Investment Banking Analyst (Boutique Tech-Focused Firm – Charlotte, NC)

About the Firm:

Our client is a fast-growing boutique investment bank based in Charlotte, NC, specializing in advisory services for founder-led tech and tech-enabled services companies. Founded by seasoned bankers, the firm is known for its high-touch, transparent approach and has already achieved strong traction in its early stages. With a clear pipeline for 2025, they are now expanding their team and seeking an Investment Banking Analyst to support their growth.

Role Overview:

As the first hire, you’ll work directly with the firm’s founders, gaining unparalleled exposure to end-to-end deal execution and business development. This is a rare opportunity to grow in a collaborative, entrepreneurial environment with significant responsibility from day one.

Key Responsibilities:

✔ Financial Modeling & Valuation: Build and maintain models, including DCFs, LBOs, and precedent comparables.

✔ Market Research: Conduct deep industry analysis and extract actionable insights.

✔ Deal Execution: Assist in creating pitch decks, teasers, CIMs, and managing due diligence.

✔ Client Engagement: Interact directly with management teams and investors, refining communication skills.

Ideal Candidate Profile:

✅ 1+ years of experience in investment banking, private equity, consulting, or a related field.

✅ Advanced Excel & PowerPoint skills; strong grasp of financial statements and valuation.

✅ Exceptional attention to detail, analytical thinking, and ability to manage multiple projects.

✅ Strong communication skills (written and verbal) and a proactive, self-starter attitude.

✅ Based in (or willing to relocate to) Charlotte, NC – hybrid flexibility offered.

Why Apply?

🔹 Direct mentorship from experienced founders.

🔹 Hands-on deal exposure across the full transaction lifecycle.

🔹 Startup culture with high autonomy and growth potential.

If you’re a motivated analyst looking to accelerate your career in a high-growth boutique, apply now!