About This Role
This Investment Banking Analyst III position involves working with various financial products such as public and private debt and equity financings, mergers and acquisitions, and financial advisory. The role contributes to and generates ideas throughout the transaction process, working independently on complex assignments that require originality and ingenuity. The analyst will also lead multiple large projects with significant scope and impact.
Responsibilities
- 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
- Participate in client meetings and calls
- Follow general current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients
- Maintain files related to active and prospective deals
- Maintain group databases (Deal Database and Weekly Status Reports)
- Perform other duties and responsibilities as assigned
Requirements
- Extensive knowledge of fundamental concepts, practices, and procedures of Investment Banking
- Extensive knowledge of fundamental investment concepts, practices, and procedures used in the securities industry
- Extensive knowledge of financial markets and products
- Ability to communicate effectively, both orally and in writing
- Analytical skills sufficient to assess and explain events in the market
- Problem-solving skills and the ability to think independently sufficient to market ideas
- Operating standard office equipment and using required software applications, including Microsoft Office and established databases
- Ability to gather information, identify linkages and trends, and apply findings to reports
- Ability to attend to detail while maintaining a big picture orientation
- Ability to remain cognizant of our commitment to daily workflow and regulatory compliance during high-volume activity
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
- Ability to establish and maintain effective working relationships at all levels of the organization
- Ability to work independently as well as collaboratively within a team environment
- Ability to assume full responsibility and accountability for own actions
