Financial Analyst – Investment Banking

KSM (Katz, Sapper & Miller)

. Support the KSM Corporate Finance team in managing M&A and capital raise client engagement projects .

Posted 10/12/2026full-timeGrand Rapids • Michigan • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, due diligence, and valuation within the M&A lifecycle, while effectively engaging with clients and industry professionals. Proficient in building financial models and preparing client presentations to support capital raise and transaction advisory efforts.

Highest-signal resume keywords

Financial AnalysisMergers & AcquisitionsDue DiligenceValuationFinancial Modeling

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisValuationFinancial ModelingDue DiligenceMarket ResearchTransaction AdvisoryM&A TransactionsClient EngagementBusiness DevelopmentData Interpretation

Soft Skills

Interpersonal SkillsNetworking

Tools & Technologies

Microsoft OfficeMarket Research Subscriptions

Industry Keywords

Investment BankingCorporate FinanceCapital RaiseSell-SideBuy-SideFinancial AdvisoryEconomic AnalysisIndustry Due DiligenceClient DeliverablesStrategic Alternatives

About the role

Key responsibilities & impact

Support the KSM Corporate Finance team in managing M&A and capital raise client engagement projects
Participate in sell-side, buy-side, and capital raise engagements as part of a team
Perform financial deal analysis using historical and projected financial information
Support transaction execution throughout the M&A lifecycle, including financial analysis, due diligence, valuation, and client deliverables
Perform financial and industry due diligence
Prepare client marketing pitches and management presentations
Prepare valuation analyses and build detailed financial models
Evaluate acquisition opportunities, capital raises, and strategic alternatives
Assist in engagement marketing, planning, and execution
Build and maintain direct contact with clients, industry professionals, and prospective clients
Participate in the firm’s business development activities

Requirements

What you’ll need

Bachelor’s degree with a major in Finance, Accounting or Economics
1–3 years of experience in investment banking, corporate finance, transaction advisory, valuation, mergers & acquisitions, or another financial advisory environment
Experience supporting buy-side and/or sell-side M&A transactions
Internship experience in investment banking considered for entry-level candidates
Ability to understand business models in detail
Ability to research market trends, competitor products, and customer profiles
Ability to support an investment thesis for a specific industry sector or market
Ability to perform due diligence, including visiting companies and speaking with customers, suppliers, and competitors
Ability to model financials to determine company valuation
Ability to process and interpret various kinds of data and reach conclusions
Interpersonal skills for establishing a professional network
Proficiency in Microsoft Office
Ability to leverage market research subscriptions and open-source utilities

Benefits

Comp & perks

Employee ownership since 2001
Flexibility to manage your time
Resources and support for career growth
Opportunities to expand skills and take on new challenges
Collaborative, supportive workplace culture
Equal opportunity employment