At Coconut 🥥, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins. Clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for top talent to fill the role below:

Role: Investment Banking Analyst

Monthly Rate: $3350

Availability: Full-time - 40 hours/week

Time Zone: PST

==================================================

To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form.

What to Prepare:

1️⃣ English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check.

2️⃣ Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️

3️⃣ 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification.

Requirements

Experience Needed/Responsibilities:

- Background in investment banking, private credit, commercial banking, corporate finance, lending, transaction advisory, private equity, venture capital, or financial analysis

- Support private capital transactions end-to-end — from initial company assessment through investor outreach, due diligence, term sheet analysis, and closing

- Focus on debt placement for growth-stage and lower-middle-market companies, plus exposure to private market secondaries and liquidity solutions

- Build and maintain financial models (historical analysis, projections, liquidity forecasts, debt capacity, transaction scenarios)

- Analyze financial statements, operating models, capitalization tables, debt schedules, and KPIs

- Prepare transaction and marketing materials (CIMs, lender presentations, executive summaries, company profiles)

- Research and match capital providers (banks, private credit funds, venture lenders, asset-based lenders, family offices) to each company's profile

- Manage virtual data rooms, diligence request lists, process trackers, and closing checklists

- Comfortable engaging directly with clients on calls — not just model-building

- Also expected to cover presentations support and marketing materials for Axis Group Ventures

Good to have:

- Series 7 and 63 licenses (Rainmaker Securities would need to sponsor; researching international equivalents for offshore candidates)

- Experience building or reviewing financial models

- Familiarity with credit analysis, debt structures, cap tables, or private company valuation

- Experience with CRM platforms, virtual data rooms, financial databases, or investor research tools

- Understanding of venture-backed / recurring-revenue / lower-middle-market companies or specialty finance

- Prior experience working directly with senior executives, investors, lenders, or transaction professionals

Non-negotiable Requirements:

- Banking, lending, or corporate finance experience

- Self-motivated — able to take initiative and take ownership without constant direction

Industry/Tools Experience:

- Investment banking / private capital (debt placement, private credit, secondaries)

- Strong Microsoft Excel and PowerPoint

- HubSpot / CRM platforms, virtual data rooms, financial databases

Benefits

We’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community! ✨

✅ Competitive Salary – We recognize your skills and experience with a great compensation package.
✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?

✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year.
✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.

✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.
✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.

✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!

✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

Some benefits may vary. Full details will be provided during the onboarding process.