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!