Investment Banking Analyst

Position: Investment Banking Analyst

Compensation: $100,000 – $120,000

Location: Remote

About Beach Tree Capital

Beach Tree Capital is an independent boutique investment bank, founded with a mission to improve the human experience through thoughtful capital allocation and world-class advisory work.

We specialize in lower-middle and middle-market transactions, advising entrepreneurs, business owners, and management teams on sell-side and buy-side M&A, capital raising, and strategic advisory. While our expertise is anchored in the wellness economy—including healthcare, nutrition, fitness, and active lifestyle—we extend into select adjacent sectors where our insights provide competitive advantage.

Our firm combines intellectual rigor, creative problem-solving, and uncompromising competence with a human-centered approach. We aim to set a new standard for what a boutique investment bank can be: precise, intentional, and deeply premium.

Position Overview

We are seeking a full-time Investment Banking Analyst with exceptional intelligence, adaptability, and creativity. Candidates must have graduated by September 2025 with a bachelor’s degree from a top college or university and possess an outstanding academic record (minimum GPA 3.75).

The Analyst will work closely with senior leadership on live transactions, gaining direct exposure to origination, market research, financial analysis, and execution. The role demands both technical competence and the polish to engage clients and counterparties with professionalism, presence, and clarity. This is a unique opportunity to contribute meaningfully within a boutique environment where standards are exacting and contributions are highly visible.

Key Responsibilities

• Research and analyze sub-sectors across the wellness economy and adjacent industries.
• Build and maintain structured databases of prospective companies and investors.
• Develop both highly tailored and automated sourcing approaches to establish and maintain engagement with prospective clients using Grata and Affinity.
• Support origination and outreach strategies, including the development of engagement materials.
• Perform valuation analyses and financial modeling (comps, precedents, DCF).
• Assist in the preparation of teasers, CIMs, and client presentations.
• Contribute to due diligence, transaction execution, and strategic discussions.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field, completed by September 2025, from a top university or college.
• Exceptional academic track record (minimum GPA 3.75).
• 1–2 years of investment banking experience or strong internships preferred.
• Proficiency in financial modeling and valuation techniques; Excel skills required.
• Excellent written and verbal communication skills, with the ability to present ideas clearly and persuasively.
• Intellectual curiosity, creativity, and the discipline to excel in a boutique, premium environment.