Investment Banking (IB) Analyst

Osaic Careers

Ladenburg Thalmann & Co. Inc.

Investment Banking Analyst

Location(s): 640 5th Ave., 4th Fl, New York, NY 10019

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-Time

Salary: $65,000 - $70,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

Ladenburg Thalmann & Co. Inc. is seeking a highly motivated Investment Banking Analyst to support the execution of mergers and acquisitions, capital raising, and strategic advisory engagements. This role is responsible for performing financial and valuation analyses, developing financial models, conducting industry and market research, preparing client presentations, and assisting with transaction execution activities.

The Analyst will work closely with senior bankers, clients, and transaction teams to deliver high-quality analytical support and contribute to successful deal outcomes. The ideal candidate possesses strong quantitative skills, exceptional attention to detail, intellectual curiosity, and the ability to thrive in a fast-paced, deadline-driven environment.

Education Requirements:

• Bachelor’s Degree from accredited university, preferably in Finance, Economics, or other related field is required.

Responsibilities:

• Build and maintain detailed financial models used in mergers and acquisitions, capital raising, and strategic advisory engagements.
• Perform financial statement analysis, company valuations, and transaction analyses.
• Conduct industry, market, competitive, and company-specific research to support client engagements and business development initiatives.
• Prepare client-facing materials, including pitch books, presentations, management presentations, and transaction memoranda.
• Support transaction execution, including due diligence, data collection, document management, and coordination with internal and external stakeholders.
• Analyze operating performance, industry trends, and market conditions to identify key opportunities and risks.
• Assist with project management activities to ensure timely completion of transaction deliverables and client requests.
• Maintain transaction databases, historical financial information, and market intelligence resources.
• Collaborate effectively with senior bankers and team members to meet project objectives and client expectations.
• Support special projects and perform additional duties as assigned.
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Basic Requirements:

• One to three years of experience in investment banking, valuation, private equity, or related financial services
• Strong understanding of financial statement analysis, valuation methodologies, and capital markets concepts.
• Experience developing and maintaining complex financials models
• Advanced proficiency in Microsoft Excel and PowerPoint
• Strong analytical, quantitative, problem-solving, and critical thinking skills
• Excellent written and verbal communication skills
• Strong organizational skills and exceptional attention to detail
• Ability to manage multiple priorities and work effectively under tight deadlines
• Must be able to work independently and collaboratively within a team environment