Investment Banking Analyst – Client & Investor Relations
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 adecuado 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 statements and other transaction materials
Build and review financial models, projections, and transaction analyses as needed
Assist with valuation and financial analysis
Prepare assumptions, projections, and sensitivity analyses
Review financial information and models for accuracy and consistency
Support other transaction execution activities as required
Requirements
Strong written and verbal communication skills
Professional and client-service-oriented communication style
Strong understanding of investment banking, transactions, and corporate finance
Highly organized and capable of managing multiple clients, investors, meetings, and deadlines simultaneously
Strong attention to detail and consistent follow-through
Ability to communicate professionally with business owners, executives, investors, and senior bankers
Strong financial analysis and financial modeling skills
Advanced Microsoft Excel skills
Working knowledge of valuation methodologies and financial analysis
Ability to understand and clearly communicate financial information
Comfortable working independently in a fast-paced, remote environment
Previous investment banking, private equity, corporate finance, transaction advisory, investor relations, or similar financial-services experience strongly preferred
Must be available to work Monday through Friday from 9:00 AM–6:00 PM U.S. Central Time
Must be available to start immediately
Why The Post Oak Group
The Post Oak Group delivers institutional-quality investment banking advisory with boutique-level service and direct senior involvement. We advise companies and business owners on complex financial transactions.
This position offers direct exposure to clients, investors, senior bankers, and active transactions while providing experience across both relationship management and investment banking execution

📌 Investment Banking Analyst - Client & Investor Relations (México)
🏢 Post Oak Group
📍 México