Job Description
The Post Oak Group is seeking an Analyst to support execution across the firm’s lower middle market capital markets and M&A practice. This role is designed for a rigorous, detail-oriented early-career professional eager to build core deal skills through direct involvement in live transactions.
This is a hands-on role with real exposure. The Analyst works directly alongside senior bankers on active mandates, contributing to analysis, materials, and process support from day one, with all securities-related activity conducted in full regulatory compliance and within applicable supervisory frameworks.
Role Overview
As an Analyst, you will provide the analytical and organizational foundation for sell-side M&A, private placements, and capital raises—building models, preparing materials, conducting research, and maintaining the systems that keep each process moving. You will develop rapidly through deal reps, direct senior feedback, and structured progression toward client- and investor-facing responsibility.
The role demands intellectual curiosity, precision, and a strong work ethic, along with a commitment to operating with full regulatory compliance.
Key Responsibilities
- Build and maintain financial analysis, including EBITDA normalization, LTM and PF analysis, financial models, and comparable company and precedent transaction analysis
- Prepare transaction materials, including teasers, confidential information memoranda, investor presentations, and executive summaries, under senior review
- Conduct company, industry, and investor research to support positioning, valuation, and investor universe construction
- Support investor outreach, maintaining the outreach tracker, preparing contact lists, and drafting communications for senior review
- Maintain deal infrastructure, including the CRM and data room, ensuring documents, activity, and milestones are current and accurate
- Support diligence processes, organizing document requests, tracking open items, and preparing diligence summaries
- Participate in internal deal team meetings and, progressively, in client calls and investor meetings alongside senior bankers
- Uphold compliance standards, conducting all activity in accordance with FINRA rules, SEC regulations, and applicable supervisory procedures
Qualifications
- Active FINRA registration in one of the following: Series 7 (General Securities Representative), Series 79 (Investment Banking Representative), or Series 82 (Private Securities Offerings Representative)
- Actively affiliated with a FINRA member broker-dealer, or willing to join one
- Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent demonstrated capability
- 0–3 years of experience in investment banking, transaction advisory, valuation, corporate finance, public accounting, or a comparable analytical role
- Strong financial and analytical foundations, including proficiency in Excel and financial statement analysis; modeling experience a plus
- Excellent written communication and acute attention to detail across all work product
- Genuine interest in M&A and capital markets, with the drive to build deal expertise quickly
- Highly organized and coachable, comfortable managing multiple assignments in a fast-paced, performance-driven, regulated environment
Why The Post Oak Group
The Post Oak Group delivers institutional-quality capital markets and M&A advisory with boutique-level service and direct senior involvement. We operate in the middle market, advising both high-growth companies seeking institutional capital and profitable businesses pursuing liquidity events.
Analysts at The Post Oak Group get real deal exposure early—not just support work. With direct senior mentorship and a diversified mandate pipeline, the role offers an accelerated foundation for a career in investment banking and an early trajectory toward Associate.
Application Question(s):
- Do you currently hold, or have you held within the past three years, at least one of the following FINRA licenses: Series 7, Series 79, or Series 82?
- Are you currently registered as a representative with a FINRA-registered broker-dealer?
- If you do not currently hold a FINRA Series 7, Series 79, or Series 82 license, would you be willing to take the required examinations to obtain one?
Work Location: Remote
