Investment Banking Analyst/Associate - Industrials/Business Services/Logistics & Supply Chain

Key Information

Tampa, FL

Compensation Base + Bonus: top end market rates

Permanent

Jason Fontanarosa

Oaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Florida. Our client is actively seeking talented professionals across levels, from second-year Analysts to Senior Associates, who have a strong track record of closed M&A transactions within relevant sectors.

This firm is renowned for its sector-focused, idea-driven approach, providing clients with comprehensive solutions that bridge global capital markets and connect institutional and corporate clients. With a unique global perspective and robust cross-border capabilities, they are strategically positioned to identify and execute opportunities across multiple regions, delivering exceptional value to their clients.

Key Responsibilities

  • Assist senior bankers in sourcing potential acquisition targets and draft LOIs with target companies.
  • Performing extensive valuation, due-diligence, and pricing analyses as well as financial modelling.
  • Frequent meetings with prospective targets, clients, senior bankers, and other transaction advisors.
  • Coordination of transaction processes, including capital raises and advisory transactions.
  • Preparation of proposals, transaction marketing.
  • Organize and participate in marketing and client meetings.

Requirements

  • 1 + years M&A experience at a leading Investment Bank.
  • Undergraduate or postgraduate degree in Business, Accounting, Finance or Economics from a top tier schools.
  • Previous experience leading and managing projects.
  • Excellent organizational, execution and time management skills.
  • Team player with competitive drive.
  • Strong communication and presentation skills and able to work with tight deadlines.
  • Exceptional critical thinking and problem-solving ability.
  • Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint.
  • FINRA Series 63 and 79 registrations.

Why Work With Oaklands Global?

Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.

If the above opportunity is of interest to you, please apply today to Jason Fontanarosa in confidence.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.

Apply Online

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