About The Position

Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate

Requirements

  • 5-8 years of relevant experience
  • Bachelor's degree in Finance or closely related areas of Business Administration
  • Master's degree in Business Administration
  • Experience in evaluating corporate transactions and structures
  • Experience creating financial analyses
  • Demonstrated problem solving and organizational skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience assisting with client development
  • Ability to work with teams and track business development (collect research, analyze industry trends)
  • Series 79 and 63 licenses
  • Bachelor's degree/University degree or equivalent experience
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