Senior Investment Analyst
Ridgewood, NJFull-time$118–120K/yrSeen 2 days agoSeen in employer's feed 2 days ago
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At a glance
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Requirements
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Job overview
The Senior Investment Analyst supports deal teams and clients from onboarding through closing, building financial models and valuation analyses and developing transaction and marketing materials. The role drives deal execution, manages client and counterparty communications, coordinates internal teams and external advisors, and translates industry insights into recommendations. It also mentors junior team members and requires a master’s degree, two years of investment banking experience, and U.S. work authorization.
Skills & qualifications
Skills
Qualifications
Full job description
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: [email protected], 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
How this job compares
Set against the 473 open Investment Banking jobs on Olive Jobs, counted November 7, 2026.
- Pay
- This posting$118–120K/yr
- US median$170–225K/yr367 salary ranges
This range's midpoint, $119K, is 41% below the US median midpoint ($200K) — in the lowest quarter of Investment Banking salary ranges across the US.
- Openings
- Olive Jobs lists 473 open Investment Banking jobs across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- Accenture46 open
- JPMorgan Chase40 open
- Citigroup34 open
- Experience
- This posting asks for at least 2 years of experience — less than three in four Investment Banking postings that state a minimum ask for (median 5 years, across 389 postings).
- Education
- This posting asks for a master's degree; 33 of the 473 open Investment Banking jobs (7%) ask for a master's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 7, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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