Investment Banking Analyst, Financial Institutions M&A
Overview
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.
What You'll Do7
- 1Build pro forma merger models to evaluate deal accretion and dilution.
- 2Prepare financial and valuation analyses using S&P Global and other data sources.
- 3Create client presentations and pitch materials for M&A transactions.
- 4Draft offering memorandums and other deal documents for live engagements.
- 5Support client relationships by attending meetings and interacting directly with clients at key stages.
- 6Research deal-specific and business development matters, including market and economic data.
- 7Train and mentor analysts and interns on modeling and transaction processes.
Requirements8
- 10-2+ years in investment banking, particularly financial institutions M&A, or comparable buy-side M&A.
- 2Fluency with financial institutions and depository financial statements.
- 3Proficient with S&P Global and Excel modeling.
- 4Strong undergraduate academic credentials from a top-tier school, preferred majors in Finance, Accounting, or Economics.
- 5Exceptional quantitative skills and attention to detail.
- 6Excellent verbal and written communication skills.
- 7Ability to multi-task and thrive in a small-team setting.
- 8SIE Exam and Series 79 and 63 certifications strongly preferred.
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
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.
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.
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.
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.
Union Square Advisors
VerifiedInvestment Banking Associate 2026
Join Union Square Advisors as an Investment Banking Associate to lead quantitative analysis for corporate clients. This role focuses on executing deals and supporting senior bankers across M&A transactions. You will manage day-to-day operations and collaborate with cross-functional teams to deliver high-quality deliverables.
Selby Jennings
VerifiedInvestment Banking Senior Vice President, Healthcare M&A
You will own end-to-end deal execution for sell-side M&A in Healthcare and Business/Residential Services, working on a lean deal team at a top-tier firm in Dallas. You will drive origination, lead due diligence, and build client relationships directly with senior executives. This role offers a clear path to Partner, with exposure to 7+ years of complex transactions and direct client interaction from day one.