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Form of workJob Summary
Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Associates are expected to work on every aspect of the transaction process and mentor / manage Analysts.
Essential Duties and Responsibilities
Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.
Prepares and delivers standard and tailored presentations and pitches to clients.
Produces factual and accurate information that's presented to the client.
Provide management support to analyst bankers through training, mentoring and evaluating performance potential.
Seeks opportunities for development through the job itself, through special assignments, training, or external activities.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
Concepts, practices and procedures of Investment Banking.
Investment concepts, practices and procedures used in the securities industry.
Concepts, practices and procedures of Tax and Accounting.
Financial markets and products.
Skill in
Analyzing and interpreting financial statements.
Analytical skills sufficient to assess and explain events in the market.
Problem solving skills and the ability to think independently sufficient to market ideas.
Defining high standards of quality and evaluate products, services, and own performance against those standards.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
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.
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.
Prepare and deliver clear, effective and professional presentations.
Be proactive and demonstrate readiness and ability to initiate action.
Lead the work of other and provide training, coaching and mentoring.
Interpret and apply policies and identify and recommend changes as appropriate.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
Educational/Previous Experience Requirements
Bachelor's Degree in related field and a minimum of three (3) years of experience in Investment Banking.
MBA Degree with experience in Investment Banking Preferred.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
FINRA Series 7 or 79 License.
FINRA Series 63 or the ability to obtain within six (6) months of hire.
