Investment Banking Senior Analyst

Company: Lakeside Partners
Location: Seattle
Posted on: January 15, 2022

Job Description:

Lakeside Partners provides mergers & acquisitions advisory services to business owners throughout the United States. Our principals have decades of experience executing all sizes of transactions on behalf of business owners, boards of directors, and private equity owners. We bring a depth of experience across a variety of industries, business models, and ownership dynamics.

As a boutique investment bank, we operate as a small, dynamic team and are seeking a motivated Analyst with excellent analytical, organizational, communication, and interpersonal skills. -Given Lakeside's size and flat organizational structure, this role provides a unique opportunity to be a part of a rapidly growing business practice and work directly with the senior members of the Firm.

Position Overview
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The role will play a critical role in the entire transaction process, including the initial pitch, research, due diligence, preparing a written information memorandum, meeting with potential clients, investors/buyers, closing the deal and maintaining the client relationship. Our small deal team and focus on lower middle-market companies will provide the Analyst a unique opportunity to work directly with senior-level client executives and buyers. Start date is flexible but seeking to fill the role sooner rather than later.

Position -Responsibilities

Work closely with senior bankers and client management teams on engagements related to mergers and acquisition advisory services and other strategic advisory work
Support the development of qualitative and quantitative analyses and presentation materials
Construct and maintain financial models for M&A and financing scenarios
Develop client presentations and transaction-related documents
Assist with firm business development efforts and outreach to potential clients
Maintain a positive and supportive firm culture in a fast-paced, entrepreneurial environment

Desired Skills and Background

1-3 years of experience in Investment Banking, Accounting, Law, or other Transaction Services
Exceptional written and verbal communication skills
A self-starter that is comfortable working in a start-up like environment
Can excel in a fast-paced, entrepreneurial work environment
Competent in Microsoft Excel, PowerPoint, and Word

Keywords: Lakeside Partners, Seattle , Investment Banking Senior Analyst, Professions , Seattle, Washington