Senior Investment Analyst

Compensation

$117,686.00 - $120,000.00 / Yearly

Hours Per Week

40

Number Of Positions

1

Job Description

Perform responsibilities with limited oversight, operating under the strategic direction of the Director/VP/Managing Director and demonstrate increasing autonomy and accountability for work streams and client deliverables. Build, own, and quality control comprehensive financial models, valuation analyses, and transaction materials, supporting deal teams and clients from initial onboarding through closing while ensuring analytical integrity across all deliverables. Lead the development and refinement of core content for pitchbooks, Confidential Information Memorandums (CIMs), buyer lists, and other marketing materials, including overall messaging strategy and positioning. Oversee and drive day to day deal execution logistics, anticipating potential issues, proactively implementing solutions, and maintaining disciplined process management. Serve as a primary point of contact for clients, buyers, and counterparties, managing communications, coordinating next steps, and maintaining momentum across multiple work streams. Lead coordination efforts across internal teams and external advisors. Analyze complex qualitative and quantitative information to formulate and clearly articulate strategic recommendations to internal and external stakeholders. Collaborate with stakeholders to shape clients facing deliverables. Translate industry, sector, and regional insights into actionable recommendations that influence transaction positioning, valuation narratives, and overall client strategy. Mentor/guide junior team members. Must have Master’s Degree in Finance, Economics or Management and Systems. Must have two years of Investment Banking experience with strong focus in Quantitative Analysis, Financial Modeling, and Risk Analysis. Must have experience of corporate finance, accounting, valuation methodologies, and M&A processes. Experience in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client presentations. Must be able to independently conduct industry research and synthesize findings into client-ready materials. Strong project management skills with the ability to oversee multiple live workstreams simultaneously. M-F, 9:00am-5:00pm, 40 hours/wk. Must have authority to work in the US. Salary Range: $117,686.00 - $120,000.00 per year. To apply, email resume to: DAKCareers@dakgroup.com, ATTN: HR, The DAK Group, LTD., 550 North Maple Ave, Ridgewood, NJ 07450. Specify Job Ref #: 20252464.

Place of Work

On-site

Requisition ID

20252464

Job Type

Full Time

Application Email

DAKCareers@dakgroup.com