Investment Banking Senior Analyst - Industrials
About The Position
The Investment Banking Senior Analyst is an intermediate-level position supporting clients with capital raising and strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The role also serves as an intermediary in trading for clients. Its overall objective is to advise clients strategically by formulating investment strategies and raising capital. The Senior Analyst works with senior Banking, Capital Markets and Advisory officers and professionals as a junior member of the Investment Banking team on client transactions, projects, and assignments. The role involves analyzing financial data, preparing client materials and recommendations, conducting research, evaluating company performance, and building valuation models. Other job-related duties may be assigned as required.
Requirements
- 2–5 years of relevant experience.
- Series 79 and 63 licenses.
- Consistently demonstrate clear and concise written and verbal communication skills.
- Ability to work under pressure in a rapidly changing environment to meet deadlines.
- Bachelor's degree, university degree, or equivalent experience.
Responsibilities
- Work with senior Banking, Capital Markets and Advisory officers and professionals on client transactions, projects, or assignments as a junior member of the Investment Banking team.
- Organize and analyze sophisticated financial data for client proposals and strategic plans.
- Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
- Conduct economic and financial research.
- Evaluate a company's financial performance in comparison with industry and market trends.
- Build complex financial models for valuation purposes.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
