Investment Banking Senior Analyst/Junior Associate - Private Capital Advisory (NYC)

Job Summary:

Under administrative direction, uses extensive knowledge and skills obtained through education and experience to work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions and financial advisory.  Analyst will contribute and generate ideas during the entire transaction process.�� Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed actions or decisions.  Leads large multiple projects with significant scope and impact.

Essential Duties and Responsibilities:

• Develops financial models to assess debt and equity financing alternatives for transactions

• Performs valuation methodologies comparative company analysis and discounted cash flow analysis on target companies.

• Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.

• Researches, analyzes, presents and documents drafting elements of a developing transaction.

• Develops client presentations.

• Participates in client meetings and calls.

• Follows general current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients.

• Maintains files related to active and prospective deals.

• Maintains group databases – Deal Database and Weekly Status Reports.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Fundamental concepts, practices and procedures of Investment Banking.

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Financial markets and products. 

Skill in:

• 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 equipments and using required software applications, including Microsoft Office and established databases.

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.

• Be proactive and demonstrate readiness and ability to initiate action.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in related field.

• Minimum of 2 years’ experience.

Licenses/Certifications:

• None required.