Investment Banking Analyst – Client & Investor Relations

Location: Remote

Hours: Monday–Friday, 9:00 AM–6:00 PM U.S.

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Start Date: Immediate

Division: Investment Banking 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 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.

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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 (Ciudad de México)
🏢 Post Oak Group
📍 Ciudad de México