Location: Remote
Hours: Monday–Friday, 9:00 AM–6:00 PM U.S. Central Time
Start Date: Immediate
Division: Investment Banking
Job Description
The Post Oak Group is seeking an Investment Banking Analyst – Client & Investor Relations to join our Investment Banking division.
This role is focused primarily on supporting the firm’s relationships with clients and investors throughout active transactions. The Analyst will work closely with senior bankers and deal teams to coordinate communications, manage follow-ups, prepare transaction updates, organize meetings, respond to information requests, and ensure clients and investors receive timely and professional support.
The role also includes financial analysis and modeling responsibilities in support of active transactions. The idóneo candidate combines excellent communication and organizational skills with a strong understanding of investment banking, financial statements, valuation, and transaction execution.
Responsibilities
- Support day-to-day relationships with the firm’s investment banking clients and investors
- Coordinate client and investor communications, updates, follow-ups, and information requests
- Assist senior bankers with managing client relationships and transaction-related communications
- Help manage investor relationships throughout active transactions
- Coordinate client and investor meetings, scheduling, materials, and follow-up items
- Prepare professional emails, client updates, meeting summaries, and other transaction communications
- Track investor activity, client deliverables, transaction progress, and outstanding action items
- Maintain organized records across multiple active engagements and ensure timely follow-through
- Assist clients and investors with administrative and transaction-related requests
- Provide execution and administrative support to senior members of the Investment Banking division
- Review company financial statem
📌 Investment Banking Analyst – Client (México)
🏢 Post Oak Group
📍 México
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