Builder Advisor Group (“BAG”) is seeking a highly motivated Analyst to play a meaningful role in the company’s expanding investment banking practice. Builder Advisor Group is a boutique investment bank that serves as the dedicated advisor to many of the nation’s largest and most successful homebuilders. BAG works closely with public and private homebuilding clients, offering expertise in M&A transactions, project & corporate-level capital solutions, and various strategic initiatives tailored to maximize the value of the business.
POSITION: Our team is looking for an Analyst for our Corte Madera, CA office (in-office requirement).
PRIMARY RESPONSIBILITIES: As an Analyst, you will provide critical support to our team in the analysis and execution of transactions for a broad group of public and private homebuilders and developers. Responsibilities will include:
• Building and maintaining financial models to evaluate client performance and potential transactions
• Assisting in valuation analyses across multiple methodologies
• Preparing client presentations, pitch materials, and transaction documents
• Conducting research on industry trends, market conditions, and competitive dynamics
• Supporting the team in M&A and capital-raising processes, including due diligence and data management
• Organizing and maintaining transaction-related documents and data rooms This role provides direct exposure to senior team members and client executives, offering excellent learning and career development opportunities.
REQUIRED BACKGROUND: Bachelor’s Degree in Finance, Accounting, Economics, or related field
• 0–2 years of work or internship experience in investment banking, corporate finance, accounting, or a related field
• Strong proficiency in Excel and financial analysis
• Excellent analytical, written, and verbal communication skills
• Demonstrated interest in finance and real estate
• Ability to manage multiple projects, meet deadlines, and thrive in a fast-paced environment
• Team-oriented, resourceful, and eager to learn
• Licenses (SIE, Series 7, Series 79, and/or Series 63) are preferred but not required