Investment Banking Analyst II/III (Capital Structure Advisory)

About the Role

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public and private issuance of stock. Work on every aspect of the transaction process, including participating in drafting sessions, new business proposals, and due diligence meetings.

Responsibilities

• Conduct research using primary data sources and select information needed for the analysis of key themes and trends.
• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure compliance with regulations and good financial practice.
• Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
• Advise managers on applying a wide variety of existing procedures and precedents.
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies, referring issues to others where necessary for interpretation.
• Edit documents in line with organizational style guidelines and prepare information for publication.
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant.
• Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Analyze specific problems and issues to find the best solutions, which could be technical or professional in nature.
• Develop short- or medium-term work schedules to achieve planned commitments; approve overtime or use additional resources as needed.
• Explore issues or needs, establishing potential causes and barriers, as well as related issues.
• Support internal customers or help senior colleagues manage internal client relationships.
• Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance (Required).
• 13 months to 3 years of general work experience.

Skills

• Applies comprehensive knowledge to act independently while providing guidance and training to others on clear and effective verbal communication.
• Analyzes data trends for use in reports to help guide decision-making without supervision and provides technical guidance when required.
• Supports business processes with a comprehensive understanding and effective use of standard office equipment and software packages, while providing guidance and training to others.
• Develops, monitors, interprets, and understands policies and procedures, ensuring they align with organizational strategies and objectives.
• Develops appropriate plans or performs necessary actions based on recommendations and requirements without supervision.
• Analyzes data from multiple sources to draw conclusions and make suitable recommendations without supervision.
• Ensures full compliance with applicable rules and regulations in management and/or operations.
• Plans, organizes, prioritizes, and oversees activities to efficiently meet business objectives.
• Interprets and applies knowledge of laws, regulations, and policies in area of expertise.
• Manages client accounts to provide benefits for both the organization and its clients.
• Analyzes potential solutions and creates recommendations based on expected benefits, costs, and overall value for key stakeholders.
• Conducts research and analyzes data to develop a comprehensive understanding of customer and market conditions for maximum return on investments.
• Acquires, organizes, protects, and processes data to fulfill business objectives.
• Envisions and documents the future state of processes and products by identifying solution scope, potential value, and necessary changes.
• Communicates clearly, concisely, and compellingly without supervision.
• Interprets, contributes to, or leads business case creation to quantify costs, justify project investment, and identify return on investment.
• Explores the depth and breadth of a problem, drawing out implications and helping clients self-discover the value of a solution.
• Uncovers clients’ explicit needs and unforeseen opportunities and challenges.
• Understands business context, needs, rules, architecture, and organizational structure to document current processes.
• Conducts gap analysis between current and future states to identify components of the overall change strategy.
• Orients the organization around delivering to the key needs of customers.

Pay

Salary range: $75,000.00 - $125,000.00.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status.

Schedule

• Travel: Less than 25%.
• Workstyle: Resident.