Job Title: Investment Banking Analyst

Location: Remote

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Position Overview

Avalon Growth Capital is seeking a results-oriented, analytical, and proactive Investment Banking Analyst. The ideal candidate has 1–2 years of commercial banking or investment banking experience, with hands-on exposure to financial statement analysis, credit underwriting, financial modeling, transaction execution, or capital raising. Candidates with relevant experience in corporate finance, private equity, or transaction advisory will also be considered.

The Analyst supports the firm’s investment banking, capital formation, and project development activities. Working directly with senior leaders and client companies, the Analyst evaluates investment opportunities, develops financial models and investor materials, coordinates transaction due diligence, and supports capital raises and financing transactions for growth-stage companies and real asset development projects. The Analyst also works with the firm’s business development officers to research, evaluate, and qualify prospective client opportunities.

This position requires strong financial modeling capabilities, analytical rigor, and the ability to translate complex business, development, and financing structures into clear materials for clients, lenders, investors, and other stakeholders.

We are seeking candidates committed to building a long-term career in investment banking and business advisory. This role provides direct exposure to senior bankers, client leadership teams, and live transactions, with meaningful responsibility for analytical and execution deliverables.

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Required Skills Capabilities and Qualifications

·      1–2 years of relevant experience, preferably in commercial banking or investment banking.

·      Successful completion of the Securities Industry Essentials (SIE) exam.

·      Bachelor’s degree in finance, business, economics, accounting, or a related field from an accredited four-year institution.

·      Strong financial statement analysis skills and an understanding of cash flow, leverage, debt capacity, and business performance.

·      Strong financial modeling skills in Microsoft Excel, including experience building integrated, multi-tab models from scratch.

·      Demonstrated ability to prepare structured, professional-quality Microsoft PowerPoint presentations and investor materials.

·      Strong Microsoft Word proficiency, including experience preparing clear written analysis, business correspondence, and transaction materials.

·      Strong attention to detail and a commitment to accuracy in financial analysis and written deliverables.

·      Ability to manage multiple projects, competing priorities, and transaction workstreams simultaneously.

·      Strong verbal and written communication skills, including the ability to present findings to internal teams, clients, lenders, and investors.

·      Professional judgment and the ability to work directly with clients, investors, lenders, and external advisors.

·      Ability to work independently, take initiative, and meet deadlines in a remote environment.

·      Ability and willingness to pass required FINRA exams and obtain applicable registrations within 90 days of start date.

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Preferred Experience and Qualifications

·      Commercial banking experience in credit analysis, commercial underwriting, portfolio management, or commercial lending.

·      Investment banking experience supporting M&A advisory, debt or equity capital raises, or transaction execution.

·      Existing Series 7, Series 79, or Series 82 registration.

·      Experience supporting M&A advisory, capital raises, or structured finance transactions.

·      Familiarity with capital structures that include senior debt, mezzanine financing, tax credit financing, and equity.

·      Experience preparing Confidential Information Memoranda (CIMs), lender presentations, pitch decks, or institutional investor materials.

·      Exposure to project finance, infrastructure, agribusiness, manufacturing, or real asset development.

·      Experience with customer relationship management (CRM) systems, virtual data rooms, or transaction management platforms.

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Core Responsibilities

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Financial Modeling and Transaction Analysis: ‍

Develop and maintain financial models that evaluate investment opportunities and support financing discussions, capital raising efforts, and transaction execution. Responsibilities include:

·      Building and updating financial projections and operating models.

·      Analyzing historical financial statements, cashflow, debt capacity, and key operating metrics.

·      Modeling capital structures across debt, equity, grants, and other public funding sources.

·      Preparing investor return analysis, including internal rate of return (IRR), multiple on invested capital (MOIC), and sensitivity analysis.

·      Developing sources and uses of funds analysis.

·      Evaluating alternative financing structures, including senior debt, mezzanine financing, tax credit financing, and equity investment.

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‍Investor Materials and Transaction Documentation

Prepare materials that communicate business and investment opportunities to prospective lenders, investors, and other stakeholders. The Analyst drafts substantive portions of these materials and coordinates revisions with the Managing Partner, senior bankers, and client teams. Deliverables include:

·      Confidential Information Memoranda (CIMs).

·      Lender presentations and financing request packages.

·      Pitch books and prospective client presentations.

·      Executive summaries and investment overviews.

·      Capital structure and project financing summaries.

·      Market and industry analysis.

·      Transaction timelines and development milestones.

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Transaction Execution and Due Diligence

Support the coordination and execution of financing and advisory engagements. Responsibilities include:

·      Organizing and maintaining virtual data rooms and due diligence request lists.

·      Collecting, reviewing, and reconciling financial and operating information provided by clients.

·      Tracking outstanding diligence items, transaction milestones, and follow-up requests.

·      Supporting communications with clients, lenders, investors, legal counsel, and other advisors.

·      Maintaining accurate transaction records and supporting materials.

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Business Development Support

Work with senior bankers and business development officers to identify and evaluate prospective client opportunities. Responsibilities include:

·      Researching companies, industries, prospective investors, and lenders.

·      Evaluating preliminary financial information and financing needs.

·      Preparing company profiles, prospect summaries, and meeting materials.

·      Maintaining CRM records and tracking business development activity.

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About Avalon Growth Capital

Avalon Growth Capital partners with lower middle-market private and family-owned businesses to develop customized business strategies and financing solutions. Each client works with a dedicated team throughout the life cycle of a business advisory or investment banking engagement and beyond. Transactions are structured and managed by experienced bankers and advisors with decades of business advisory and capital markets experience spanning private and public markets.

As a small firm, Avalon Growth Capital provides Analysts with direct access to senior bankers and meaningful involvement in live transactions. This role is particularly well suited to a commercial banking or investment banking professional who has developed a strong analytical foundation and is ready to assume greater responsibility in an entrepreneurial advisory environment.

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How to Apply

Please read the full job description before applying. Candidates who meet the minimum qualifications should submit a resume and a brief paragraph describing their relevant experience and interest in Avalon Growth Capital to client_services@avalongrowth.com.

Email subject line: ATTN: Investment Banking Analyst

In your introductory paragraph, please highlight anycommercial banking or investment banking experience, including financialanalysis, credit underwriting, financial modeling, or transaction executionresponsibilities.

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This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change.