Analyst, IB, Financial Institutions Group

Purpose

Responsible for executing on a broad range of transactions. Responsible for preparing client presentations and financial modeling. Work closely with the Associates/Associate Directors to support the Directors/MDs in managing client relationships in the industry sector. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Evaluating and analyzing the financial needs of corporate clients
• Creating marketing materials and presentations
• Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
• Identifying and developing business opportunities with clients
• Performing comprehensive financial statement analysis and creating and maintaining models
• Collecting, consolidating, and interpreting company and industry data
• Financial and written analysis of companies and industries
• Applying product and capital markets knowledge to help clients achieve their financial objectives

What You'll Bring

• 0-2 years’ work experience in Investment Banking
• Bachelors or Masters Degree in Business, Finance, Math, Engineering, Economics, Science or Technology
• Strong quantitative skills focused on financial analysis, accounting and financial theory
• Strong written and verbal communication skills
• Excellent command of Microsoft Suite, with an emphasis on Excel
• A high level of attention to detail
• A high level of energy and a keen desire to learn new concepts
• Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities

Location

United States : New York : New York City