Investment Banking Analyst

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Coconut Careers

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Coconut Careers is a remote staffing and talent-matching company that connects businesses with vetted global professionals for roles such as executive assistants, digital marketers, sales reps, accounting assistants, and developers. They offer two hiring models — Managed Talent (monthly subscription where Coconut handles sourcing, vetting, payroll, compliance, and ongoing support) and Direct Hire (one-time flat fee) — and promote a free 40-hour trial to test fit. The company emphasizes rigorous vetting, curated matches, and support for employers scaling remote teams; their site lists 100K+ verified profiles and 600+ client companies and shows tools like salary calculator and job description generator.

📋 Description

• 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 • Support private market secondaries and liquidity solutions • Build and maintain financial models, including historical analysis, projections, liquidity forecasts, debt capacity, and transaction scenarios • Analyze financial statements, operating models, capitalization tables, debt schedules, and KPIs • Prepare transaction and marketing materials, including CIMs, lender presentations, executive summaries, and company profiles • Research and match capital providers to each company's profile • Manage virtual data rooms, diligence request lists, process trackers, and closing checklists • Engage directly with clients on calls • Provide presentation support and marketing materials for Axis Group Ventures

🎯 Requirements

• Background in investment banking, private credit, commercial banking, corporate finance, lending, transaction advisory, private equity, venture capital, or financial analysis • Experience with banking, lending, or corporate finance • Ability to support private capital transactions end-to-end • Experience building or reviewing financial models • Familiarity with credit analysis, debt structures, capitalization 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 • Self-motivated, able to take initiative and ownership without constant direction • Strong Microsoft Excel and PowerPoint skills • Experience with HubSpot or other CRM platforms, virtual data rooms, and financial databases • Series 7 and 63 licenses are good to have; Rainmaker Securities would need to sponsor • English proficiency level must be entered in the application form • Resume must follow the Coconut VA Profile Template and be in English • Must submit a one-minute introduction video, preferably using Loom, with a working link

🏖️ Benefits

• Competitive Salary • 13th Month Pay • Paid Time Off — 12 days of PTO • 12 paid US holidays • Maternity & Paternity Leave • Comprehensive Healthcare • Life Insurance • Mental Health Support — access to mental health consultations and wellness resources • Milestone Gifts & Birthday Treats • Exciting Team Experiences — island getaways, virtual town halls, and regional meetups • Supportive network for learning, growth, and connection