform comparable company analysis, a precedent transactions analysis, and a discount cash flow analysis.

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7. Pitch Books

high Demand
Here's how Pitch Books is used in Investment Banking Analyst jobs:
  • Created information memorandums and pitch books providing financial and strategic details.
  • Prepared marketing materials including pitch books and offering memorandums.
  • Assembled research and assisted in writing numerous pitch books on various sell side transactions and received exposure to multiple deal types.
  • Prepared pitch books for meetings, managed internal client lists and served as key point of contact for league table submissions.
  • Led analyst team on various engagements, composed ~60 page memorandums and pitch books to position clients for sale.
  • Cooperated with teammates to prepare teasers and pitch books for several companies across technology and software industries
  • Contributed to the creation of pitch books and road show presentations used by senior management.
  • Create pitch books and analyze companies for the managing partner to help evaluate investment opportunities.
  • Created and compiled pitch books and profiles of companies for potential deals.
  • Created pitch books to be presented to senior management on targeted companies.
  • Assisted senior bankers with the development of information memorandums and pitch books.
  • Developed pitch books presenting output and result to senior management.
  • Developed pitch books used to generate new business.
  • Create pitch books, presentations and opinion letters.
  • Prepared 15+ client pitch books.
  • Compose offering memorandums (CIMs), pitch books, and market & industry research for sell-side represented companies.
  • Prepared pitch books, valuation analyses and financial statement analyses and screened potential clients and investors Project Experience:.
  • Created multiple pitch books within a strict deadline in order to deliver detailed meetings to our multi-billion dollar clients.
  • Identified and signed buy-side and sell-side clients, prepared offering memoranda, pitch books, and valuation analyses.
  • Assisted in developing transactional materials, such as pitch books, memoranda and presentations.

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8. Sell-Side M

high Demand
Here's how Sell-Side M is used in Investment Banking Analyst jobs:
  • Developed buy- and sell-side mergers & acquisitions marketing presentations, introductory discussion materials, and follow-up analyses.
  • Represented clients in the consumer retail space (primarily soft goods) on buy and sell-side M&A engagements.
  • Supported senior bankers representing primarily sell-side middle market clients in the aerospace, defense, and government services industries.
  • Constructed valuation models and supported execution of middle-market buy-side and sell-side mergers and acquisitions.
  • Served as an Associate in sell-side mergers and acquisitions for a leading middle-market mergers and acquisitions firm, supporting several deals.
  • Developed an extensive operating model for US based Technology services client on sell-side M&A assignment.

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9. Financial Statements

high Demand
Here's how Financial Statements is used in Investment Banking Analyst jobs:
  • Normalized and Spread historical and projected financial statements, including in depth analyses of operational and leverage ratios.
  • Developed excellent skills in Microsoft Excel and PowerPoint through daily modeling of financial statements and drafting company presentations.
  • Analyzed financial statements/filings from regulatory websites or investor relations pages - displayed the data in presentation format.
  • Analyzed financial statements of corporate clients in order to provide a comprehensive credit analysis.
  • Conducted industry research, analyzed financial statements, and performed extensive valuation work.
  • Gained significant experience in financial statements and industry analysis as pertains to equity valuation
  • Collaborated with finance department to audit company s financial statements.
  • Performed due-diligence reviews and variation analyses of audited financial statements.
  • Followed IPO, M&A and Refinance projects, conducted due diligence, market research, analyzed financial statements.
  • Adjusted financial statements and conducted DCF valuations of companies in order to project revenues over the next five years.
  • Run company research based on financial statements (10K, 10Q), comparable companies and industry trends.
  • Revised, analyzed and made projections of financial statements and sensitivity analyses of cash flow.
  • Prepared and analyzed financial statements to provide a clear view of clients' financial standing.
  • Reconstructed financial statements for a clothing and design company including a DCF model valuation.
  • Consolidated financial statements for two entities, creating parent company for DCF valuation.
  • Analyzed financial statements, SEC filings, macroeconomic data, and industry research.
  • Examine various financial statements to obtain data and ensure GAAP adherence.
  • Conducted extensive industry and market research, analyzed financial statements, and generated polished presentations and other offering materials.
  • Performed detailed valuation analysis using financial statements, discounted cash flow, leveraged buyout, and public/transaction comparables.
  • Developed pro-forma financial statements, Company valuations.

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10. LBO

high Demand
Here's how LBO is used in Investment Banking Analyst jobs:
  • Evaluated historical trends and constructed LBO valuation with various operating scenarios
  • Created Leveraged Buyout (LBO) financial model for $7M asset purchase of an assisted technology device distributor.
  • Utilized Excel to establish following models: LBO, corporate valuation, merger/ acquisition, discounted cash flow.
  • Performed valuation analyses using comparable companies, precedent transactions, discounted cash flow, and LBO analysis
  • Performed holding restructuring, LBO modeling, credit rating, and assets swap analyses for prospects.
  • Developed standardized, flexible LBO model three days ahead of expected deadline.
  • Performed due diligence, topics covered were M&A, IPO's, LBO's
  • Learned through LBO and M&A process, practices and model building.
  • Constructed an LBO model and credit package outlining term loan and revolving credit facility underwriting for the deal team.
  • Evaluated Leverage Buyout (LBO) of PCCW's Hong Kong directories business.
  • Calculated EPS accretion of 6.6% o $2.5MM LBO of an education and training services company !
  • Developed integrated financial and operating models to evaluate LBOs, IPOs and mergers and acquisitions.
  • Worked on 8 deals including recapitalizations, spin-offs, carve-outs, and LBOs.
  • Present Worked on many deals, including M&A, LBOs, refinancing, IPOs and follow on offerings.

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11. IPO

high Demand
Here's how IPO is used in Investment Banking Analyst jobs:
  • Collaborated with investment team to prepare IPO initiatives for an automobile company.
  • Participated as co-manager in multiple IPO and Secondary offerings.
  • Worked closely with CFO and other senior management of regional health insurer on proposed conversion to for-profit status and simultaneous IPO.
  • Edited pitch books and road show materials for content, accuracy, and graphics for a Fortune 500 client s IPO
  • Identified comparable companies, targeted investors, analyzed shareholder structure, searched for IPO candidates and much more.
  • Coordinated and organized weekly intermediaries' meeting for the IPO Project and wrote summaries for the meeting.
  • Supported operations to enhance profitability, while gaining enhanced knowledge of the IPO market in China.
  • Presented valuation analysis from IPO and M&A dual process case study to senior bankers.
  • Supported origination and execution of 17 lead managed energy IPO, follow-on and convertible offerings.
  • Represented the Firm at IPO drafting sessions.
  • Assisted CEO of multiple billion dollar telecommunication IPOs on seed raising efforts for Telecommunications Company.
  • Executed IPO for BET, the first ever African-American controlled company to be listed on the New York Stock Exchange.
  • Advised U.S. banks on M&A, tax-efficient divestitures, TARP repayment, IPOs, financing and capital distribution.
  • Assisted with mandate pitch processes for over $120 million pre-IPO deals of companies in Mainland China.
  • Assisted in preliminary work on IPO for an electronic company scheduled for Shenzhen Stock Exchange.
  • Covered case of Dow Chemical Purchase of Rohm Haas, and Shake Shack IPO.
  • Developed various IPO structuring scenarios in order to evaluate optimal structure for the IPO !
  • Developed formal valuation of Chipotle and presented to McDonald's Board of Directors.
  • Selected as sole arranger for Omnipoint Corporation s $105M syndicated bank facility.
  • Selected Transaction Experience: - SPS Commerce (Book-Managed IPO/FO).

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12. Management Presentations

high Demand
Here's how Management Presentations is used in Investment Banking Analyst jobs:
  • Prepared management presentations, board presentations and pitch materials inclusive of financial analysis, industry overview and company-specific metrics.
  • Interacted closely with client management teams in drafting executive summaries, confidential investment memorandums and management presentations.
  • Drafted key transaction materials, including detailed offering memorandum, S-1, management presentations.
  • Prepared offering memorandums, management presentations, pitches and other key marketing materials.
  • Performed industry reviews and drafted pitch materials, management presentations, and memorandums.
  • Assisted the project lead in drafting CIM, management presentations and teaser preparations.
  • Sole analyst involved in process from pitch to management presentations.
  • Used the research in putting together management presentations.
  • Led client companies in sell-side management presentations.
  • Draft key transaction materials, including confidential information memoranda and management presentations.
  • Created management presentations, investor presentations, and rating agency presentations !
  • Compiled and co-authored over 50 CIMs detailing companies and transactions were later were used by senior bankers in management presentations.
  • Prepare materials for pitches, strategic advisory services, CIMs, Management Presentations and Board Presentations.
  • Author marketing materials including pitchbooks, confidential information memoranda, management presentations, deal updates, etc.
  • Conducted financial analysis and created management presentations involving extensive valuation for the IPO's of iRobot, CrossMatch, and Aerovironment.

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13. Merger Model

high Demand
Here's how Merger Model is used in Investment Banking Analyst jobs:
  • Developed financing, operating and merger models as well as valuation and strategic industry analyses.
  • Constructed full merger models to evaluate key acquisitions targets with valuable spectrum assets.
  • OCreated a full scale merger model and scenarios to analyze accretion/dilution.
  • Managed two analysts; trained analysts in using accretion/dilution merger models and databases such as Capital IQ.
  • Coordinated directly with CEO and CFO to build multiple merger models illustrating various acquisition scenarios.
  • Prepared complex financial valuation models, merger models, and Leveraged Buy-Out models.

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14. Buy-Side M

high Demand
Here's how Buy-Side M is used in Investment Banking Analyst jobs:
  • Worked on 2 LATAM transactions in consumer goods industry (buy-side M&A and $3.4B leveraged buyout).
  • Assist six managing directors and two managing partners with research on sell-side and buy-side M&A deals.
  • Engaged in sell-side, buy-side middle market mergers & acquisitions transactions.
  • analyzed acquisition opportunities and anti-trust issues for chip manufacturer within 700M buy-side mandate.
  • Selected transaction experience: $2.5 BN gas company Buy-side M&A.
  • Performed financial analysis and due diligence for potential buy-side M&A deals !

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15. Healthcare

average Demand
Here's how Healthcare is used in Investment Banking Analyst jobs:
  • Supported full-time analysts and associates in authoring marketing materials for sell-side engagements in the education, healthcare, and technology sectors
  • Identified healthcare companies for future business development; maintained and updated internal databases.
  • Transitioned from the engineering industry to join a boutique healthcare firm formed by two managing directors from Goldman Sachs.
  • Performed valuation analysis in the consumer retail, healthcare, and power industries.
  • Worked on sell-side advisory transactions in the healthcare industry.
  • Generated target lists of healthcare staffing and electronic medical records companies to recommend potential acquisitions o!
  • Analyzed, developed, and presented 17 in-depth healthcare market reports to assist with refinement of company professional expertise profile.
  • Evaluate different ETFs, stocks, options and potential investment opportunities, including healthcare, real estate, etc.
  • Worked closely with Asia head of Healthcare to evaluate healthcare investment opportunities on behalf of GS Direct.
  • Gathered information on particular healthcare bonds and created a database sorting these bonds according to Cusip.
  • Transcribed internal industry report on healthcare/healthcare informatics in 2010.
  • Conducted research on early-stage startups in various technology market segments including Healthcare IT, Cryptocurrencies, and Mobile

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16. Financial Advisor

average Demand
Here's how Financial Advisor is used in Investment Banking Analyst jobs:
  • Developed and presented new business proposals for underwriting and financial advisory services, including mergers & acquisitions and capital raises.
  • Worked closely with corporate finance team providing financial advisory services to high-growth tech companies.
  • Gained valuable experience in mergers, acquisitions, valuation, financial advisory and marketing to prospective clients.
  • Created financial advisory presentations for clients, bond rating agencies and investors.
  • Provided financial advisory services to middle-market companies in firm's technology & telecom practice.
  • Drafted responses to underwriter and financial advisor requests for proposals.
  • Sole financial advisor for Crestview Partners on $637 million leveraged buyout of Symbion Inc.

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17. Confidential Information Memorandum

average Demand
Here's how Confidential Information Memorandum is used in Investment Banking Analyst jobs:
  • Composed marketing materials and the confidential information memorandum for an engaged client selling a US-based specialty pulp mill.
  • Prepared a teaser and the confidential information memorandum for presentation to potential buyers.
  • Created Confidential Information Memorandum and obtained three indications of interest.
  • Drafted prospectuses and other public filings, confidential information memorandums, commitment committee memos, etc.
  • Created all marketing materials including: Organizational Packet, Invitation Letter, Confidential Information Memorandum, Lender Presentation and closing documentation
  • Experienced in making teasers, confidential information memorandums and building valuations models for both buy-side and sell-side transactions !
  • Utilized this knowledge to create a management presentation and draft a 40-page Confidential Information Memorandum for Noranco's potential buyers.
  • Drafted the Confidential Information Memorandum for prospective buyers o Potential investment in a global biopharmaceutical company !

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18. Pro Forma

average Demand
Here's how Pro Forma is used in Investment Banking Analyst jobs:
  • Performed comprehensive financial modeling, including discounted cash flow analysis, pro forma merger analysis, comparable company and transaction valuation.
  • Gained extensive experience in financial modeling including construction of standalone models, discounted cash flow valuation and pro forma analyses.
  • Constructed merger combination analyses to examine pro forma accretion /dilution impact.
  • Conducted Pro Forma Analysis for sale of a $16M turnkey IT systems integration company, emphasizing cost synergies.
  • Modeled the projected cash flows and credit profile of the pro forma companies.

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19. Private Placement

average Demand
Here's how Private Placement is used in Investment Banking Analyst jobs:
  • Created equity offering, discounted cash flow, private placement, accretion/dilution and acquisition purchase/pooling models.
  • Developed, analyzed and executed private placement financing strategies for high growth companies.
  • Participated in the private placement rankings survey conducted by Securities Data Company.
  • Conducted commercial due diligence on prospective private placement memorandums.
  • Drafted teaser and private placement roadshow marketing documents.
  • Drafted private placement memorandums and fairness opinions.
  • Finalized a Private Placement deal, assisted an IPO deal, and drafted a research report on sapphire substrate industry.
  • Involved in all facets (preparation of pitches, offering materials and investor contact) of the private placement process.
  • Helped assemble syndicate of investors for $10M private placement equity deal with a large e-commerce provider prior to IPO.
  • Provided strategic advisory to public and private clients on stock offerings, mergers & acquisitions, and private placements.
  • Worked on 2014 live M&A deals and 144A private placement offerings with focus in Real Estate.
  • Participated the deal for a $21 million private placement, and preformed DCF analysis for the company.
  • Produced information memorandums, strategic messaging for public offerings, buy-side, sell-side, and private placement deals.
  • Support the investment banking group in executing mergers, acquisitions, private placements and other transactions.
  • Support client transactions in mergers and acquisitions and private placement of growth capital.
  • Drafted parts of the Confidential Private Placement Memorandum and board presentations.
  • Executed M&A and private placement mandates for emerging-growth technology companies Received top ranking and led on-campus recruiting at ~10 universities
  • Performed analyses of corporate finance transactions including mergers and acquisitions, leveraged buyouts, public offerings, and private placements.
  • Selected transactions include: S.C. Johnson & Son, Inc.: $150 million senior secured debt private placement.
  • Developed presentations and selling materials, including offering memoranda, private placement memoranda and road show presentations.

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20. A Transactions

average Demand
Here's how A Transactions is used in Investment Banking Analyst jobs:
  • Worked directly with managing directors and a team of analysts in evaluating and executing potential M&A transactions.
  • Created positioning, valuation, and memorandum material in the execution of public/private offerings and M&A transactions.
  • Executed a wide range of transactions including M&A transactions, global offerings and worldwide road shows.
  • Assisted Senior Associates on potential M&A transactions in health care and technology in Latin America.
  • Execute M&A transactions and provide strategic advisory services for companies in the middle market.
  • Headed coordination of due diligence processes in M&A transactions and moderated the data room.
  • Worked on LBO and M&A transactions across several industries including oil & gas.
  • Provide support such as due diligence in the execution of M&A transactions.
  • Executed 5 M&A transactions totaling more than $500mm in consideration.
  • Contributed to the execution of corporate finance and M&A transactions.
  • Engaged in the pitching and execution of middle-market M&A transactions.
  • Priced M&A transactions and wrote mandates and contracts.
  • Conducted due diligence for potential M&A transactions.

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21. Capital Markets

average Demand
Here's how Capital Markets is used in Investment Banking Analyst jobs:
  • Developed information memorandum for debt capital markets issuance for a leading micro-finance lender totaling over $20 Million.
  • Produced materials to provide strategic advice on capital markets trends/conditions and innovative asset financing solutions.
  • Analyzed and prepared reports for Senior management on Capital Markets activity.
  • Lease Administration, Property Management, Capital Markets
  • Analyzed financial data and created credit summaries for review by management, internal credit committee, and external capital markets.
  • Coordinated efforts between Goldman's Consumer Retail Group, Leveraged Finance Group, and Debt Capital Markets Division.
  • Executed mergers and acquisitions and capital markets transactions for Fortune 500 companies.
  • Analyzed past M&A activity to build precedent transaction database for internal use Constructed offering memorandums for Capital Markets Committee
  • Reported directly to Chairman/CEO (Currently Vice Chairman of Deutsche Bank), responsible for capital markets activities and client coverage
  • Oversee monthly profit & loss and position reconciliation for CMBS capital markets desk which averages ~$50mn per month.
  • Participated in over $12 billion of capital markets transactions Organized and ran the 2011 UBS Global Life Sciences Conference
  • Assisted with call preparation and research and qualified prospects for credit and capital markets product opportunities.
  • Analyzed the impact of capital markets on the feasibility of financing alternatives and debt pricing !
  • Supported senior bankers in the asset securitization group of SunTrust Robinson Humphrey's debt capital markets platform.

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22. Capital Structure

average Demand
Here's how Capital Structure is used in Investment Banking Analyst jobs:
  • Provided sensitivity analysis on proposed plan of finance strategies including impact on capital structure, and debt capacity analysis.
  • Developed capital structure analysis, foreign exchange and interest rate risk analysis.
  • Proposed transaction and capital structure alternatives, reinforced by detailed financial analysis.
  • Prepared presentations for credit agencies based on districts' capital structure and debt capacity, gaining clients A credit ratings.
  • Participated in all aspects of M&A and capital structure advisory from initial pitch presentations to deal execution.
  • Projected Free Cash Flow, determined the capital structure and estimated the cost of debt.
  • Analyze current capital structure through the calculation of WACC and mark-to-market valuation.
  • Advised CFO/Treasury staff on capital structure and corporate finance decisions.
  • Developed extensive merger, capital structure, and valuation analyses.
  • Analyzed capital structures and cash flows.
  • Drafted internal credit memorandum analyzing leverage, pro-forma capital structure, and credit risks.
  • Developed pro forma valuations to evaluate various scenarios and sensitivities across M&A & capital structure changes.
  • Prepared research and analysis on clients capital structure debt capacity and credit profile.
  • quantify potential deal size, deal rating, and capital structure.

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23. Client Presentations

average Demand
Here's how Client Presentations is used in Investment Banking Analyst jobs:
  • Created client presentations using PowerPoint and Excel, developed quantitative models, and executed strategic Mergers & Acquisitions and market analysis
  • Performed extensive research and detailed analyses of private equity market, individual funds and portfolio companies for quarterly client presentations.
  • Performed financial analysis, developed financial forecasting and credit models, created comprehensive capital structure reports and client presentations.
  • Conducted detailed strategic and financial analyses, prepared and participated in client presentations.
  • Facilitated analysis of financial statements and preparation of client presentations for middle market deals ranging from $10- $250M.
  • Worked as a member of a team in the preparation of customized technical proposal responses and client presentations.
  • Supported live transactions and projects by assisting with valuations, client presentations and industry research
  • Assisted with execution of transactions, including meeting clients and preparing client presentations.
  • Created operating and technical process flow visuals for internal and client presentations.
  • Prepared valuation analyses, merger and LBO models, and client presentations.
  • Prepared financial models, client presentations and managed due diligence processes.
  • Prepared financial documents, marketing materials, and client presentations.
  • Organized and tracked project management deal execution timeline; business plan editing/writing; prepared client presentations/pitch books, delivered feedback.
  • Created investor and client presentations, teasers, and CIMs for various equity, debt, and M&A transactions.
  • Drafted client pitch books and 2+ memoranda used in client presentations.
  • Executed analytical client presentations on global financial markets outlook.

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24. Real Estate

average Demand
Here's how Real Estate is used in Investment Banking Analyst jobs:
  • Conducted research on real estate market conditions and investment opportunities for pitch book presentations
  • Executed financial modeling and prepared pitch books for companies in the TMT and Real Estate industries for Mexico and Latin America.
  • Created numerous road show and pitch book presentations for a variety of prospective deals encompassing all sectors of real estate ownership.
  • Selected for 12 week assignment to assist the Real Estate Finance team with debt restructuring, portfolio management and strategy.
  • Originated conduit mortgage loans for over $200 million of small loan real estate mortgages encompassing all asset types.
  • Handpicked as lead analyst on a $625M commercial real estate sale-side assignment.
  • Created company profiles & industry research covering various real estate sectors.
  • Screened and financially modeled thousands of real estate properties.
  • Developed in-depth macro understanding of the Real Estate sector.
  • Produced industry research, valuation analysis and marketing materials for real estate sell-side transactions up to $500 million in size.
  • Appraised values for real estate assets and operating companies to report to investors !

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25. Strategic Alternatives

average Demand
Here's how Strategic Alternatives is used in Investment Banking Analyst jobs:
  • Prepared client pitch book and presenting strategic alternatives to managing director.
  • Advised Consumer & Retail companies on strategic alternatives and financing.
  • Analyzed M&A and strategic alternatives for financial services companies
  • Analyzed structural defenses and strategic alternatives in light of potential hostile takeover of semiconductor firm.
  • Associate on deal teams providing strategic alternatives and financing to clients in the maritime and energy sectors.
  • Completed an extensive valuation and strategic alternatives analysis for a Southern California based multifamily real estate firm with over 8,000 apartments.

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26. Ebitda

average Demand
Here's how Ebitda is used in Investment Banking Analyst jobs:
  • Completed valuation resulting in $166mm enterprise value (EV) with a terminal value based on an 8.0x EBITDA multiple.
  • Represented Dakota Arms, LLC in successful acquisition by Cerberus at 8x EBITDA.
  • Developed an indicative valuation range based on comps' EV/EBITDA and EV/revenue multiples.
  • Compiled/analyzed comparables for the acquisition of NYLON, using EV/EBITDA & P/E ratios, circulation/website traffic.
  • Worked closely with management to find best candidates based on revenue growth and EBITDA margins.
  • Valued entity at between [ ] - [ ] based on 11.0x - 13.0x EBITDA multiples.

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27. Capital Raising

average Demand
Here's how Capital Raising is used in Investment Banking Analyst jobs:
  • Generated ideas and identified capital raising and liability management opportunities for Fortune 500 companies.
  • Conducted company and industry research for potential capital raising/investment/M&A transaction opportunities.
  • Identified market trends and opportunities for renewable energy client to facilitate capital raising.
  • Provided capital raising, financial and strategic advisory services to major corporations.
  • Modeled analyses of mergers, acquisitions, divestitures and capital raising transactions.
  • Worked on a variety of capital raising, merger and acquisition and strategic advisory assignments for clients in the industrial sector.
  • Advised technology and growth clients on M&A and capital raising transactions Selected Transaction Experience:.
  • Prepared buy-side, sell-side and capital raising presentations for companies in the paper and packaging sector.
  • Create client-facing content for purpose of selling M&A and capital raising services to global firms
  • Performed valuation analysis, met with clients to discuss capital raising and merger and acquisition opportunities.
  • Participated in all aspects of M&A, restructuring, and capital raising assignments.
  • Advised public and private real estate companies on M&A and capital raising transactions.
  • Drafted offering memoranda used in capital raising processes.
  • Provided optimal capital raising strategies to multi-sector clients, including utilities, telecom, and technology.

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28. Company Valuation

average Demand
Here's how Company Valuation is used in Investment Banking Analyst jobs:
  • Prepared capital market analysis utilized to determine factors affecting company valuations in the consumer retail space.
  • Performed company valuations through discounted cash flow modeling, comparable company and transaction analysis.
  • Performed public and private company valuations.
  • Conducted company valuation, presented company snapshots to senior bankers, and prepared pitch books.
  • Conduct company valuations and Work directly with management through all phases of the transaction.
  • Learned company valuation techniques and financial modeling skills Managed pitch book creation process
  • Conducted research on Capital IQ for company valuations, comparables, previous transactions, and industry analysis.

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29. Investment Bank

average Demand
Here's how Investment Bank is used in Investment Banking Analyst jobs:
  • Enhance the Corporate and Investment Banking client communication whereby utilizing various electronic printing and publishing composition technologies on multiple system platforms.
  • Top-ranked investment banking analyst with experience in mergers & acquisitions, financing transactions and risk management.
  • Managed monthly Microsoft Hot Fix updates including testing all critical applications and implementation within Investment Banking.
  • Calculate financial valuations and engage potential investment bank's management for growth capital.
  • Supported the Dallas-based coverage team in providing advisory services on all investment banking products
  • Provided comprehensive range of investment banking services to power companies and financial sponsors
  • Completed two-month investment banking training, including accounting and financial modeling.
  • Analyzed acquisition and recapitalization targets for a middle-market investment bank.
  • Represented numerous transactions at middle-market investment bank.
  • Participated in formal investment banking training program.
  • Supported technology investment banking team.
  • Partnered with an investment bank in Asia, identifying a strategic Turkish partner for a Foreign Trade Company operating in China.
  • Worked on each stage of an M&A engagement from Kick-Off to Closing at this boutique FIG investment banking firm.
  • Worked directly with senior management to source, evaluate and execute transactions for boutique firm led by former bulge bracket investment bankers
  • Clear Capital is an investment bank focused on lower middle market M&A, capital raising, and strategic advisory.
  • Provided 1st and 2nd level Applications Support for Investment Banking Department of over 1,800 users on an NT 4.0 platform.
  • Conduct employee training on compliance related topics, policies, and procedures to bankers of all levels throughout investment banking.
  • Studied the intricacies of the investment banking and financial services industries and created presentations and pitch books for business development.
  • Provided investment banking advisory and capital markets services to companies in the infrastructure, midstream and downstream sectors.
  • Managed Application Change Management(ACM) process for Investment Banking division globally following proper Change Management procedures.

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30. Bloomberg

low Demand
Here's how Bloomberg is used in Investment Banking Analyst jobs:
  • Support technician for exterior Market Data Applications: BLOOMBERG, REUTERS Plus, and FactSet.
  • Completed extensive training program composed of Corporate Finance, Accounting, Microsoft Excel, FACTSET, and Bloomberg preparation courses.
  • Created and maintained robust databases for the new-issue and utility debt markets, using automated VBA processes and Bloomberg API.
  • Performed company, industry, market and product research and due diligence using Capital IQ and Bloomberg.
  • Confirmed trades for by matching trade sheets to each confirmation received via Bloomberg.
  • Retrieved shareholder information, stock information, and press releases using Bloomberg terminals.
  • Utilized Bloomberg and Thomson Research when acquiring data.
  • Finance -KDB+, Q, SQL, FACTSET, SNL, Bloomberg, DataStream.
  • Work directly with senior research staff to assess company fundamentals and prepare information memoranda while using Bloomberg extensively for secondary research.

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31. Market Research

low Demand
Here's how Market Research is used in Investment Banking Analyst jobs:
  • Prepared market research which included absorption surveys and occupancy studies.
  • Conducted M&A market research, and drafted M&A Monitor research paper.
  • Delivered market research to complete $10M+ acquisition of Wolverine Anesthesia Consultants to TeamHealth.
  • Conducted due diligence including industry and market research.
  • Perform market research analyzing capital market activity across different technology sectors to include in company publications
  • Issued financial analysis and market research memoranda and reporting for internal committee approval.
  • Performed extensive market research and deal sourcing, with focus on BigData Analytics and Enterprise Content Management.
  • Performed company and market research in the Financial, Telecom, Media, Consumer and Auto industries.
  • Drafted selling memoranda, create buyer/target lists, conduct due diligence and market research.
  • Performed market research, maintaining deal related comparables and capital market metrics.

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32. Data Room

low Demand
Here's how Data Room is used in Investment Banking Analyst jobs:
  • Drafted descriptive memorandum, prepared management presentation, assembled data room materials and created potential buyers list.
  • Managed data room and diligence requests to achieve a 30-day confirmatory diligence period.
  • Prepared investor list using Capital IQ and PitchBook; and investor data room.
  • Set up and operated data rooms for sell-side assignments.
  • Created Executive Summary marketing document and Data Room Handout presentation !

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33. Presentation Materials

low Demand
Here's how Presentation Materials is used in Investment Banking Analyst jobs:
  • Completed store-build operating model and prepared CIM, rating agency and lender presentation materials while working on Fairway
  • Developed presentation materials for FinTech firm looking to raise capital.
  • Developed presentation materials to aid in retaining and attracting clients.
  • Constructed presentation materials such as Bond Sale Summary books, Financing Alternative books, and Preparation of Tax Rate Impact schedules.
  • Prepared presentation materials that critiqued a company's strategy and compared its performance to those of peers within its sector.
  • Created presentation materials for clients providing a wide understanding of important factors in precious and base metal sectors.
  • Advised $1.3bn public hotel REIT in potential management buyout; built MBO model and drafted presentation materials !

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34. Public Offering

low Demand
Here's how Public Offering is used in Investment Banking Analyst jobs:
  • Served as analyst on Visa's $19.7 billion IPO team, performed valuations for initial public offering
  • Assisted in a group preparing Initial Public Offering Disclosure for a property management company.
  • Assisted in the creation of presentation materials for a client meeting on the merits and risks of an initial public offering !
  • Helped draft prospectuses for IPOs and other public offerings.
  • Updated and tracked the performance of both initial public offerings and add-on financings executed by Merrill Lynch and its competitors.
  • Created sales memos totaling more than 10 initial public offerings and add-on financings for Merrill Lynch's Institutional Sales team.

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35. Capital IQ

low Demand
Here's how Capital IQ is used in Investment Banking Analyst jobs:
  • Perform financial analysis on potential target acquisitions, manipulate data on Capital IQ.
  • Researched and assembled list of 40+ acquisition targets for a software solutions company utilizing Capital IQ, and industry reports.
  • Performed in-depth research of companies and their respective industries via Thomson Reuters, Internet & Capital IQ.
  • Screen and target potential institutional investors/buyers by using Capital IQ and Axial to market transactions.
  • Utilized Capital IQ to build strategic buyer and seller databases for prospective clients.
  • Proposed and developed strategic alternative pitches for clients in Financial Industries while utilizing Capital IQ, Factset, SNL and company filings
  • Researched Capital IQ for public company comparables in order to determine appropriate investors and targets.
  • Utilized Capital IQ to identify public and private comparables.

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36. Potential Investors

low Demand
Here's how Potential Investors is used in Investment Banking Analyst jobs:
  • Assisted team members in preparing a confidential information memorandum and drafting an investment teaser for potential investors.
  • Performed in-depth investor analyses to evaluate shareholder behavior and to target potential investors when issuing equity.
  • Identified potential investors and formulated pitch deck and other marketing materials.
  • Tailored marketing materials and completed due diligence questionnaires for potential investors.
  • Develop relationships with potential investors in new and existing markets.
  • Identified potential investors and presented the investment opportunity.
  • Researched potential investors and organized our investor database.
  • Managed accounting and financial due diligence with potential investors, working closely with Management to develop analyses in response to requests.
  • Coordinated financial and legal due diligence processes in collaboration with client management, legal teams and potential investors.
  • Integrated data and screened a list of over 1200 records to build master list of potential investors.
  • Prepare financial reports, business plans, pitch and presentation materials to potential investors.
  • Create in-depth credit packages for clients to present as offering materials to potential investors.
  • Participated in client meetings with direct engagement with executives, Private Equity advisors, and other potential investors.
  • Worked with management team to develop presentation for potential investors and pre-empt due diligence requests.

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37. Fairness Opinion

low Demand
Here's how Fairness Opinion is used in Investment Banking Analyst jobs:
  • Prepared Board presentations, drafted fairness opinion, and confidential offering memorandum.
  • Authored the fairness opinion, Board and investor presentations associated with the acquisition.
  • Prepared board, management, investor, and fairness opinion committee presentations.
  • Supported senior bankers drafting fairness opinion for merger.
  • Drafted the board presentation used for the issuance of the fairness opinion as well as facilitating extensive investor outreach.
  • Cap: $800M) San Cristobal mines valued at $600 million; participated in providing fairness opinion.

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38. Transaction Comparables

low Demand
Here's how Transaction Comparables is used in Investment Banking Analyst jobs:
  • Worked directly with managing directors on active, project-related tasks ranging from researching industry trends to finding applicable transaction comparables.
  • Prepared client presentation slides, including trading multiples, trade & transaction comparables, and organizational charts.
  • Performed valuation analyses using various methodologies including discounted cash flow, leveraged buyout, trading comparables, and transaction comparables.

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39. Client Meetings

low Demand
Here's how Client Meetings is used in Investment Banking Analyst jobs:
  • Prepared presentations to management, participated in client meetings, created database to identify targeted buyer lists.
  • Prepared investment proposals for client meetings based on prospective client profiles
  • Frequent travels to mainland China for client meetings, site visits and deal marketing.
  • Traveled to industry conferences with the bank and attended client meetings.
  • Put together pitch and sales presentations and participated in client meetings
  • Prepared pitch books and presentations for client meetings.
  • Participate in client meetings, key executives, third party advisors and senior bankers.
  • Presented valuation findings to both Lazard's senior bankers and client's management team during client meetings.

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40. Financial Institutions

low Demand
Here's how Financial Institutions is used in Investment Banking Analyst jobs:
  • Researched, interpreted, and summarized financial information for over 500 financial institutions.
  • Evaluated impact against the competitiveness of U.S. financial institutions.
  • Organized calls with senior management of financial institutions on issues such as asset quality and lending process.
  • Worked as analyst in Financial Institutions Group.
  • Developed and marketed asset securitization strategies to financial institutions.
  • Assisted with the bimonthly procedure of organizing foreign exchange exposures of large financial institutions for analysis and commentary.

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41. Balance Sheet

low Demand
Here's how Balance Sheet is used in Investment Banking Analyst jobs:
  • Advised a $2 billion REIT in a recapitalization of its balance sheet and in evaluating financing alternatives for select assets.
  • Compiled financial data on the pitching target - 10K, 10Q, audited financial statement, balance sheets.
  • Design balance sheet hedging strategies to reduce interest rate risk and assess hedge effectiveness on a quarterly basis.
  • Performed balance sheet and P&L analysis across: EMEA & North America Foreign Exchange.
  • Leveraged industry and market analysis into income statement, cash flow statement and balance sheet projections.
  • Prepared and reviewed Balance Sheet schedules and Financial Package for Management.
  • Researched the broker dealer balance sheet that helped determine cash capital and long term debt requirements for the firm.

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42. Financial Sponsors

low Demand
Here's how Financial Sponsors is used in Investment Banking Analyst jobs:
  • Conducted industry research on competitors and identified and assessed potential strategic buyers and financial sponsors.
  • Summer analyst in financial sponsors and leveraged finance group.
  • Advised E&P Company CDX on $1.2 BN sale to a consortium of financial sponsors led by TCW.
  • Analyzed large, event-related financings for corporate clients and financial sponsors.
  • Worked closely with senior management to develop extensive marketing materials for auction, targeting both strategic buyers and financial sponsors.
  • Assisted in organizing annual growth conference for technology and industrial company managements, financial sponsors and institutional investors.

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43. Powerpoint

low Demand
Here's how Powerpoint is used in Investment Banking Analyst jobs:
  • Organized large interdepartmental meetings, arranged facilities resource, prepared agendas, drafted PowerPoint presentations and prepared meeting minutes for circulation.
  • Developed technical and progress reports, financial charts and PowerPoint presentations.
  • Generated over 100 PowerPoint sales presentations.
  • Designed all Company marketing materials including PowerPoint presentations, transaction summaries, memorandums, new deal snapshots, and website materials.
  • Created a CIM for potential buyers using PowerPoint and Excel data.
  • Prepared PowerPoint presentations, marketing, and other pitch materials.
  • Advanced MS Excel, MS PowerPoint, and Capital IQ skillset in all aspects of transaction.
  • Create monthly powerpoint presentation on month-end figures and project status.

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44. New Clients

low Demand
Here's how New Clients is used in Investment Banking Analyst jobs:
  • Performed in-depth statistical analyses of Merrill Lynch's new issue business to identify future strategic ideas and target new clients.
  • Draft reports on different power markets and perform database management of new clients and renewable energy developers
  • Researched financial status and investment objectives of major U.S. family foundations to identify potential new clients.
  • Initiated new business opportunities through identifying, analyzing and contacting potential new clients.
  • Identified new clients and maintained relationships with bi-weekly presentations.
  • Key contributor to one of the top lead generation teams responsible for increasing year-over-year new clients by 38%.

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45. IRR

low Demand
Here's how IRR is used in Investment Banking Analyst jobs:
  • Serve as a point of contact for employees to communicate with management, seek clarification on issues and report irregularities.
  • Model: linked operational expenses to inflation, added a toggle for FX rate and an IRR calculation.
  • Presented IRR and cash-on-cash return analysis to financial sponsor.
  • Performed M&A, NPV and IRR analyses for various Fortune 500 clients.
  • Prepared operational/financial model with various restructuring scenarios for negotiations to determine IRR and recovery claim on debt exchange offer
  • Base case returns analysis yielded 26.73% IRR based on an 8x EBITDA purchase multiple !

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46. Financial Projections

low Demand
Here's how Financial Projections is used in Investment Banking Analyst jobs:
  • Worked with senior management of client companies to refine financial projections, develop strategic plans, and prepare board presentations.
  • Worked with management to construct viable financial projections, and create presentations for credit rating agency and bank lender meetings.
  • Build financial projections, analyze industry data, and maintain an intra-company database using Excel.

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47. Target Companies

low Demand
Here's how Target Companies is used in Investment Banking Analyst jobs:
  • Utilized different models to do evaluation and made recommendations for target companies.
  • Assisted with $122M acquisition by $171M consumer goods company; researched 11 upstream and downstream target companies.
  • Researched target companies; evaluated potential buyers and sellers, business synergies and transaction values.
  • Updated valuation database from multiple sources including 10Q/10K filings of potential target companies.
  • OAssisted on identifying potential target companies through in-depth research across various industry sectors.
  • Assisted in the decision-making process of wealth management department's financial banking by visualizing target companies' financial history with Excel.

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48. Strategic Buyers

low Demand
Here's how Strategic Buyers is used in Investment Banking Analyst jobs:
  • Prepared overview of potential strategic buyers to illustrate alternative exits from the investment
  • Research and identify financial and strategic buyers and manage due diligence process.
  • Identified and targeted strategic buyers.
  • Drafted documents highlighting potential synergies on a case-by-case basis to specific strategic buyers as well as financial buyers with platform companies.
  • Negotiated purchase agreements and terms sheets with financial and strategic buyers and lenders.
  • Market software, semiconductor and networking companies to Strategic Buyers, VCs and PE Firms.

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49. Financial Performance

low Demand
Here's how Financial Performance is used in Investment Banking Analyst jobs:
  • Analyzed products, markets, strategies, and financial performance of potential acquirers in sell-side acquisition engagements.
  • Perform general fund-level and client account-level analysis on an ongoing basis to deliver superior financial performance and timely client service.
  • Analyzed financial performance of individual companies under coverage and the impact of significant corporate and communications industry events.
  • Elaborated financial performance models and projections, developed peer comparisons, and conducted industry and business analyses
  • Analyzed financial performance of stressed customers using variance analysis, trend analysis, and other financial analysis tools.
  • Researched and analyzed company's business, financial performance and industry environment.

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50. Private Companies

low Demand
Here's how Private Companies is used in Investment Banking Analyst jobs:
  • Valued public and private companies using industry-specific transactions and comparable company analyses.
  • Performed valuation analysis on public/private companies, including comparable company, precedent transaction, DCF, etc.
  • Created financial valuation models of both public and private companies.
  • Gained transactional experience representing public/private companies, private equity firms, hedge funds and activist investors.
  • Build a database of target private companies by obtaining data from FactSet and organizing results in Excel.
  • Executed sales of public & private companies, IPO's, secondary equity offerings, and private debt placements.

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20 Most Common Skill for an Investment Banking Analyst

Financial Models23%
Equity9.4%
Due Diligence9.2%
Precedent Transaction Analysis5.2%
DCF5.1%
Comparable Company Analysis4.9%
Pitch Books4.8%
Sell-Side M4.5%

Typical Skill-Sets Required For An Investment Banking Analyst

RankSkillPercentage of ResumesPercentage
1
1
Financial Models
Financial Models
17.9%
17.9%
2
2
Equity
Equity
7.3%
7.3%
3
3
Due Diligence
Due Diligence
7.1%
7.1%
4
4
Precedent Transaction Analysis
Precedent Transaction Analysis
4.1%
4.1%
5
5
DCF
DCF
3.9%
3.9%
6
6
Comparable Company Analysis
Comparable Company Analysis
3.8%
3.8%
7
7
Pitch Books
Pitch Books
3.7%
3.7%
8
8
Sell-Side M
Sell-Side M
3.5%
3.5%
9
9
Financial Statements
Financial Statements
3%
3%
10
10
LBO
LBO
3%
3%
11
11
IPO
IPO
2.8%
2.8%
12
12
Management Presentations
Management Presentations
2.7%
2.7%
13
13
Merger Model
Merger Model
2.5%
2.5%
14
14
Buy-Side M
Buy-Side M
2.3%
2.3%
15
15
Healthcare
Healthcare
2%
2%
16
16
Financial Advisor
Financial Advisor
1.8%
1.8%
17
17
Confidential Information Memorandum
Confidential Information Memorandum
1.7%
1.7%
18
18
Pro Forma
Pro Forma
1.6%
1.6%
19
19
Private Placement
Private Placement
1.4%
1.4%
20
20
A Transactions
A Transactions
1.4%
1.4%
21
21
Capital Markets
Capital Markets
1.4%
1.4%
22
22
Capital Structure
Capital Structure
1.4%
1.4%
23
23
Client Presentations
Client Presentations
1.2%
1.2%
24
24
Real Estate
Real Estate
1.2%
1.2%
25
25
Strategic Alternatives
Strategic Alternatives
1.1%
1.1%
26
26
Ebitda
Ebitda
1%
1%
27
27
Capital Raising
Capital Raising
1%
1%
28
28
Company Valuation
Company Valuation
0.9%
0.9%
29
29
Investment Bank
Investment Bank
0.9%
0.9%
30
30
Bloomberg
Bloomberg
0.8%
0.8%
31
31
Market Research
Market Research
0.8%
0.8%
32
32
Data Room
Data Room
0.8%
0.8%
33
33
Presentation Materials
Presentation Materials
0.8%
0.8%
34
34
Public Offering
Public Offering
0.7%
0.7%
35
35
Capital IQ
Capital IQ
0.7%
0.7%
36
36
Potential Investors
Potential Investors
0.6%
0.6%
37
37
Fairness Opinion
Fairness Opinion
0.6%
0.6%
38
38
Transaction Comparables
Transaction Comparables
0.6%
0.6%
39
39
Client Meetings
Client Meetings
0.6%
0.6%
40
40
Financial Institutions
Financial Institutions
0.6%
0.6%
41
41
Balance Sheet
Balance Sheet
0.5%
0.5%
42
42
Financial Sponsors
Financial Sponsors
0.5%
0.5%
43
43
Powerpoint
Powerpoint
0.5%
0.5%
44
44
New Clients
New Clients
0.5%
0.5%
45
45
IRR
IRR
0.5%
0.5%
46
46
Financial Projections
Financial Projections
0.4%
0.4%
47
47
Target Companies
Target Companies
0.4%
0.4%
48
48
Strategic Buyers
Strategic Buyers
0.4%
0.4%
49
49
Financial Performance
Financial Performance
0.4%
0.4%
50
50
Private Companies
Private Companies
0.4%
0.4%

12,745 Investment Banking Analyst Jobs

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