Banking Analyst Jobs

About The Position

Requirements

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
• Bachelor’s Degree (B.A.) in a related discipline.
• Fundamental concepts, practices, and procedures of Investment Banking.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Communicating effectively, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem solving.
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases.
• Gather information, identify linkages and trends, and apply findings to reports.
• Attend to detail while maintaining a big picture orientation.
• Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
• Think independently in order to market ideas.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Establish and maintain effective working relationships at all levels of the organization.
• Work independently as well as collaboratively within a team environment.
• Assume full responsibility and accountability for own actions.
• Demonstrate uncompromising adherence to ethical principles.
• Be proactive and demonstrate readiness and ability to initiate action.

Nice To Haves

• Internship experience in a related field preferred.
• Securities Industry Essentials (SIE) examination
• Series 63
• Series 79
• Series 7

Responsibilities

• Formulate new business proposals.
• Develop company forecasts and valuations.
• Evaluate merger and acquisition scenarios.
• Prepare documents related to the public and private issuance of stock.
• Work on every aspect of the transaction process, including participating in drafting sessions, new business proposals, and due diligence meetings.
• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies: comparative company analysis and discounted cash flow analysis on target companies.
• Provide valuable input to equity offerings, valuations, private placements, and mergers and acquisitions advisories.
• Research, analyze, present, and document drafting elements of a developing transaction.
• Develop client presentations.
• Follow current events in respective industry groups to keep Bankers informed about critical issues relevant to current and prospective clients.
• Maintain files related to active and prospective deals.
• Assist with recruiting and training new Analysts and Interns.
• Maintain group databases.
• Perform other duties and responsibilities as assigned.

Benefits

• medical
• dental
• vision
• life insurance
• critical illness insurance
• accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave