About The Position

Work directly with the TMT and Growth Equity senior bankers in our San Francisco and/or NYC office. Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals Conduct economic/financial research Evaluate company's financial performance compared to overall industry and market trends Build complex financial models for valuation purposes This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Requirements

  • Series 7, 79 and 63 licenses within your first 90 days.
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Ability to work under pressure in a rapidly changing environment in order to meet deadlines
  • Ability to coordinate closely with team members on our New York ECM desk

Responsibilities

  • Organizing and analyzing sophisticated financial data used in client proposals and strategic plans
  • Preparing written recommendations, valuation materials and statistical exhibits for pitches and live deals
  • Conducting economic/financial research
  • Evaluating company's financial performance compared to overall industry and market trends
  • Building complex financial models for valuation purposes
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