Global Banking & Markets - New York - Associate, Banker - Industry/Country Coverage -10129861

Job Duties

• Conduct detailed financial analysis on individual, public, and/or privately held companies to assess investment opportunities.
• Review financial reports, statements, budgets, forecasts and other financial information, systems of internal controls and procedures, auditing, accounting, and financial reporting processes.
• Design custom reports to assist Firm’s investment committee and/or portfolio companies in making investment decisions by outlining the considerations and risks of a particular investment including historical performance and future expectations.
• Engage with management at companies to build relationships and coordinate information requests needed for analysis.
• Aid in ongoing investment or portfolio management duties, including quarterly valuations, assessing needs for future capital, helping with business development, and/or serving on boards and assessing exit opportunities.
• Research and develop expertise around various trends, themes and business models across financial technology.
• Produce presentation materials for investment discussions.

Job Requirements

• Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a relevant field and one (1) year of experience in the job offered or a related investment banking position.
• Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a relevant field and three (3) years of experience in the job offered or a related investment banking position.
• Prior employment must include one (1) year of experience (with a Master’s) OR three (3) years of experience (with a Bachelor’s) with:
• Developing & reviewing financial models including operating models, M&A, DCF or LBO;
• Producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet or Capital IQ;
• Analyzing company data, including strategic operating plans, documentation of live transactions, regulatory filings, annual reports & other public disclosures;
• Performing credit analysis, including analyzing a company’s financial position, evaluating historical cashflow, assessing the maturity profile of total borrowings and the ability to refinance in the future;
• Executing debt and equity financing (including IPO) transactions, and public & private M&A (buyside and sell-side) transactions;
• Liaising with rating agencies and capital market specialists in connection with the structuring, pricing and distribution of structured notes and asset-backed loans;
• Presenting to senior management and board members on corporate strategy and financing alternatives;
• Leveraging market data applications and Microsoft Excel to track volumes, workflow, and projects, including utilizing Pivot tables to manage large datasets, and V-lookups to minimize manual processes and efficiently manage risk.

Pay

Salary Range: Annual base salary for this New York, New York-based position is $175,000 - $203,000.