About The Position

We are currently seeking an Analyst to join our Financial Institutions Investment Banking practice in New York. The day-to-day responsibilities of an Analyst include: financial analysis and modeling, preparing client presentations and interacting with senior bankers and clients. This is an experienced working professional level role providing a broad range of support to the team.

Requirements

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

Responsibilities

  • 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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