Exemplar Companies, PBC logo
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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