Investment Analyst

1 day left

Robert Half
New York City, New York (US)
Competitive salary
29 Apr 2021
15 May 2021
Contract Type
Full Time

Robert Half Financial Services are hiring for an Investment Analyst role within a growing Investment firm located in Manhattan New York. Our client requires 1 to 2+ years in an Investment, Transaction or Deal Analyst role within an Investment firm or Big 4/Consultancy. The role would cover target buyer analysis, comparable transaction analysis, financial modeling and forecasting, drafting of documents, performance of due diligence and post-transaction analysis. This position is initially fully remote but will eventually require some time in the office from July.


Valuation Responsibilities:

Target Buyer Analysis - Identify the universe of potential buyers for a company the firm is representing using parameters developed with the Officer heading the transaction. Several on-line and printed databases are used in a target buyer search to develop this universe. Screen and prioritize prospective buyers in preparation

Comparable Transaction Analysis - Analysis involves identifying acquisitions in the industry, finding as much financial data as possible on the acquisitions and analyzing the acquisitions to help develop valuation parameters for the client company. Once again there are a number of on-line and hard copy databases which are accessed by the Analyst to help develop the acquisition analysis.

Public Company Comparable Analysis - To help assess a client company's financial performance and to provide valuation information; analysis of similar publicly traded comparable companies is completed.

Financial Modeling/Forecasting - The Analyst will input historical data and develop financial projections.

Drafting of Documents - The Analyst will assist in drafting documents.

Due Diligence - The Analyst will assist the Officer in due diligence of a client company from an analytical and financial information gathering perspective. This entails creating information request lists and gathering information from company representatives.

Post-Transaction Analysis - From time to time, financial updating and analysis will be required for a company after a transaction has been completed. The Analyst will support the appropriate officer in these activities.

General Responsibilities:

Updating General Financial Information - The Analyst will update, on a regular basis, general industry trends and market trends used in the firm marketing presentations and publications.

Financial/Industry Analysis - From time to time, Analysts are asked to execute specific projects that require industry research and financial analysis.

Database Management - The Analyst will be familiar with all the firm databases and where to access the appropriate information as well as keep current with the development of new databases and resources on the internet.



  • 1 to 2+ years in an Investment, Transaction or Deal Analyst role within an Investment firm or Big 4/Consultancy
  • Bachelor’s degree in Finance/Economics/Math/Engineering preferred
  • Strong technical skills using Excel and Financial Modeling


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