Investment Banker - Teaser, CIM, and simple model

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Work Remotely
Payment Rate
$100.00 /hour
Est. Duration
6 weeks
Est. Intensity
53 hr/week

About The Work

Corporate Strategy & Development - Ongoing Strategy Support
We seek a qualified investment banker to write a teaser and confidential information memorandum and create a simple financial model to be used for marketing our client. This individual will have strong writing skills and the ability to take full responsibility for crafting a MS Word-based CIM with guidance from their supervisor on table of contents, investment highlights and other key items. Templates for the CIM, teaser, and model and industry material will be provided. There will be a potential opportunity for follow-on work on this transaction for investor list assessment, due diligence items, a management presentation, etc. and if this goes well it may lead to other transaction work. We would appreciate having a long-term, “go-to” resource for overflow work such as this.

Other Prerequisites

1-5 years professional experience
Ideal Candidate
3+ yrs professional exp in Investment Banking
Ability to work FT for up to 6 weeks, with flexible hours
Experience “owning” CIMs
Ability to manage time, independently create CIM with guidance

About The Client

We are former Wall Street executives who have created a boutique financial advisory firm focused exclusively on M&A and private placements of equity or debt for middle market companies.
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