Job Description

Company Description

Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies.

Role Description

This is a full-time role for an Investment Banking Analyst based in Columbia, MD

Primary Responsibilities

• Supporting senior bankers on originating and executing a variety of middle-market M&A and financing transactions.
• Conducting research and analysis related to deal origination, structuring, and execution.
• Preparing initial client pitches containing positioning, transaction rationale, and valuation analyses.
• Analyze detailed corporate and financial information.
• Building financial models and analyses to illustrate proposed transaction structures and valuations.
• Preparing confidential information memoranda, management presentations and other marketing documents associated with executing M & A and financing transactions.
• Conducting in-depth industry, business, and financial due diligence.
• Leverage and help develop Evergreen’s existing network in the Metropolitan Baltimore Area with contacts, clients, and prospects.

Requirements

• 1-3 years of  full-time work experience working at an investment bank, corporate development, or accounting (finance)
• Strong Experience with financial statement analysis including established valuation analysis and modeling skills are required; experience with Capital IQ and pitchbook is a plus.
• Network within the metro Baltimore marketplace is preferred but not required.
• Solid technical, written and verbal communication skills
• Resourceful self-starter, able to work autonomously and as a team player.
• Relocation assistance is not available for this position at this time.
• Must be authorized to work in the U.S.
• FINRA Series SIE, 79 and 63 certifications will be required in this position. 

Relocation assistance is not available for this position at this time

What We Provide:

• Outstanding Benefits including health insurance, dental, vision, 401K with Employer Match, and a multitude of supplemental benefits
• Professional development, growth opportunities, and mentorship from senior leaders
• Challenging yet supportive work environment
• Opportunity for advancement in an inclusive growth-focused environment
• A team recognized for excellence

Pay Range: $70,000-$90,000

Our securities transactions are conducted through Evergreen Advisors Capital, a Member of FINRA/SIPC. For more information, visit our website.

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