Investment Banking Analyst – Client & Investor RelationsLocation: RemoteHours: Monday–Friday, 9:00 AM–6:00 PM U.S. Central TimeStart Date: ImmediateDivision: Investment BankingJob DescriptionThe 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.ResponsibilitiesSupport day-to-day relationships with the firm's investment banking clients and investorsCoordinate client and investor communications, updates, follow-ups, and information requestsAssist senior bankers with managing client relationships and transaction-related communicationsHelp manage investor relationships throughout active transactionsCoordinate client and investor meetings, scheduling, materials, and follow-up itemsPrepare professional emails, client updates, meeting summaries, and other transaction communicationsTrack investor activity, client deliverables, transaction progress,



and outstanding action itemsMaintain organized records across multiple active engagements and ensure timely follow-throughAssist clients and investors with administrative and transaction-related requestsProvide execution and administrative support to senior members of the Investment Banking divisionReview company financial statements and other transaction materialsBuild and review financial models, projections, and transaction analyses as neededAssist with valuation and financial analysisPrepare assumptions, projections, and sensitivity analysesReview financial information and models for accuracy and consistencySupport other transaction execution activities as requiredRequirementsStrong written and verbal communication skillsProfessional and client-service-oriented communication styleStrong understanding of investment banking, transactions, and corporate financeHighly organized and capable of managing multiple clients, investors, meetings, and deadlines simultaneouslyStrong attention to detail and consistent follow-throughAbility to communicate professionally with business owners, executives, investors, and senior bankersStrong financial analysis and financial modeling skillsAdvanced Microsoft Excel skillsWorking knowledge of valuation methodologies and financial analysisAbility to understand and clearly communicate financial informationComfortable working independently in a fast-paced, remote environmentPrevious investment banking, private equity, corporate finance, transaction advisory, investor relations, or similar financial-services experience strongly preferredMust be available to work Monday through Friday from 9:00 AM–6:00 PM U.S. Central TimeMust be available to start immediatelyWhy The Post Oak GroupThe 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