About The Position

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

Requirements

  • 5-8 years of relevant experience
  • Bachelor's degree in Finance or closely related areas of Business Administration
  • Master's degree in Business Administration
  • 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

Nice To Haves

  • Financial Institutions sector experience (Insurance) a plus.

Responsibilities

  • Enhance M&A execution and capital raising capabilities
  • Manage and mentor analysts by providing detailed guidance and feedback
  • Manage information flow
  • Provide credit and exposure information to analyst
  • Evaluating corporate transactions and structures
  • Creating financial analyses
  • Assisting with client development
  • Work with teams and track business development (collect research, analyze industry trends)
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