Investment Banking Analyst

Requirements

Experience Needed/Responsibilities:

- Background in investment banking, private credit, commercial banking, corporate finance, lending, transaction advisory, private equity, venture capital, or financial analysis

- 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, plus exposure to private market secondaries and liquidity solutions

- Build and maintain financial models (historical analysis, projections, liquidity forecasts, debt capacity, transaction scenarios)

- Analyze financial statements, operating models, capitalization tables, debt schedules, and KPIs

- Prepare transaction and marketing materials (CIMs, lender presentations, executive summaries, company profiles)

- Research and match capital providers (banks, private credit funds, venture lenders, asset-based lenders, family offices) to each company's profile

- Manage virtual data rooms, diligence request lists, process trackers, and closing checklists

- Comfortable engaging directly with clients on calls — not just model-building

- Also expected to cover presentations support and marketing materials for Axis Group Ventures

Good to have:

- Series 7 and 63 licenses (Rainmaker Securities would need to sponsor; researching international equivalents for offshore candidates)

- Experience building or reviewing financial models

- Familiarity with credit analysis, debt structures, cap 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

Non-negotiable Requirements:

- Banking, lending, or corporate finance experience

- Self-motivated — able to take initiative and take ownership without constant direction

Industry/Tools Experience:

- Investment banking / private capital (debt placement, private credit, secondaries)

- Strong Microsoft Excel and PowerPoint

- HubSpot / CRM platforms, virtual data rooms, financial databases

Benefits

We’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community! ✨

✅ Competitive Salary – We recognize your skills and experience with a great compensation package.
✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?

✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year.
✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.

✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.
✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.

✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!

✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

Some benefits may vary. Full details will be provided during the onboarding process.