Global Banking & Markets- New York- Associate, Banker-Industry/Country Coverage- 9872379
About The Position
This role involves creating and analyzing financial models, organizing and preparing client presentations, overseeing transaction processes, and assisting in structuring transactions primarily for companies in the Industrials sector. The position requires developing financial models, performing customized company valuation analysis, and assisting with mergers and acquisitions (M&A) transactions and fixed income and equity issuances. Responsibilities include organizing and preparing presentations on industry trends, assessing client situations to provide financial advice, and recommending strategies to meet client goals. The role also entails conducting detailed financial analysis on companies to assess investment opportunities, coordinating with tax advisors, attorneys, and bankers, leading due diligence processes, participating in negotiations of legal documentation, and engaging with management to build relationships and gather information.
Requirements
- Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Computer Science, Mathematics, Business Administration, or related field
- Two (2) years of experience in job offered or a related role
- Two (2) years of experience with developing and reviewing financial models including operating models, M&A, discounted cash flow, or leveraged buyouts
- Two (2) years of experience producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet, or Capital IQ
- Two (2) years of experience analyzing company data, including strategic operating plans, documentation of live transactions, regulatory filings, annual reports, and other public disclosures
- Two (2) years of experience performing credit analysis, including analyzing a company’s financial position, evaluating historical cashflow, assessing the maturity profile of total borrowings and the ability to refinance in the future
- Two (2) years of experience executing debt and equity financing (including IPO) transactions, and public and private M&A (buyside and sell-side) transactions
- Two (2) years of experience presenting to senior management and board members on corporate strategy and financing alternatives
Responsibilities
- Create and analyze financial models
- Organize and prepare client presentations
- Oversee transaction processes
- Assist in structuring transactions primarily for companies in the Industrials sector
- Develop financial models
- Perform customized company valuation analysis
- Assist with mergers and acquisitions (M&A) transactions and fixed income and equity issuances
- Organize and prepare presentations explaining industry trends
- Assess clients' situations to provide the necessary financial advice
- Recommend strategies to meet client goals
- Conduct detailed financial analysis on individual, public, and privately held companies to assess investment opportunities, focusing on companies in the Industrials sector
- Coordinate with teams of tax advisors, attorneys, and bankers for various transactions
- Lead due diligence processes
- Actively participate in the negotiations of legal documentation
- Engage with management at companies to build relationships and coordinate information requests needed for analysis
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
