Investment Banking Analyst - Capital Markets

About the company

Cohen & Company Capital Markets (CCM), a division of Cohen & Company Securities, LLC, was launched in 2021 to bring expert guidance to clients facing complex transactions and difficult market conditions. The business has grown quickly into one of Wall Street’s fastest-expanding boutique investment banks. Its founding vision was to serve emerging sectors and products that were not getting enough focus from large bulge-bracket banks and elite boutiques.

CCM advises both established and emerging businesses across a range of industries, helping them navigate strategic and financial opportunities. The team relies on a strong reputation, a wide network, and disciplined execution to put client interests first.

The firm has built deep experience in Digital Assets, Energy & Energy Transition, Cyber, Technology, and other high-growth verticals. Its platform includes strategic advisory, capital markets advisory, SPAC advisory, and merchant banking. Since its launch, CCM has announced and closed more than 190 transactions.

Cohen & Company, the parent organization, is a financial services firm focused on capital markets, asset management, and principal investing.

Role overview

CCM is seeking an Analyst to join its capital markets team in New York. This person will work closely with a compact team of experienced professionals and contribute to transactions across the capital structure, including IPOs, follow-on offerings, private placements, and SPAC-related capital raises.

Analysts are expected to take on substantial responsibility and participate in every stage of a deal, from origination through closing. The role offers direct exposure to senior bankers and client executives, along with hands-on work on transaction execution, structure, and valuation. The environment is fast-moving, deadline-driven, and suited to someone who can perform under pressure.

This opportunity offers exposure to prominent transactions, faster growth than is typical at larger banks, and the chance to help shape a rapidly expanding investment banking platform.

Responsibilities

• Coordinate the execution of capital raise transactions and stay in close contact with client management, legal counsel, and other advisors.
• Help manage interactions with buyers and investors, including feedback collection and tracking throughout the process.
• Build and maintain investor databases and market intelligence resources.
• Review current and historical market information to support client recommendations.
• Analyze companies, deal structures, transaction activity, and corporate filings for use in client and management presentations.
• Prepare pitch materials to support new business generation.
• Build and/or oversee financial models for complex transaction scenarios.
• Conduct research and synthesize findings into clear presentations.
• Create materials for board discussions and client-facing presentations.
• Develop a strong understanding of the firm’s existing relationships.
• Contribute to the ongoing growth and evolution of the business.

Requirements

• At least 1 year of relevant investment banking experience, with solid exposure to capital markets work across debt, equity, and/or equity-linked products.
• Experience in capital markets, private capital raises, or M&A advisory is a plus.
• SPAC knowledge or prior SPAC experience is preferred.
• A bachelor’s degree in business, technical sciences, or liberal arts; preference for candidates with strong academics from a top-tier institution.
• Strong drive, self-motivation, and an entrepreneurial mindset.
• Ability to stay effective in high-pressure, fast-changing environments while meeting tight deadlines.
• Strong analytical, quantitative, and technical problem-solving skills with careful attention to detail.
• Excellent written and verbal communication skills.
• Consistent, accurate, and detailed work output.
• Professional maturity, presence, and poise for client-facing work.
• Working knowledge of FactSet, Bloomberg, Dealogic, Placement Tracker, and Microsoft Office is strongly preferred.
• Series 7, 63, and 79 licenses are required at the time of hire or shortly afterward.
• Must be authorized to work in the United States.
• Must be able to work onsite in the New York City office.

Perks and additional information

• Compensation is aligned with comparable top elite boutique investment banking firms.
• A comprehensive benefits package is offered.
• Benefits may be amended, suspended, or ended in whole or in part at any time at the discretion of the plan administrator.
• Cohen & Company is an equal opportunity employer and evaluates all qualified applicants without discrimination based on legally protected characteristics.
• The company also considers qualified applicants with criminal histories, in line with applicable legal requirements.
• If a disability requires assistance or a reasonable accommodation during the application or recruiting process, candidates may contact hr@cohenandcompany.com.
• This description is intended to summarize the general role content and expectations and is not a contract or guarantee of employment.

Compensation

The stated salary range is $120,000 per year to $120,000 per year, based on the company’s good-faith compensation assessment at the time the posting was generated under the New York City Human Rights Law.