Investment Banking Analyst

About This Role

This role provides deep industry sector expertise and innovative thinking within a team-based approach to deliver world-class execution across a full suite of products to clients. The analyst collaborates to generate creative, client-focused solutions and supports deal teams in developing, presenting, and winning mandates.

Responsibilities

• Collaborate to generate creative, client-focused solutions to prospective and current clients
• Develop written internal and external marketing on pitch material
• Support deal teams in development, presentation, and winning mandates
• Seek to develop an understanding of client needs and outcomes
• Provide materials to support an outstanding client experience
• Identify opportunities for increased efficiency and improved service to internal and external clients
• Provide analytical findings to deal teams
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders
• Build effective relationships with internal/external stakeholders
• Ensure alignment between stakeholders
• Research and analyze company and industry financial and operating information
• Perform complex financial modeling and run valuation analysis as part of client/industry evaluations
• Create statistical exhibits and financial performance trend analysis for client presentations
• Prepare industry compilations
• Complete quality reports/analyses
• Apply technical concepts and understand implication of work to client/transaction
• Develop an understanding of and proficiency in using all required systems and models
• Participate in defining the communication plan designed to positively influence or change behavior
• Develop tailored messaging
• Identify appropriate distribution channels
• Provide feedback on, and support continuous improvement opportunities
• Integrate information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting
• Deliver financial modeling to support strategic recommendations to clients
• Consider risk, internal controls and compliance as part of day-to-day accountabilities and adhere to policies and procedures
• Think creatively and propose new solutions
• Exercise judgment to identify, diagnose, and solve problems within given rules
• Take measured risks while protecting the bank by applying the Risk Management Framework in the execution of the role, in line with the Risk Culture and within the approved Risk Appetite, making sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws and regulations