Mid-Senior level
Posted March 14, 2026
Job link
Thinking about this job
Responsibilities
Responsibilities
- Lead day to day execution of M&A, capital raising, and complex structuring mandates from mandate award through closing
- Coordinate and manage workstreams across analysts, legal, tax, and other advisors, ensuring deadlines and deliverables are met
- Anticipate issues, identify risks, and drive solutions across the transaction lifecycle Analytical Oversight and Quality Control
- Oversee the preparation of pitch materials, CIMs, management presentations, and investor documentation
- Review financial models, valuation outputs, and support materials prepared by junior team members
- Ensure consistency between models, presentations, and supporting materials across a given transaction
- Translate detailed analysis into clear recommendations for internal and client decision making Client and Investor Interface
- Serve as a primary day to day contact for clients, investors, and counterparties
- Prepare and lead portions of client and investor calls, management presentations, and diligence sessions
- Build trust-based relationships through responsiveness, clarity, and reliable execution under pressure Market Insight and Strategic Support
- Supervise market and sector research to support positioning, valuation, and strategic recommendations Qualifications Education & Licenses:
Not Met Priorities
What still needs stronger evidence
Requirements
- Supervise market and sector research to support positioning, valuation, and strategic recommendations Qualifications Education & Licenses:
- Series 79 license required.
- Technical Skills:
- Proficiency in Excel and financial modeling (LBO, DCF, IPO modeling).
- Experience with valuation methodologies and financial tools, including Bloomberg Terminal, CapitalIQ, and other investment banking data platforms.
- Strong analytical and quantitative skills, with a deep understanding of accounting, corporate finance, and transaction structuring.
- 1-2 years of experience at a reputable investment banking firm, with significant exposure to M&A, capital raises, restructurings, and general advisory services.
- Strong communication skills (written and verbal) with the ability to present to clients and internal stakeholders.
- Good leadership and mentoring skills to support junior team members.
- Ability to thrive under pressure in a fast-paced, high-stakes environment while maintaining attention to detail.
Education
- (Not required) – Undergraduate degree in Finance, Economics, Business, Accounting, or a related field with a strong academic record.
Job Title: Senior Analyst Compensation: 80k-85k Location: Fort Lauderdale, Florida Equiturn Holdings, Inc. is seeking a Senior Analyst to play a key role in executing complex, high-profile transactions across M&A, capital raising, and strategic advisory. This position offers the opportunity to take on significant leadership responsibilities, guiding both deal execution and junior team development in a fast-paced, analytically rigorous environment. About Equiturn Equiturn Holdings, Inc. is an investment banking firm focused on highly complex strategic advisory, capital markets solutions, complex financial transaction execution. With a sector agnostic approach, we execute M&A, capital raising, restructurings, and comprehensive financial advisory for upper middle market and blue chip organizations, sports franchises, financial institutions, and global enterprises. Our platform is built on deep industry expertise, a sophisticated global network, and a relentless commitment to execution excellence. From our key financial hubs, our professionals deliver precision driven, tailored solutions designed to maximize capital efficiency and long-term value creation, providing clients with institutional level access to transformative strategies and elite transactional execution. About This Role As a Senior Analyst at Equiturn, you will play a critical role in driving transaction execution, managing and overseeing deal processes, and providing strategic financial advisory across M&A, capital raising, and complex financial structuring. You will take ownership of valuation analysis, financial modeling, and due diligence, working directly with senior leadership, institutional investors, and corporate executives to structure and execute high-impact transactions. In this role, you will be expected to lead multiple deal workstreams, oversee transaction execution, and mentor junior professionals, ensuring analytical precision and execution excellence. This position offers direct exposure to high-stakes negotiations, financial structuring, and strategic decision-making. A successful Senior Analyst will demonstrate clear leadership and strong interpersonal skills. Key Responsibilities Deal Ownership and Execution
Lead day to day execution of M&A, capital raising, and complex structuring mandates from mandate award through closing
Coordinate and manage workstreams across analysts, legal, tax, and other advisors, ensuring deadlines and deliverables are met
Anticipate issues, identify risks, and drive solutions across the transaction lifecycle Analytical Oversight and Quality Control
Oversee the preparation of pitch materials, CIMs, management presentations, and investor documentation
Review financial models, valuation outputs, and support materials prepared by junior team members
Ensure consistency between models, presentations, and supporting materials across a given transaction
Translate detailed analysis into clear recommendations for internal and client decision making Client and Investor Interface
Serve as a primary day to day contact for clients, investors, and counterparties
Prepare and lead portions of client and investor calls, management presentations, and diligence sessions
Build trust-based relationships through responsiveness, clarity, and reliable execution under pressure Market Insight and Strategic Support
Supervise market and sector research to support positioning, valuation, and strategic recommendations Qualifications Education & Licenses:
Undergraduate degree in Finance, Economics, Business, Accounting, or a related field with a strong academic record.
Series 79 license required. Technical Skills:
Proficiency in Excel and financial modeling (LBO, DCF, IPO modeling).
Experience with valuation methodologies and financial tools, including Bloomberg Terminal, CapitalIQ, and other investment banking data platforms.
Strong analytical and quantitative skills, with a deep understanding of accounting, corporate finance, and transaction structuring. Experience:
1-2 years of experience at a reputable investment banking firm, with significant exposure to M&A, capital raises, restructurings, and general advisory services.
Strong communication skills (written and verbal) with the ability to present to clients and internal stakeholders.
Good leadership and mentoring skills to support junior team members.
Ability to thrive under pressure in a fast-paced, high-stakes environment while maintaining attention to detail. How to Apply To apply, submit your resume and cover letter via LinkedIn. In your cover letter, highlight your experience in investment banking, your financial modeling expertise, and explain your interest and why you are an ideal candidate for this role.
Lead day to day execution of M&A, capital raising, and complex structuring mandates from mandate award through closing
Coordinate and manage workstreams across analysts, legal, tax, and other advisors, ensuring deadlines and deliverables are met
Anticipate issues, identify risks, and drive solutions across the transaction lifecycle Analytical Oversight and Quality Control
Oversee the preparation of pitch materials, CIMs, management presentations, and investor documentation
Review financial models, valuation outputs, and support materials prepared by junior team members
Ensure consistency between models, presentations, and supporting materials across a given transaction
Translate detailed analysis into clear recommendations for internal and client decision making Client and Investor Interface
Serve as a primary day to day contact for clients, investors, and counterparties
Prepare and lead portions of client and investor calls, management presentations, and diligence sessions
Build trust-based relationships through responsiveness, clarity, and reliable execution under pressure Market Insight and Strategic Support
Supervise market and sector research to support positioning, valuation, and strategic recommendations Qualifications Education & Licenses:
Undergraduate degree in Finance, Economics, Business, Accounting, or a related field with a strong academic record.
Series 79 license required. Technical Skills:
Proficiency in Excel and financial modeling (LBO, DCF, IPO modeling).
Experience with valuation methodologies and financial tools, including Bloomberg Terminal, CapitalIQ, and other investment banking data platforms.
Strong analytical and quantitative skills, with a deep understanding of accounting, corporate finance, and transaction structuring. Experience:
1-2 years of experience at a reputable investment banking firm, with significant exposure to M&A, capital raises, restructurings, and general advisory services.
Strong communication skills (written and verbal) with the ability to present to clients and internal stakeholders.
Good leadership and mentoring skills to support junior team members.
Ability to thrive under pressure in a fast-paced, high-stakes environment while maintaining attention to detail. How to Apply To apply, submit your resume and cover letter via LinkedIn. In your cover letter, highlight your experience in investment banking, your financial modeling expertise, and explain your interest and why you are an ideal candidate for this role.