Product Specialist Inst. Sales IC6
Core
Researches, analyzes, and prepares support documents and client presentation materials for the CIB Institutional Sales team.
Role type
Product Specialist, Institutional Sales
Builds
Offering memoranda, engagement letters, complex financial models, and client presentation materials
Domain
Financial Services / Institutional Sales
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, operational analysis, competitive analysis, industry analysis, transaction due diligence, compliance adherence, complex financial modeling, market data research
Preferred skills
Financial services industry experience
Technologies
Microsoft Excel, Microsoft Word
Responsibilities
Write offering memoranda and engagement letters; Analyze companies from financial, operational, competitive, and industry standpoints; Build complex financial models; Perform transaction due diligence; Ensure compliance with policy, legal, and federal regulations; Research and analyze industries and market data