Compass Point Research & Trading, LLC

Investment Banking Analyst

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Justin Campbell

Justin Campbell

Director of Technology at Compass Point Research & Trading, LLC

Compass Point is a premier full-service investment bank providing a wide range of banking and research services to our clients. We serve as an expert advisor and resource to corporate clients and institutional asset managers including mutual funds, hedge funds, and family offices.


We are seeking an experienced Analyst to join our Investment Banking Team located in Washington, DC.


As an Analyst, you will provide support to senior bankers and analysts with all aspects of fast-growing banking practice. This includes deal pitching, model preparation, and deal execution. Specific responsibilities include preparing financial models, researching, and analyzing datapoints, and assisting with detailed presentations for corporate clients.


Responsibilities


  • Build financial statements and valuation models for existing and target clients
  • Prepare client pitches and marketing materials
  • Coordinate working groups, roadshows, and other marketing events
  • Perform due diligence, research, and document capital market transactions


Minimum Requirements & Qualifications


The following are the minimum requirements for this position:


  • A minimum of 1-3 years of relevant work experience in an investment banking role
  • Bachelor’s degree in an analytical field, preferably with a concentration in finance or mathematics
  • Strong financial modeling skills and experience analyzing financial statements
  • Effective project management, verbal, and written communication skills
  • Proficiency with PowerPoint and Excel products
  • FINRA SIE, Series 7 and/or 79 licenses
  • Candidate must be authorized to work permanently in the U.S. This role does not offer sponsorship for work visas.


The ideal candidate will quickly integrate and become a meaningful contributor to the team.


Candidate must be authorized to work permanently in the U.S. Compass Point does not offer sponsorship for work visas.


Compass Point is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, sexual orientation, gender identity, national origin, protected veteran status or disability status.


YOU MUST SUBMIT A RESUMÉ TO BE CONSIDERED FOR THIS POSITION. NO PHONE CALLS OR EMAILS.

  • Employment type

    Full-time

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