Bridgepoint Investment Banking

Capital-raising and M&A advisory specialists

Investment Banking Analyst

Investment BankingConfirmed live in the last 24 hours

Full-timeOmaha, NE, USANo salary listed

About the Job

Requirements

A bachelor's degree is required; candidates must not be current students.
One to five years of professional work experience is required, preferably in investment banking or Big Four accounting, with Transaction Advisory Services or Audit preferred.
Expertise in financial analysis and modeling of financial statements, companies, industries, and M&A and capital-markets trends.
Strong professionalism, integrity, confidentiality, attention to detail, and personal accountability.
Superior oral and written communication skills, including the ability to handle confidential information with tact and judgment.
Strong organizational skills and the ability to maintain high standards under pressure.
Strong anticipation, problem-solving, and follow-up skills; ability to prioritize, adapt to unexpected events, and work well under pressure in a deadline-driven environment.
Proficiency in Microsoft Office, including PowerPoint, Word, Outlook, and Excel.
Strong quantitative and analytical skills.
Ability to work in the Omaha office Monday through Thursday, with virtual work on Fridays and occasional additional office attendance; remote candidates are not considered.

Responsibilities

Manage deal processes from origination to execution as part of deal teams.
Collaborate with Associates, Vice Presidents, and Managing Directors to develop financial models and prepare presentation materials.
Assist with capital-raising and mergers and acquisitions transactions by preparing materials and identifying potential acquirors and capital sources.
Participate in due diligence for current and potential clients and prospects.
Organize and analyze complex financial data for client proposals and strategic plans.
Prepare client presentations and industry reports.
Conduct industry and company research and maintain accurate records on funding sources and key influencers.
Build prospecting lists for Managing Directors to use when attending industry events and conferences.

Desired Qualifications

Investment banking or Big Four accounting experience is preferred, particularly Transaction Advisory Services or Audit.
Experience interacting with senior management and company owners is a plus.
Experience with DealCloud, Salesforce, or other customer relationship management platforms is preferred.
Accounting knowledge is beneficial.

Investment Banking Analyst

Bridgepoint Investment Banking · Omaha, United States (Hybrid) · Full-time · Posted 2026-11-03

Workplace: hybrid

Department: Investment Banking

Description

WHO WE ARE

At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, Dallas and New York.

WHAT WE'RE LOOKING FOR

Bridgepoint is seeking Analyst candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for firm input, promotion, unmatched client and prospect interaction, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank – focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation.

This is an opportunity for growth, impact and responsibility for the ideal candidate.

WHAT YOU'LL DO

Deal Execution: Play a pivotal role in deal teams, managing the deal process from origination to execution.
Financial Modeling: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials.
Transaction Support: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources.
Client Diligence: Participate in the due diligence of current and potential clients and prospects.
Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans.
Client Materials: Prepare high-quality client presentations and industry reports.
Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers.
Business Development: Build prospecting lists for MDs to attend industry events and conferences.

YOU POSSESS

Education: Bachelor’s Degree required (not a current student)
Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)
Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality.
Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth.
Attention to Detail: Exhibit strong attention to detail and personal accountability.
Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus.
Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure.
Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up.
Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment.
Teamwork: A team player who is energetic, responsive, and takes initiative.
Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.

ENVIRONMENT

In-office position located in Omaha, NE (not considering remote candidates)
Hybrid – Omaha in-office Monday through Thursday, virtual Fridays unless needed in office from time to time
Medical, Dental and Vision coverage | 100% premium coverage for employee, 25% for dependents
Flexible PTO
401K
Annual firm retreat
Employer-sponsored employee giving
Corporate Chaplain and access to performance coaches

At Bridgepoint you will be challenged and rewarded for leadership, technical excellence and inspired perspectives.

Apply

Apply at Bridgepoint Investment Banking

About the Company

Bridgepoint Investment Banking

Capital-raising and M&A advisory specialists

Bridgepoint Investment Banking provides capital raising and M&A advisory to companies worldwide as a boutique investment bank. It helps clients raise debt or equity and complete mergers and acquisitions through confidential, independent advice and a global network that connects them with investors and buyers. What sets it apart is the combination of extensive experience (311+ years among principals), a global reach, client-focused, unconflicted guidance, and access to securities-related services through an affiliated or partner broker-dealer. Its goal is to create long-term value for clients by driving successful financings and strategic transactions that support their growth and prosperity.

Company size: 11-50
Company stage: Not listed
Total funding: Not listed
Headquarters: Omaha, NE
Founded: 2006

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