Perform financial analyses to support advisory transactions and highlight key takeaways
Develop working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives
Lead diligence, research, analysis and documentation of potential and live transactions
Lead development of relevant marketing memoranda, diligence exhibits and transaction artifacts
Anticipate potential deal challenges and elevate concerns through to team members in real time
Drive creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm
Actively participate in client meetings and drafting sessions
Identify improvements to processes and propose solutions to complete group tasks more efficiently
Lean into client relationships through C-Suite level exposure
Apply understanding of macro factors related to client sectors and investment banking
Conduct “on the job” training, providing continuous, constructive feedback with goal of improving quality of analyst and intern work product
Actively participate in recruiting and training activities

Bachelor’s Degree required
1-3 years of prior investment banking or equivalent M&A experience
Sell-side advisory experience a plus
SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Commitment to meet the demands of high volume and high-end client services
Capable of balancing and managing multiple priorities simultaneously
Effective communicator – verbal, written and virtual
Highly organized project manager capable of thriving in high velocity environments
Agile leader that can exercise sound judgement under pressure
Curious and resourceful businessperson with strong understanding of accounting and finance
Mature teammate with the ability to develop relationships with senior-level colleagues and clients
Demonstrable proficiency with Microsoft Excel, PowerPoint and Outlook

Experienced Analyst – Investment Banking, Global Services

Key skills