Job Title: Investment Banking Analyst - Class of 2027
Reports To: Head of Investment Banking
Department: Investment Banking
Location: Charlotte
Anticipated Start Date: July 2027
Base Salary: $110,000
The Analyst will be a key member of an experienced team building a world-class investment banking practice focused on healthcare companies. The successful candidate will support senior bankers in executing M&A transactions and other strategic assignments for clients across the healthcare sector. This position offers direct exposure to client CEOs and CFOs, significant responsibility, and strong opportunities for professional growth and advancement.
This opportunity is intended for candidates graduating in 2027 and seeking to begin their full-time investment banking careers in July 2027.
Primary Duties and Responsibilities:
• Participate in client transactions, projects, and assignments as a member of the investment banking team
• Interact with clients and internal banking professionals
• Assist in preparing presentations for current and prospective clients
• Prepare valuation analyses of clients and transaction targets
• Review business plans, conduct industry and company research, and analyze financial statements
• Build and maintain financial models
• Perform due diligence investigations
• Support senior bankers throughout all stages of transaction execution
Experience and Qualifications Required:
• Candidates graduating in 2027 with a BS or BA in finance, life sciences, accounting, economics, or a related field
• Exemplary academic record
• Prior investment banking, finance, healthcare, or transaction-related experience preferred
• Strong financial modeling and analytical skills, including knowledge of financial accounting
• Outstanding written and oral communication skills
• Highly motivated, energetic, personable, and capable of managing multiple tasks in a dynamic, meritocratic, and team-oriented environment
• Strong attention to detail and ability to meet demanding deadlines
• Proficiency in Microsoft Office, including Excel and PowerPoint
Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.
