Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate 5-8 years of relevant experience Bachelor's degree in Finance or closely related areas of Business Administration Master's degree in Business Administration Financial Institutions sector experience (Insurance) a plus. Experience in evaluating corporate transactions and structures Experience creating financial analyses Demonstrated problem solving and organizational skills Consistently demonstrates clear and concise written and verbal communication skills Experience assisting with client development Ability to work with teams and track business development (collect research, analyze industry trends) Series 79 and 63 licenses Bachelor's degree/University degree or equivalent experience
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Job Type
Full-time
Career Level
Mid Level