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Job Information

Our client is a privately owned Investment Banking firm that offers a complete line of investment banking and asset management products.  The Firm serves a broad client base that includes corporations, state and local governments, financial institutions, and individual investors throughout the United States and abroad.  The Firm has a professionally staffed Research Department that provides investment research on approximately 300 publicly traded companies as well as an active Private Equity arm.
The Firm’s Investment Banking Department offers a full array of financial services to a wide range of clients, typically within the small to mid cap arena, but also to several large corporate clients.  The Firm currently has 93 investment bankers and Analysts in the Southeast and New York, providing M&A advice and underwriting public and private equity and debt.
Our client is seeking a second- or third-year Analyst to support the execution of client engagements, create and refine financial models and related analysis, draft information memorandums, create management presentations and pitch books, as well as lead due diligence efforts working directly with management teams and investor groups.
Industry:Investment Banking
Position Type:Full Time
Location:Dallas, TX
Travel Required:0% of the time (approximate)
Starts On:Jul 27, 2010

Job Requirements

  • a MINIMUM of TWO years of experience as an Investment Banking Analyst in a sell side M&A and/or a principal investing role;
  • prior experience in the Energy space, a plus;
  • strong financial modeling, finance, data analysis, and accounting skills;
  • client focused and team oriented;
  • well-developed proactive communication skills;
  • solid development and management skills;
  • the ability to partner with various product experts and work effectively within an organization;
  • a degree from a four-year college or university; an advanced degree, a plus;
  • only qualified candidates meeting the above requirements will be considered.

How to Apply

Email resume to

Company Information

The Woodbury Group
6801 Fairview Road
Suite D
Charlotte, NC 28210

Contact Information

Jennifer Porter               Generate vCard to add to Outlook (Add to Contacts)

This is an Agency per the Job Poster.

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