Employment Type

: Full-Time


: Miscellaneous

Analysts are entrusted with a high level of responsibility as important contributors to every transaction team. Our Analysts not only work with Associates and Vice Presidents in the preparation of presentation materials, but also interact with senior bankers and clients. Our Analysts have the unique opportunity to experience all aspects of “the deal,” from the new business development presentations to the final negotiations at the close. Analysts are based in Western Reserve Partners’ Cleveland, Ohio office.

As the analytical anchor for the transaction team, Analysts are typically responsible for conducting research on various markets and industries, assisting in performing detailed client due diligence and assisting in the preparation of all client and pitch presentations. He or she is also responsible for completing and ensuring the accuracy and quality of the financial modeling necessary to analyze the operating and financial performance of companies. The Analyst is also expected to be prepared to interpret the modeling results, pose questions and draw conclusions from their analysis. The Analyst is expected to work on a variety of assignments as part of numerous transaction teams, and as such, has a unique opportunity to develop a broad range of execution skills and industry knowledge.

Western Reserve Partners fosters an environment that rewards initiative and allows Analysts to develop as quickly as they are capable. Analysts who perform at an accelerated pace may be entrusted with such responsibilities as assisting Associates and Vice Presidents in the authoring of offering materials, marketing transactions to potential acquirers and the participation in client presentations. It is typical for Analysts to go back to school for a graduate degree after 2-3 years of investment banking experience. In some instances, Analysts may be invited to stay at Western Reserve Partners longer term and be promoted to Associate. Graduate students with no full-time work experience or candidates with 1-3 years of relevant experience will be on an accelerated track, with the ability to be promoted to Associate within 1-2 years, if performing at a superior level.

Qualified candidates include:

  • Recent undergraduate or graduate degree with no full-time work experience
  • Professionals with 1-3 years of relevant financial experience in such fields as Accounting, Commercial Banking, FP&A and Consulting
  • Requirements:

  • Minimum GPA of 3.5/4.0
  • Undergraduate or Graduate degree in finance or accounting (or extensive experience in these fields) or demonstrated financial analysis skills (completion of a professional modeling training course preferred)
  • Excellent business communication skills
  • Analytical research and thinking skills
  • Strong time management, teamwork and leadership skills
  • Although not required, a relevant internship is preferred
  • If you are interested in joining the Western Reserve team, please contact Bill Goodill.

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