Investment Banking Analyst

Job Title:

Analyst

Location:

Boca Raton, FL (Onsite)

Job Type:

Full-Time

About the Role

We’re working with a well-capitalized private investment firm / family office seeking an Analyst to support investment strategy and execution across a diverse portfolio of venture capital and private equity investments.

This is a high-exposure, generalist seat where you’ll be involved across the full investment lifecycle - from underwriting and diligence through execution and portfolio monitoring - working directly with senior investment professionals.

Ideal for someone coming out of IB / PE / transaction advisory looking to broaden exposure across asset classes and industries.

What You’ll Be Doing

• Build and analyze financial models across multiple asset classes
• Support investment evaluation, underwriting, and transaction execution
• Assist with due diligence, structuring, and deal processes
• Manage diligence workflows with bankers, brokers, and external partners
• Prepare investment memos, IC materials, and presentations
• Monitor portfolio performance and key financial metrics
• Conduct market and industry research across sectors
• Present insights and materials to internal stakeholders

What They’re Looking For

• 1–2 years of experience in investment banking, private equity, or similar
• Strong financial modeling \+ Excel skills
• Experience building investment materials / IC decks
• Strong communication skills (written \+ verbal)
• Ability to manage multiple workstreams in a fast-paced environment
• High attention to detail and strong analytical mindset
• Self-starter with intellectual curiosity and ownership mentality

Nice to Have (Not Required)

• Exposure to energy, infrastructure, or commercial real estate

Additional Details

• Bachelor’s degree in Finance, Economics, Accounting, or similar preferred
• Must be able to work onsite in Boca Raton full-time