Exemplar Companies, PBC
Integrated Tax, Law, Strategy, Wealth and Investment Bank serving Revolutionaries, Game-Changers, and Impact Businesses
Investment Banker
Financial Planning and AnalysisFinancial Planning and AnalysisContractRemoteMid LevelTeam 11-50Since 2005Company SiteLinkedIn
Location
Massachusetts
Posted
1 day ago
Salary
Not specified
Seniority
Mid Level
Bachelor Degree2 yrs expEnglish
Job Description
• Provide strategic financial advisory services to corporate, institutional, and government clients.
• Assist in capital raising, mergers and acquisitions (M&A), financial restructuring, and other complex financial transactions.
• Analyze financial data and prepare deal documentation.
• Help clients navigate investment opportunities and financial markets.
• Conduct financial modeling, valuation, and strategic analysis.
• Prepare pitch books, transaction documents, and client presentations.
• Manage the execution of transactions, including due diligence, negotiations, regulatory filings, and deal closing.
• Conduct industry and market research to identify trends, risks, and investment opportunities.
• Maintain relationships with institutional investors, corporate clients, and key stakeholders.
• Collaborate with legal, compliance, and tax teams to ensure deal structures are compliant.
Job Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA or relevant advanced degree preferred.
- 2–5+ years of experience in investment banking, corporate finance, or a related field.
- Strong financial modeling and analytical skills.
- Excellent proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ, FactSet).
- Exceptional communication, presentation, and negotiation skills.
- Ability to thrive in a high-pressure, fast-paced environment with demanding deadlines.
- Strong understanding of financial regulations and compliance requirements.
Benefits
- Full brand and operational support
- Value-based pricing model (no hourly billing)
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