Global Banking & Markets - Dallas - Associate, Banking Analysis – 10263874

Responsibilities

• Conduct detailed financial analysis on individual, public, and privately held companies to assess investment opportunities, focusing either on specific client coverage within an industry or geographic area, or within the broader financing group.
• Review and analyze financial reports, statements, budgets, forecasts and other financial information, systems of internal controls and procedures, auditing, accounting, and financial reporting processes.
• Research and develop expertise around various trends, themes and business models across healthcare and various other industry sectors.
• Produce presentation materials for investment discussions, market landscape decks, client pitches, M&A pitches, and IPO pitches.
• Oversee and manage analysts on a day-to-day basis, ensuring proper training, cross-team collaboration, and completion of their daily tasks.
• Provide subject matter expertise for Healthcare industry bankers and screen for target companies.
• Oversee Vendor Risk Operations and maintain strategic relationships with external vendors, ensuring adherence to compliance standards, operational excellence, and alignment with investment banking objectives.

Requirements

Master's degree (U.S. or foreign equivalent) in Business Administration, Data Science, Economics, Finance, or related field and one (1) year of experience in the job offered or a related role OR Bachelor's degree (U.S. or foreign equivalent) in Business Administration, Data Science, Economics, Finance, or related field and three (3) years of experience in the job offered or a related role.

Prior employment must include one (1) year of experience (with a Master's degree) OR three (3) years of experience (with a Bachelor's degree) with:

• Analyzing company data, including strategic operating plans, documentation of live transactions, regulatory filings, annual reports, and other public disclosures.
• Producing client reports using market data analyses, leveraging electronic data sources including Bloomberg and S&P Capital IQ.
• Developing and reviewing financial models including operating models, M&A, DCF, or LBO, operational and financial benchmarking, broker analysis, premia analyses, and regression.
• Leveraging market data applications and Microsoft Excel to track volumes, workflow management, and projects, including utilizing Pivot tables to manage large datasets and V-lookups to minimize manual processes and efficiently manage risk.
• Leveraging various drug and healthcare specific databases including BioMedTracker and BioCentury when working alongside bankers to aid in the creation of company valuations, benchmarking various drug launches, and benchmarking drug sales on client materials.

Skills

• Financial modeling: operating models, M&A, DCF, LBO
• Valuation techniques: operational and financial benchmarking, broker analysis, premia analyses, regression
• Data sources: Bloomberg, S&P Capital IQ, BioMedTracker, BioCentury
• Advanced Excel: Pivot tables, V-lookups, large dataset management, workflow automation
• Financial analysis: company data, regulatory filings, annual reports, public disclosures
• Presentation development: investment discussions, market landscape decks, client pitches, M&A and IPO pitches
• Team management: analyst oversight, training, cross-team collaboration
• Vendor risk management and compliance
• Healthcare industry expertise