Investment Banking Analyst, Diversified Industrials
Overview
Own analysis and client deliverables for the Diversified Industrials Group at D.A. Davidson in Boston. You will work with senior bankers on M&A, IPOs, private placements, and advisory projects at a leading full‑service investment bank. The role blends financial modeling, research, and client interaction to support live transactions. This position exposes you to cross‑functional deal teams and high‑impact strategic work.
What You'll Do6
- 1Build financial models to analyze client projects and transactions
- 2Collaborate with industry teams from analysts to managing directors on deal work
- 3Prepare research, pitch books, memorandums, presentations, and client materials
- 4Support senior bankers on business development activities and client meetings
- 5Attend client meetings and contribute to discussions on transactional and technical issues
- 6Participate in live deals including M&A, IPOs, and advisory engagements
Requirements10
- 11-3 years of experience in investment banking or related fields such as accounting, consulting, or corporate finance
- 2Bachelor’s degree with a minimum 3.5 GPA
- 3Working knowledge of Word, Excel, and PowerPoint
- 4Financial modeling and macroeconomic understanding
- 5Excellent verbal and written communications skills
- 6Self‑motivated with a strong work ethic and teamwork
- 7Ability to handle confidential information with discretion
- 8Willingness to work long hours, nights, and weekends as needed
- 9Securities Industry Essentials (SIE), Series 79, and 63 licenses preferred but not required
- 10If missing licenses, willingness to obtain them upon hiring
Salary Insight
$95 - $115k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Olsen Palmer LLC
VerifiedInvestment Banking Analyst, Financial Institutions M&A
You will execute M&A transactions for financial institutions, working directly with senior partners from day one. You will own the financial models, client presentations, and deal documents for live engagements at Olsen Palmer, a nationally recognized boutique bank. Your work spans S&P Global research, pro forma merger analysis, and direct client interaction. This role accelerates your path to senior banker, with mentorship from partners who built the firm.
M&T Bank
VerifiedInvestment Banking Analyst, Debt Capital Markets
You will own execution support for Debt Capital Markets mandates at M&T Bank, preparing deal materials and tracking transactions from origination to close. Working with Associates and Senior Associates, you will build financial models, draft term sheets, and manage internal communication across the deal lifecycle. You will partner with the Investment Bank Middle Office, Risk, and Operations teams to ensure seamless execution. This role offers direct exposure to live transactions and the opportunity to drive recruiting for future analyst classes. The expectation is to master credit and lending knowledge while progressing your valuation skills in a fast-paced environment.

Mercor
VerifiedInvestment Banking Expert | $90-$100/hr Remote
This remote consulting role invites seasoned investment bankers to help train AI systems that will operate in Fortune 500 deal environments. You'll be building evaluation tasks, reference answers, and scoring rubrics that reflect the judgment and precision of senior M&A and capital markets professionals. The work centers on billion-dollar transactions, complex stakeholder dynamics, and the rigorous regulatory and diligence processes that shape real deals. It's a chance to translate your hands-on experience into structured insights that improve enterprise AI performance.
US.020 Houlihan Lokey Financial Advisors, Inc.
VerifiedInvestment Banking Associate | Business Services
Houlihan Lokey is a top global investment bank delivering strategic financial advice. This associate will own financial modeling and client relationship activities at scale. The role drives revenue growth while collaborating across deal teams.
Citizens Financial Group
VerifiedInvestment Banking Analyst 2027, M&A or Leveraged Capital Markets
You will join Citizens Capital Markets & Advisory as a 2027 Investment Banking Analyst in Charlotte, NC, executing middle-market M&A and capital markets transactions across industry coverage and product groups. Working alongside junior and senior professionals, you will prepare financial models, pitch materials, and transaction documents from day one. The program places analysts into specific teams, with Charlotte opportunities in Industry Coverage across Aerospace, Defense & Government Svcs, Industrial Equipment & Distribution, Commercial & Residential Svcs, Financial Institutions, and Communications, plus Mergers & Acquisitions in Consumer, Franchise & Restaurant. You will collaborate across Leveraged Capital Markets, M&A, and Equity Capital Markets to support live deals and business origination. This role suits a recent graduate with strong analytical ability, leadership, and a drive to own responsibilities in a dynamic banking environment.
NERISA RESEARCH USA CORP
VerifiedInvestment Analyst - NERISA RESEARCH USA CORP
Lead development of investment theses for public U.S. companies while collaborating with a newly built team in Boston. This role supports growth from inception with a focus on long-term value and special situations. Candidates should bring curiosity and collaboration.