Bridgepoint Investment Banking

Financial Planning and Analysis

• Manage the deal process from origination to execution as part of deal teams
• Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials
• Assist with capital raising and M&A transactions
• Prepare transaction materials and identify potential acquirors and capital sources
• Participate in due diligence for current and potential clients and prospects
• Organize and analyze complex financial data for client proposals and strategic plans
• Prepare client presentations and industry reports
• Conduct industry and company research
• Maintain accurate records on funding sources and key influencers
• Build prospecting lists for Managing Directors attending industry events and conferences

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Investment Banking Analyst