Investment Banking Analyst

Balmoral Advisors is an independent, sector-focused investment bank advising middle-market companies on mergers & acquisitions, corporate finance, and financial restructurings. The firm specializes in manufacturing and distribution, with particular focus on building products, chemicals & materials, industrials, and plastics & packaging.

Analysts at Balmoral work directly with senior bankers on live transactions in a lean, apprenticeship-style environment, gaining hands-on experience and meaningful responsibility from day one.

This role is designed for highly motivated early-career professionals seeking rigorous training and real transaction exposure in middle-market investment banking. Analysts are integral members of deal teams and contribute across transaction execution and business development.

• Build financial models, valuation analyses, and transaction-related analyses.
• Prepare client presentations, pitch materials, and confidential deal marketing materials.
• Analyze company financials, operating performance, and industry dynamics.
• Conduct industry and company research; synthesize findings into clear insights.
• Develop lists of potential buyers, investors, and acquisition targets.
• Support senior bankers in day-to-day transaction execution and business development.

• Bachelor’s degree with a strong academic record and demonstrated leadership.
• Coursework in finance, accounting, and economics required; chemistry or engineering coursework preferred.
• Strong analytical, financial modeling, and valuation skills; advanced Excel and PowerPoint proficiency.
• Familiarity with AI-enabled research and productivity tools preferred.
• Excellent written and verbal communication skills; strong attention to detail.
• Ability to thrive in a fast-paced, demanding environment and work extended hours when required.
• Willingness to travel occasionally.
• Fluency in English; U.S. work authorization required.
• Prior internship or relevant experience in investment banking, private equity, consulting, or corporate finance is a plus.