Office Location(s)

  • Boston, MA
  • Cleveland, OH

Analysts work on deal teams originating and executing a wide variety of advisory and capital raising engagements. Primary responsibilities include financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including offering memoranda, management presentations, fairness opinions, strategic alternatives assessments, and client presentations. Analysts interact daily with senior bankers as well as clients, prospects, financing sources, attorneys and accountants. Additionally, Analysts at BellMark Partners are typically given more responsibility, client exposure, and senior banker attention than junior bankers at larger investment banks due to its entrepreneurial, boutique investment banking culture.


  • Undergraduate degree in Economics, Finance or Accounting, min. GPA of 3.3 is preferred
  • 2021 graduate or one to two years of relevant experience
  • Series 79 (or Series 7) and Series 63 certified, or willingness to sit and pass exams promptly
  • Excellent interpersonal, presentation, quantitative, and writing skills
  • Demonstrated team player through sports, extracurricular, and/or community activities


  • Competitive salary plus incentive-based compensation
  • Healthcare and 401k program

About BellMark Partners, LLC

BellMark Partners, LLC with offices in Boston and Cleveland, is an independent investment banking firm focused on providing M&A advisory and investment banking services to middle market companies primarily across the Business & Technology Services, Consumer, Industrials, and Healthcare industries. BellMark Partners provides advice to family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies. Our range of services includes M&A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and raising capital for growth, acquisitions, recapitalizations, buyouts, and general corporate purposes. For more information, please visit our website at