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🥥Investment Banking Analyst - Job Code: 1786052144574

9 hours, 47 minutes ago
United States, Philippines
Full-time
Senior
Financial Analyst
Finance and Accounting
HubSpot
Apply Now
Coconut VA

Coconut VA

Coconut VA: Premier virtual assistant service providing top talent for admin, operations, marketing, and sales. Streamline your business operations with our rigorous selection process and expert VAs.

Professional Services
11-50
Founded 2021
View All Jobs 32

Description

  • Support private capital transactions end-to-end, from company assessment through investor outreach, due diligence, term sheet analysis, and closing.
  • Focus on debt placement work for growth-stage and lower-middle-market companies, with exposure to private market secondaries and liquidity solutions.
  • Build and maintain financial models covering historical analysis, projections, liquidity forecasts, debt capacity, and transaction scenarios.
  • Analyze financial statements, operating models, capitalization tables, debt schedules, and key performance indicators.
  • Prepare transaction and marketing materials such as CIMs, lender presentations, executive summaries, and company profiles.
  • Research and match capital providers, including banks, private credit funds, venture lenders, asset-based lenders, and family offices.
  • Manage virtual data rooms, diligence request lists, process trackers, and closing checklists.
  • Engage directly with clients on calls and support presentations and marketing materials for Axis Group Ventures.

Requirements

  • Background in investment banking, private credit, commercial banking, corporate finance, lending, transaction advisory, private equity, venture capital, or financial analysis.
  • Banking, lending, or corporate finance experience is non-negotiable.
  • Self-motivated and able to take initiative and ownership without constant direction.
  • Full-time availability of 40 hours per week.
  • Able to work in the PST time zone.
  • Strong Microsoft Excel and PowerPoint skills.
  • Experience building or reviewing financial models is preferred.
  • Familiarity with credit analysis, debt structures, cap tables, or private company valuation is preferred.
  • Experience with CRM platforms, virtual data rooms, financial databases, or investor research tools is preferred.
  • Series 7 and 63 licenses are a plus; international equivalents may be considered for offshore candidates.

Benefits

  • Competitive salary of $3,350 per month.
  • 13th month pay.
  • 12 days of paid time off.
  • 12 paid US holidays.
  • Maternity and paternity leave.
  • Comprehensive healthcare coverage.
  • Life insurance included in the full-time HMO plan.
  • Mental health support and wellness resources.

Interested in this position?

Apply directly on the company website

Apply Now

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