Investment Banker

Lead Your Own Practice with Purpose — 1099 Partner Role at Exemplar Companies (Remote) Tired of traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practices—free from bureaucracy, with full brand and operational support. Job Title: Investment Banker Job Summary: An Investment Banker provides strategic financial advisory services to corporate, institutional, and government clients. The role involves assisting in capital raising, mergers and acquisitions (M&A), financial restructuring, and other complex financial transactions. Investment Bankers analyze financial data, prepare deal documentation, and help clients navigate investment opportunities and financial markets. Key Responsibilities: • Advise clients on mergers, acquisitions, divestitures, IPOs, and capital-raising strategies. • Conduct financial modeling, valuation (DCF, comparable company analysis, precedent transactions), and strategic analysis. • Prepare pitch books, transaction documents, and client presentations. • Manage the execution of transactions, including due diligence, negotiations, regulatory filings, and deal closing. • Conduct industry and market research to identify trends, risks, and investment opportunities. • Maintain relationships with institutional investors, corporate clients, and key stakeholders. • Collaborate with legal, compliance, and tax teams to ensure deal structures are sound and compliant. • Stay current with market conditions, financial regulations, and economic developments. Qualifications: • Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA or relevant advanced degree preferred. • 2–5+ years of experience in investment banking, corporate finance, or a related field. • Strong financial modeling and analytical skills. • Excellent proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ, FactSet). • Exceptional communication, presentation, and negotiation skills. • Ability to thrive in a high-pressure, fast-paced environment with demanding deadlines. • Strong understanding of financial regulations and compliance requirements. Preferred Skills: • Experience working on large-scale M&A, IPOs, or capital market transactions. • Industry specialization (e.g., healthcare, tech, energy) is a plus. • Series 7 and 63 licenses (for U.S.-based roles). What You’ll Do: • Lead and grow your own practice area under Exemplar’s umbrella • Serve as a trusted strategic partner to clients across disciplines • Collaborate with a national team of professionals to deliver holistic, client-first solutions • Operate with autonomy while leveraging a proven, value-based pricing model (no hourly billing) • Drive business development with support from our marketing, ops, and leadership teams We’re Looking for: • Senior-level professionals with 6-10+ years of experience • Entrepreneurs at heart—who want freedom, purpose, and results over red tape • Proven rainmakers or strategic leaders ready to grow a book of business • Mission-aligned individuals energized by innovation and impact • Confident collaborators who thrive in a cross-disciplinary, remote environment Ready to Lead Differently? Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your terms—with purpose and support—let’s talk. Apply directly or reach out via DM. __________________________________________________________________________________________________ For more information about the company please visit https://exemplarcompanies.com/ ADA STATEMENT • If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and email address, etc.]. • Exemplar will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. • Exemplar complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact [include name and/or department, telephone, and email address, etc.]. • Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of Exemplar to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for [Employer]. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. EQUAL OPPORTUNITY Exemplar is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone. Drawing on Exemplar’s integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism. Location BOTSTON, Massachusetts (Remote) Department Exemplar Capital Employment Type Contractor Minimum Experience Experienced Compensation Unique Compensation Model Apply tot his job Apply To this Job