Analyst, Investment Banking

About the Role

The Analyst, Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities. This role involves conducting research, ongoing analysis, preparing supporting documentation, and assisting in due diligence efforts on transactions.

Depth & Scope

• Works within a deal team under the overall direction of a senior officer.
• Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities.
• Assists in valuations of private and public companies.
• Performs basic to intermediate financial modeling in Excel.
• Provides input to external client proposals and internal underwriting memos.
• Assists in the preparation of client presentations.
• Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank.
• Maintains confidentiality of client information.

Requirements & Tech Stack

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.
• Series 7, 79, and 63.
• Excel for financial modeling.

Physical Requirements

• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Sitting – Continuous
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous
• Domestic Travel – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Squatting – Occasional
• Bending – Occasional
• Reaching forward – Occasional
• Responding quickly to sounds – Occasional