About The Position

The Analyst Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities. Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions. This is an experienced working professional level role providing a broad range of support to the team. Works within a deal team under the overall direction of a senior officer. Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities. Assists in valuations of private and public companies. Performs basic to intermediate financial modeling in Excel. Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above. Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank. Maintains confidentiality of client information.

Requirements

  • Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
  • Series 7, 79 and 63
  • 0-3 years of related experience

Responsibilities

  • Provides specialized financial and statistical analysis on a broad range of marketing and execution activities.
  • Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions.
  • Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities.
  • Assists in valuations of private and public companies.
  • Performs basic to intermediate financial modeling in Excel.
  • Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above.
  • Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank.
  • Maintains confidentiality of client information.

Benefits

  • health and well-being benefits
  • savings and retirement programs
  • paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
  • banking benefits and discounts
  • career development
  • reward and recognition
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