Corporate Client Coverage Analyst

YOUR RESPONSIBILITIES:  

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.  

• Build and understand complex financial models. 

• Perform complex financial analysis with minimal oversight. 

• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant presentations to support the effort of the team. 

• Work well as part of a team in a high stress environment. 

• Develop good working relationships with peers and seniors in Credit, Capital Markets and the rest of the organization. 

• Manage priorities while working on a number of high priority opportunities simultaneously. 

• Complete basic credit and corporate finance overview and analysis independently. 

• Serve as support to the Managing Directors and be capable of making internal and external software programs. 

• Provide support to partnering businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with business partners to provide those products and services to clients. 

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. 

REQUIRED SKILLS: 

Qualified candidates will bring emerging professional proficiency, generally acquired through 0–2 years of relevant work or internship experience in finance, accounting, or a related field. 

• Strong analytical and quantitative skills, with the ability to interpret financial data and trends. 

• Proficiency in Microsoft Excel and PowerPoint for financial modeling and presentation development. 

• Effective communication skills, both written and verbal, with the ability to convey complex information clearly. 

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment. 

• Strong attention to detail and organizational skills. 

• Ability to work collaboratively within a team and independently when needed. 

• Ability to obtain and maintain required securities licenses in accordance with company policy.  

SKILLS FOR SUCCESS: 

Successful candidates will demonstrate a higher degree of proficiency across the following areas: 

• Financial Modeling: Ability to build and interpret complex financial models to su