CIB CPS Sales Analyst
Core
Researches, analyzes, and prepares support documents and client presentation materials for the CIB Institutional Sales team.
Role type
Senior IC CIB Sales Analyst
Builds
Offering memoranda, engagement letters, complex financial models, and client presentation materials
Domain
Financial Services / Investment Banking
Deliverable
product features
Required skills
Financial analysis, complex financial modeling, transaction due diligence, industry research, compliance adherence, Microsoft Excel
Preferred skills
Financial services industry experience, product development knowledge
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
Seniority
Mid-Senior, hands-on IC