Analyst, Investment Banking
Core
Performing financial and valuation analysis, advanced modeling, due diligence, and drafting client presentation materials to support live transactions and new business development.
Role type
Investment Banking Analyst
Builds
Offering memoranda, proposals, and financial models for capital raises and advisory transactions
Domain
Investment Banking / Financial Services
Deliverable
client delivery
Required skills
financial modeling, due diligence, valuation analysis, regulatory compliance (Basel, CCAR/DFAST), liquidity and funding risk assessment, capital structure optimization
Preferred skills
experience with S&P Capital IQ, drafting formal procedures and policies
Technologies
S&P Capital IQ
Responsibilities
Perform financial and valuation analysis, execute live transactions, conduct industry and company-specific due diligence, organize client meetings, lead drafting sessions for underwriting assignments
Seniority
Entry-level Analyst