Investment Banking Analyst

Bridgepoint Investment Banking

. Manage the deal process from origination to execution as part of deal teams .

Posted 11/7/2026full-timeOmaha • Nebraska • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and modeling, with a strong ability to prepare transaction materials and conduct due diligence for M&A and capital raising transactions. Proficient in maintaining high standards of professionalism and communication while managing complex financial data and client presentations.

Highest-signal resume keywords

Financial AnalysisFinancial ModelingM&A TransactionsMicrosoft Office SuiteInvestment Banking Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingM&A TransactionsQuantitative SkillsAnalytical SkillsAccounting KnowledgeDue DiligenceTransaction Materials PreparationIndustry ResearchCapital Raising

Soft Skills

Attention to DetailProblem-SolvingCommunication SkillsOrganizational SkillsTeam Player

Tools & Technologies

Microsoft Office SuitePowerPointWordOutlookExcelDealCloudSalesforce

Industry Keywords

Investment BankingBig 4 AccountingTransaction Advisory ServicesAuditCapital Markets

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree required; not a current student
1 to 5 years of professional work experience
Expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends
Investment banking or Big 4 accounting experience preferred
Transaction Advisory Services or Audit experience preferred
High level of professionalism, integrity, and confidentiality
Strong attention to detail and personal accountability
Superior oral and written communication skills
Experience interacting with senior management and company owners is a plus
Strong organizational skills and ability to maintain high standards under pressure
Excellent anticipation, problem-solving, and follow-up skills
Ability to work under pressure, adapt to unexpected events, and prioritize tasks in a deadline-driven environment
Team player who is energetic, responsive, and takes initiative
Proficiency in Microsoft Office Suite, including PowerPoint, Word, Outlook, and Excel
Experience with DealCloud, Salesforce, or other CRM platforms preferred
Strong quantitative and analytical skills
Accounting knowledge beneficial
Must work in Omaha, Nebraska; remote candidates are not being considered

Benefits

Comp & perks

Medical, Dental and Vision coverage
100% premium coverage for employee
25% premium coverage for dependents
Flexible PTO
401K
Annual firm retreat
Employer-sponsored employee giving
Corporate Chaplain
Access to performance coaches
Hybrid work schedule with virtual Fridays unless needed in office