Consumer Investment Banking Associate - Charlotte

Job Description

Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.

Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.

Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.

Participate in formulating the strategy to manage net present value (NPV) analysis on candidates (product pipeline).

Support to prioritize and close key deals of strategic and/or financial significance for the company.

Skills

Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.

Develop financial and economic models for financial planning or monitoring purposes.

Estimate and manage the effort and finances to complete the work within budget.

Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.

Required Licenses

• SIE
• Series 63
• Series 79

Education

• Bachelor’s (Required)

Work Experience

• General Experience – 10 to 15 years

Certifications

• s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA)
• s79 - Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA)
• SERVICES - Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Workstyle

Resident

Total Compensation

• Includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retail savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Behavioral Expectations

• Develop
• Collaborate
• Decide
• Deliver
• Improve

Company Culture

• Client-first
• Integrity
• Independence
• Conservative, long-term view

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.