Investment Banking Analyst

About Sharp’s Investment Banking Practice

Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing.  We deliver holistic, high-touch solutions that support business owners through every stage of growth and transition. Sharp Financial creates value for our clients through our  pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.

Role Overview

As an Investment Banking Analyst, you’ll play a key role in all aspects of transaction execution, from financial modeling and valuation to due diligence and client presentation support. This position calls for strong analytical capabilities, exceptional attention to detail, and the ability to work collaboratively across functional areas to deliver extraordinary outcomes for entrepreneurial-minded clients. 

Key Responsibilities

• Build and maintain detailed financial models to evaluate capital structure scenarios, financing terms, liquidity options, and valuation metrics.
• Support the sourcing, evaluation, and structuring of debt, equity, or hybrid financing solutions for client growth or liquidity strategies.
• Contribute to M&A transaction execution, including industry and buyer research, pitch material and CIM preparation, deal modeling, and due diligence coordination.
• Help craft compelling sell-side or buy-side narratives that communicate client value propositions to investors, lenders, or strategic buyers.
• Collaborate closely with internal Sharp teams (Accounting & Tax, Business Strategy, Wealth Management, Family Office, etc.) to ensure integrated and seamless client service.
• Prepare and deliver client presentations, internal memos, and transaction summaries to support deal execution and leadership visibility.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 1+ years of experience in investment banking, corporate finance, private equity, or consulting.
• Strong understanding of valuation techniques (DCF, precedent transactions, comparables) and advanced Excel / financial modeling skills.
• Excellent communication and presentation abilities; capable of distilling complex information clearly and persuasively.
• Strong organizational skills with the ability to manage multiple workstreams under tight timelines.
• Demonstrated integrity, collaboration, and client-centric mindset aligned with Sharp’s core values

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Free Food & Snacks
• Wellness Resources
• Summer Fridays