Investment Banking Analyst - Fintech

Responsibilities

• Prepare financial analyses and models – specifically company valuations
• Prepare company profiles, and more detailed memoranda and presentations describing the key attributes of client companies and acquisition opportunities
• Research potential buyers / investors / targets / opportunities
• Contribute to, and help develop ideas for, potential transactions
• Be proactively involved in every phase of the deal process
• Perform and present ad hoc research to support generation of new business opportunities
• Cook with internal functions to obtain all required approvals for the execution of transactions
• Understand product and market dynamics through comparables and markets analysis
• Perform credit analysis and preparation of credit applications
• Keep up with industry trends

Requirements

• Strong analytical skills
• Knowledge of corporate finance valuation and financial accounting concepts
• Strong interpersonal skills and ability to work well in teams
• Excellent written and verbal communication skills
• Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task
• SIE, Series 7/79 and Series 63 certifications (if not already obtained, must complete within five months of hire)

Technical Skills

• Proficient in Microsoft Excel, PowerPoint and Word

Prior Work Experience

• Less than 1 year of Investment Banking experience including participation in formal summer analyst programs

Education

• Bachelors Degree from a top-tier university (preferably in Economics, Accounting, or Finance)

Benefits

• Base salary range does not include overtime pay, bonus and/or other benefits, where applicable.
• Actual base salary offer will vary based on skills and experience.
• The role is eligible for an annual discretionary bonus
• Includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.