Analyst, Investment Banking

Purpose of Position

Key Responsibilities

• Develop and maintain financial models to support the evaluation of mergers and acquisitions, capital-raising transactions, and other corporate finance engagements.
• Assist in conducting company valuations using established methodologies, including discounted cash flow, comparable company, and precedent transaction analyses.
• Analyze financial statements and business performance data to support the assessment of prospective clients and transaction opportunities.
• Support the execution of investment banking transactions by monitoring deadlines, tracking deliverables, and coordinating key workstreams.
• Assist with due diligence activities, including managing information requests, reviewing documentation, maintaining data rooms, and coordinating with clients and external advisors.
• Support the preparation and completion of post-transaction documentation to ensure accurate and timely transaction closeout.
• Conduct industry, market, economic, and company-specific research to support transaction evaluations, valuation assumptions, and business development initiatives.
• Prepare research reports, analytical summaries, presentations, and other materials for internal review, client meetings, and investor communications.
• Assist in the preparation of pitch materials, information memoranda, investor presentations, and other marketing materials.
• Participate in client meetings, project discussions, and transaction-related calls alongside senior team members, providing analytical and administrative support as required.
• Monitor transaction progress and help ensure stakeholders receive accurate and timely information throughout the transaction lifecycle.
• Maintain accurate transaction records, working papers, and supporting documentation in accordance with internal standards and regulatory requirements.

Required Qualification, Experience, Knowledge

• First Degree in Business Administration, Finance or related discipline
• At least two (2) years’ experience in the related field
• Knowledge of local and international financial markets and products
• Strong quantitative skills focused on financial analysis
• Working knowledge of financial modelling
• Ability to manage multiple priorities and meet aggressive deadlines
• Results oriented and customer-focused
• Excellent interpersonal, communication and presentation skills
• Advanced proficiency in the use of Microsoft Office Suite (e.g. Excel, Word, PowerPoint)

GraceKennedy's Competencies

GraceKennedy embraces six key competencies that all employees, regardless of level, should master and demonstrate across the organization. These are:
•    Results Oriented
•    Digitally Savvy
•    Collaborative
•    Engaging & Inspiring
•    Diversity-Embracing
•    GK Values-Driven