Analyst, Investment Banking
About The Position
Responsible for performing financial and valuation analysis, resolving complex financial and accounting issues, advanced modeling, due diligence, drafting client presentation materials, execution of live transactions, and assistance with new business development. Coordination of various processes, including capital raises and advisory transactions. Preparation of offering memoranda, proposals and other written materials for meetings with clients. Perform research, various analyses and/or financial modeling in support of new business generation and transaction execution. Organize and participate in marketing and client meetings. Lead and participate in drafting sessions for underwriting assignments. Conduct industry and company-specific due diligence related to transactions. Collaborate with corporate clients, private equity firms and senior bankers.
Requirements
- Bachelor’s degree or foreign equivalent in Finance, Economics, Business, or a related field
- One (1) year of experience in financial or capital oriented analytical role at a financial institution
- Experience driving initiatives or transactions to optimize a bank’s consolidated capital usage and align with profitability (ROE) objectives
- Experience with U.S. regulatory requirements for financial institutions, inclusive of Basel rules and CCAR/DFAST, and ability to assess the impact of potential transactions and strategic deals on a bank’s capital adequacy, RWA, and capital stress testing results
- Experience with liquidity and funding risks across a bank’s balance sheet and ability to assess potential liquidity / funding implications of potential advisory transactions
- Experience with bank’s funding strategies, including attracting deposits and optimizing the bank’s capital structure to support due diligence process for advisory engagements
- Experience with S&P Capital IQ to build financial models for banks and other financial institutions
- Experience drafting formal procedures / policies to support investment banking due diligence process, such as drafting of information memoranda, and other transaction-related materials for advisory engagements
Responsibilities
- Performing financial and valuation analysis
- Resolving complex financial and accounting issues
- Advanced modeling
- Due diligence
- Drafting client presentation materials
- Execution of live transactions
- Assistance with new business development
- Coordination of various processes, including capital raises and advisory transactions
- Preparation of offering memoranda, proposals and other written materials for meetings with clients
- Perform research, various analyses and/or financial modeling in support of new business generation and transaction execution
- Organize and participate in marketing and client meetings
- Lead and participate in drafting sessions for underwriting assignments
- Conduct industry and company-specific due diligence related to transactions
- Collaborate with corporate clients, private equity firms and senior bankers
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
