Investment Banking Analyst
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Investment Banking Analyst supporting debt placement and private capital transactions for Coconut’s remote talent network. Building models, analyzing companies, and preparing investor and transaction materials.
Responsibilities:
- Support private capital transactions end-to-end, from initial company assessment through investor outreach, due diligence, term sheet analysis, and closing
- Focus on debt placement for growth-stage and lower-middle-market companies
- Support private market secondaries and liquidity solutions
- Build and maintain financial models, including historical analysis, projections, liquidity forecasts, debt capacity, and transaction scenarios
- Analyze financial statements, operating models, capitalization tables, debt schedules, and KPIs
- Prepare transaction and marketing materials, including CIMs, lender presentations, executive summaries, and company profiles
- Research and match capital providers to each company's profile
- Manage virtual data rooms, diligence request lists, process trackers, and closing checklists
- Engage directly with clients on calls
- Provide presentation support and marketing materials for Axis Group Ventures
Requirements:
- Background in investment banking, private credit, commercial banking, corporate finance, lending, transaction advisory, private equity, venture capital, or financial analysis
- Experience with banking, lending, or corporate finance
- Ability to support private capital transactions end-to-end
- Experience building or reviewing financial models
- Familiarity with credit analysis, debt structures, capitalization tables, or private company valuation
- Experience with CRM platforms, virtual data rooms, financial databases, or investor research tools
- Understanding of venture-backed, recurring-revenue, lower-middle-market companies, or specialty finance
- Prior experience working directly with senior executives, investors, lenders, or transaction professionals
- Self-motivated, able to take initiative and ownership without constant direction
- Strong Microsoft Excel and PowerPoint skills
- Experience with HubSpot or other CRM platforms, virtual data rooms, and financial databases
- Series 7 and 63 licenses are good to have; Rainmaker Securities would need to sponsor
- English proficiency level must be entered in the application form
- Resume must follow the Coconut VA Profile Template and be in English
- Must submit a one-minute introduction video, preferably using Loom, with a working link
Benefits:
- Competitive Salary
- 13th Month Pay
- Paid Time Off — 12 days of PTO
- 12 paid US holidays
- Maternity & Paternity Leave
- Comprehensive Healthcare
- Life Insurance
- Mental Health Support — access to mental health consultations and wellness resources
- Milestone Gifts & Birthday Treats
- Exciting Team Experiences — island getaways, virtual town halls, and regional meetups
- Supportive network for learning, growth, and connection
Similar Jobs
Assistant Finance Manager
Assistant Finance Manager supporting accounting, budgeting, reporting, and vendor operations for JLL’s global commercial real estate and investment management business. Remote role based in Bengaluru.
Director of Financial Planning – Analysis
Director of FP&A guiding financial planning, reporting, and unit economics for Ottimate’s AI-powered accounts-payable automation platform. Partnering with executives to optimize SaaS and payments growth, margins, and operations.
Senior Digital Consulting Analyst – Oracle Student Financial Aid
Senior Analyst supporting Oracle Student Financial Aid implementations at Huron, a global consultancy. Translating client meeting insights into technical documentation and actionable consulting solutions.
AVP, Finance Strategy
AVP leading enterprise strategic finance, corporate development, and M&A for Mosaic Health’s national primary-care platform. Driving valuation, integration, capital allocation, and long-term value creation.
Kundenberater – Finanzen, Versicherung
Kundenberater für Finanz-, Versicherungs- und Vorsorgethemen beim deutschen Benefit-Anbieter ValueNet. Beratung von Kundenmitarbeitenden über Telefon, E-Mail und digitale Kanäle.
Finance Manager
Finance Manager strengthening reporting, cashflow, and controls for a UK business from South Africa. Owning month-end close, management accounts, forecasting, and process improvement.
Financial Consultant
Virtual Financial Consultant delivering compliant financial planning and investment solutions to Flagstar Bank’s mass affluent clients. Building virtual client relationships, managing a book of business, and connecting customers with broader banking services.
Senior Financial Accountant
Senior Financial Accountant delivering audit-ready management accounts, reconciliations, compliance, and year-end reporting. Supporting a UK company remotely from South Africa with technical accounting expertise.
Finance Operations Associate – Accountant
Finance Operations Accountant managing Odoo bookkeeping, reconciliations, and month-end close for Soum, a Saudi used-electronics and used-car marketplace. Supporting audits, reporting, controls, and regulatory compliance as the business scales.
Director, Commercial Finance
Director of Commercial Finance guiding profitability, forecasting, and resource allocation for Interior Logic Group, a national provider of interior design and finish solutions. Partnering with sales and operations to drive growth and financial performance.
Senior FP&A Analyst – Clinic Finance, Business Partner
Senior FP&A Analyst owning forecasting, payments, and P&L improvement for Finni Health's behavioral healthcare clinic network. Building AI-powered finance automation and partnering with clinic owners.
Biotech Investment Analyst
Biotech investment analyst evaluating drug assets, clinical programmes, and pharmaceutical companies for 24-MAG LLC. Developing rubrics and investment assessments for US biotech opportunities.
Senior Financial Analyst
Senior Financial Analyst leading accounting close, reconciliations, variance analysis, and reporting. Supporting management decisions across Ascension’s nonprofit Catholic healthcare system.
Financial SME
Air Force Financial SME analyzing General Ledger activity for audit readiness and compliance. Recommending and implementing corrective actions across federal financial systems.
Financial Database SME
Financial Database SME designing SQL-driven reconciliation tools for Lodestar Consulting’s Air Force financial systems support. Enabling audit analysis across Sub-Ledger and General Ledger data.
Commercial Finance Manager
Commercial Finance Manager helping Royal Voluntary Service, a volunteer-powered charity, improve investment and retail performance. Leading business partnering, pricing, treasury and financial modelling across the organisation.
FP&A Consultant – Corporate Finance
Corporate Finance Consultant modeling finances and analyzing operational metrics for Terac, which recruits vetted human experts for AI research. One-month remote engagement.
Finance Supervisor
Gamma Phi Beta volunteer supervising collegiate chapter finances and financial advisors. Reviewing budgets, OmegaFi activity, IRS filings and chapter financial wellness across West 1.
Financial Assistant
Assistente Financeiro apoiando rotinas financeiras, financiamentos e análise de dados na Ânima, organização educacional brasileira. Atuação remota no Centro de Serviços Compartilhados, com controles, relatórios e suporte operacional.
Kundenberater – Finanzen, Versicherung
Kundenberater für Finanzen und Versicherungen bei ValueNet, führendem Anbieter von Mitarbeiter-Benefits in Deutschland. Beratung von Kundenmitarbeitenden über Telefon, E-Mail und digitale Kanäle.