Investment Banking Analyst

We are excited to offer an opportunity to join our rapidly expanding team at Evvolve & Partners. We are seeking a highly organized and detail-oriented Investment Banking Analyst with a specific focus on client relations to join our boutique capital raising advisory firm. This role requires a proactive professional who can effectively manage client relationships, ensuring seamless communication and delivery of services across our internal teams.

Is this you?

• Entrepreneurial/Intrapreneurial mindset, with a drive to take initiative and innovate.
• Ambitious and hardworking, always seeking to go above and beyond.
• Enjoys working with autonomy, and closely within a team of young, ambitious high performers who trust each other implicitly.
• Thrives in an environment that fosters personal growth, pushing yourself and your peers to achieve more every day.
• Excited to contribute to and grow alongside the firm in our journey of rapid expansion and market disruption.

Key Responsibilities:

Client Onboarding:

• Lead the onboarding process for new clients, ensuring a smooth transition from sales to active engagement.
• Clearly communicate the onboarding timeline, deliverables, and expectations to the client.

Client Relationship Management:

• Act as the primary point of contact for clients, handling all communications including updates, calls, and issue resolution.
• Build and maintain strong relationships with clients, ensuring high levels of client satisfaction and retention.

Project Management:

• Take full ownership of the client’s journey, coordinating with internal teams (such as investor relations, legal, and compliance) to ensure all deliverables are met on time.
• Monitor the progress of each client’s case, anticipating potential roadblocks and proactively addressing them.
• Ensure that all departments are held accountable for their responsibilities, aligning internal efforts with client expectations.

Client Updates and Communication:

• Regularly update clients on the status of their projects, using both email and scheduled calls.
• Provide clear, concise reports and updates that reflect the current status of their capital raising efforts.

Problem Solving and Issue Resolution:

• Quickly address and resolve any issues that arise during the client engagement.
• Act as a mediator between clients and internal teams to find solutions that satisfy all parties.

Ideal Candidate Profile:

Culture (as stated above):

• Entrepreneurial/Intrapreneurial mindset, with a drive to take initiative and innovate.
• Ambitious and hardworking, always seeking to go above and beyond.
• Enjoys working with autonomy, and closely within a team of young, ambitious high performers who trust each other implicitly.
• Thrives in an environment that fosters personal growth, pushing yourself and your peers to achieve more every day.
• Excited to contribute to and grow alongside the firm in our journey of rapid expansion and market disruption.

Skills:

• Excellent communication skills, both verbal and written.
• Strong organizational and project management skills, with the ability to keep multiple teams aligned on client goals.
• Proactive problem-solving abilities and a client-first mindset.
• Strong understanding of capital markets, fundraising processes, or investment management (a plus but can be learned on the job).

Personality:

• Highly detail-oriented, with the ability to manage complex projects and maintain focus under pressure.
• Empathetic and client-focused, always striving to exceed client expectations.
• Assertive and confident, able to hold internal teams accountable and ensure timely delivery of client commitments.

If you are a skilled communicator with a strong background in managing high-value client relationships within the financial services industry, we encourage you to apply. Join us in our journey of market disruption and rapid expansion by providing exceptional service and maintaining the trust of our growing client base.