About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

You will join a Confidential Client as an Investment Banking Analyst I on an industry-focused team, supporting transaction execution and client advisory work. This is a hands-on role that emphasizes financial modeling, valuation, and M&A support.

• Develop and maintain financial models to evaluate debt and equity financing alternatives.
• Perform valuation analyses, including comparable company analysis and discounted cash flow (DCF) models.
• Support equity offerings, private placements, mergers & acquisitions, and other capital markets work.
• Research and synthesize industry and company data; prepare written analyses and presentation materials.
• Draft and maintain deal documentation and internal files for active and prospective transactions.
• Work with senior bankers to prepare client presentations and pitch materials.
• Track market and industry news to inform deal strategy and client conversations.
• Assist with onboarding and mentoring new analysts and interns as needed.
• Maintain group databases and support ad-hoc projects and requests.

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Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related discipline required.
• Internship or prior experience in investment banking, corporate finance, or related area is preferred.
• Strong financial modeling and Excel skills; familiarity with valuation methodologies (DCF, comps, precedent transactions).
• Solid written and verbal communication skills; ability to prepare client-facing materials.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Ability to manage multiple priorities in a fast-paced environment and meet tight deadlines.
• Demonstrated professionalism, high ethical standards, and commitment to regulatory compliance.
• Proficiency with Microsoft Office and common financial databases is expected.
• Eligible applicants must be legally authorized to work in the U.S. and not require visa sponsorship now or in the future (including beyond OPT/EAD).

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Requirements & Certifications

• Willingness to obtain required securities credentials within employer timeframes (examples historically required for similar roles):
  • Securities Industry Essentials (SIE)
  • Series 63
  • Series 79
  • Series 7

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Location & Employment Type

• Location: Boston, MA (on-site or as specified by the Confidential Client)
• Employment type: Full-time

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Why Join

• Hands-on exposure to live transactions across M&A, capital markets, and valuation.
• Structured learning and mentorship programs to accelerate development.
• Opportunity to work on visible, high-impact deals and build technical and client skills.
• Collaborative team environment that values diverse perspectives.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.