Investments Analyst

    • Job Tracking ID: 512264-692759
    • Job Location: Chicago, IL
      San Francisco, CA
    • Job Level: Any
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: July 11, 2019
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

Ocean Tomo’s Investments practice, together with its broker-dealer subsidiary Ocean Tomo Investment Group, LLC, provides intellectual property ("IP") rich companies with holistic corporate advisory and investment banking services. Our services fill a void in traditional banking by integrating our valuation expertise with best-in-class advisory and monetization services for intangible assets - the economy’s largest asset class benefiting from the significant experience and specific expertise which Ocean Tomo provides. We are seeking an experienced Investments Analyst to join us in the Chicago office. The Analyst will work closely with the Investments Team focusing on the daily management of investment engagements, including client contact, financial analyses and modeling, market research, and preparation of various reports and marketing collateral.

Responsibilities may include:

  • Performing market, industry, company, and technology research
  • Analyzing client-provided documents, reports, and data
  • Meeting and coordinating with clients to collect information for reports and analyses
  • Synthesizing research information used
  • Developing and reviewing financial models
  • Assisting in preparing written reports and presentations for senior level review
  • Creating collateral used to present sales and investment opportunities to operating companies and institutional investors
  • Assisting senior management team in managing existing opportunities, as well as developing new initiatives

Our Investments Team routinely works with companies to engineer IP-based transactions across the liquidity and risk-return spectra. Through our network of institutional investors, hedge funds, and private equity investors we work with corporations, research institutions, and entrepreneurs large and small to maximize value for intangible assets.

Ocean Tomo has served as a trusted advisor on some of the largest IP transactions in history and have a reputation for creating long-standing relationships with businesses of all sizes. We have successfully completed hundreds of transactions with a cumulative transaction value in excess of $750 million. Additionally, we have completed over 750 engagements involving intangible assets worth more than $10 billion, including 250 valuation engagements and 300 financial damages expert testimony engagements.

Experience and Skills:


  • BS in economics, finance or accounting; GPA 3.5 or above
  • At least one year of experience in investment banking or consulting
  • Thorough understanding of financial statements, accounting techniques and M&A sale processes
  • Motivated self-starter with high attention to detail and quality control
  • Significant experience developing complex financial models, conducting independent research, and drafting reports and presentations
  • Effective written and verbal communication skills
  • Active FINRA Series 7, 63, and/or 79 certifications a plus