Analyst

Job Title: Analyst

Division: MS Capital

Location: Orange County, CA

About MS Capital

MS Capital is a boutique investment bank and part of Marshall & Stevens, a valuation and advisory firm founded in 1932. MS Capital advises clients on mergers and acquisitions, divestitures, capital markets, and corporate finance matters, with a strong focus on sell-side transactions. Through its connection to Marshall & Stevens, MS Capital combines hands-on transaction execution with access to deep valuation expertise and industry insight.

What This Role Will Do

MS Capital is seeking a highly motivated Investment Banking Analyst to support the execution of middle-market M&A and strategic advisory engagements. This role is ideal for a recent graduate or early-career finance professional who wants meaningful exposure to live transactions, financial analysis, valuation, and client deliverables in a collaborative boutique environment.

The Analyst will play an integral role in evaluating opportunities, preparing client-facing materials, conducting financial analyses, and supporting transaction execution from initial marketing through close. This position offers the opportunity to work closely with senior bankers and gain broad exposure to sell-side advisory assignments.

Key Responsibilities

• Evaluate prospective clients and transaction opportunities through industry research, company analysis, valuation review, and business development support.
• Build and maintain detailed financial models, including DCF, comparable company, precedent transaction, and LBO analyses.
• Prepare pitch books, management presentations, teasers, confidential information memoranda, and other client-facing marketing materials.
• Support live transaction execution, including due diligence coordination, virtual data room management, buyer outreach support, and process tracking.
• Conduct industry, market, and company-specific research to support strategic positioning and transaction recommendations.
• Assist with preparation of client deliverables, internal memoranda, valuation analyses, and ad hoc financial presentations.
• Track relevant market trends, macroeconomic developments, and comparable M&A activity.
• Coordinate with senior bankers, clients, legal counsel, accounting advisors, and other third parties throughout the transaction lifecycle.
• Maintain high standards of analytical rigor, attention to detail, and responsiveness across multiple concurrent projects.
  
  

What Makes You Successful In This Role

• Bachelor’s degree with a strong academic record, preferably in finance, accounting, economics, mathematics, or a related field.
• 0 to 2 years of relevant experience in investment banking, valuation, transaction advisory, consulting, public accounting, or other finance-intensive roles.
• Prior internship experience in investment banking, valuation, corporate finance, private equity, or transaction services strongly preferred.
• Strong understanding of financial statements, valuation methodologies, and corporate finance fundamentals.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to synthesize financial and qualitative information into clear, accurate, and compelling analyses.
• Strong written and verbal communication skills.
• Demonstrated attention to detail, sound judgment, and a high level of professionalism.
• Ability to manage multiple workstreams under tight deadlines in a fast-paced environment.
• Intellectual curiosity, initiative, accountability, and a strong team-first mindset.
  
  

Why You’ll Love It Here

Marshall & Stevens is not just a place to work—it's a place to grow, innovate, and make a difference. As we continue to expand, you’ll have the opportunity to be part of a dynamic team that is shaping the future of the valuation and advisory services industry. If you’re ready to make a significant impact, we’d love to hear from you!

Interested in Applying?

Please submit your application through our career center portal .