Investment Banking & Capital Markets – Banker – Financial Institutions Group (FIG) Analyst
Core
Support execution of live M&A and capital markets transactions for large-cap and mid-cap corporates and financial sponsors in the Financial Institutions Group (FIG) verticals.
Role type
Analyst, Investment Banking & Capital Markets
Builds
M&A and capital-raising services for large-cap and mid-cap corporates and financial sponsors
Domain
Financial Services / Investment Banking
Required skills
Financial modeling, Valuation analysis, M&A transaction support, Capital markets transaction support, Financial analysis, Deal execution support, Marketing material preparation, Client interaction reporting
Preferred skills
Series 79 and 63 licensing, FIG industry background (Asset Management, Banks, FinTech, InsurTech), Advanced degree
Technologies
Financial modeling tools, Valuation software
Responsibilities
Prepare detailed memoranda and presentations for live transactions, Analyze key attributes of client companies, Develop and apply advanced financial analyses and models, Issue final reports of client interactions to senior management
Seniority
Analyst, entry-level IC