Investment Banking
- Submitted by: amber2
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- Category: Other
- Date Submitted: 04/09/2015 12:06 PM
- Pages: 2
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What does an Investment Banking Analyst do?
An Analyst is the most junior member of the team & is responsible for providing support to their team of Investment Bankers & Associates – below are the main aspects of this role:
Financial Analysis
• One of the more technical and demanding aspects of the job. Using excel models the analyst will help his/ her Investment Bankers assess a transaction or strategy for a client. Comparable Companies Analysis ● Leveraged Buyout Models ● Comparable Transactions Analysis ● Merger / Acquisition Models ● Valuation Analysis ● DCF (Discounted Cash Flow) • Analysts will perform detailed research and due diligence on the industry they cover to prepare the background to a pitch for business. • They will also perform extensive research on the company they are pitching to: Including gathering a wealth of financial data – 10K, 10Q, audited financial statements, balance sheets. • When business is slow analysts might be called on to run research & screens on companies or sectors to help identify opportunities for deals & transactions. • Pitch books are marketing tools used to secure deals with potential clients. They are mostly compiled using PowerPoint. They contain in-depth analysis of investment considerations and the recommendation for the client which aligns with their strategic goals. • Books typically contain S.W.O.T analysis (Strengths, Weaknesses, Opportunities, Threats). Comps (Comparable Company Analysis) looking at industry specific details, trends, macro and micro economic and company specific analysis. • Also included is information on the Investment Bank team pitching to win the deal – Profiles of the Investment Bankers, prior success & performance on deals (i.e. reasons why they should be hired for the deal!) • Other responsibilities might include attending meetings with clients to discuss a particular deal or strategy, traveling on Roadshows with clients to meet with Institutional Investors around the U.S. or...
An Analyst is the most junior member of the team & is responsible for providing support to their team of Investment Bankers & Associates – below are the main aspects of this role:
Financial Analysis
• One of the more technical and demanding aspects of the job. Using excel models the analyst will help his/ her Investment Bankers assess a transaction or strategy for a client. Comparable Companies Analysis ● Leveraged Buyout Models ● Comparable Transactions Analysis ● Merger / Acquisition Models ● Valuation Analysis ● DCF (Discounted Cash Flow) • Analysts will perform detailed research and due diligence on the industry they cover to prepare the background to a pitch for business. • They will also perform extensive research on the company they are pitching to: Including gathering a wealth of financial data – 10K, 10Q, audited financial statements, balance sheets. • When business is slow analysts might be called on to run research & screens on companies or sectors to help identify opportunities for deals & transactions. • Pitch books are marketing tools used to secure deals with potential clients. They are mostly compiled using PowerPoint. They contain in-depth analysis of investment considerations and the recommendation for the client which aligns with their strategic goals. • Books typically contain S.W.O.T analysis (Strengths, Weaknesses, Opportunities, Threats). Comps (Comparable Company Analysis) looking at industry specific details, trends, macro and micro economic and company specific analysis. • Also included is information on the Investment Bank team pitching to win the deal – Profiles of the Investment Bankers, prior success & performance on deals (i.e. reasons why they should be hired for the deal!) • Other responsibilities might include attending meetings with clients to discuss a particular deal or strategy, traveling on Roadshows with clients to meet with Institutional Investors around the U.S. or...