Essential Duties and Responsibilities:

  • Work as an integral part of the Investment Banking Team in executing all facets of the deal process.
  • Financial analysis and valuation work.
  • Strategic and financial research.
  • Complex financial modeling
  • Preparation of materials used in the sale, acquisition and/or financing of our clients
  • Preparation of investment memoranda and management presentations.

Required Skills or Competencies:

  • Bachelors degree in a relevant field with exceptional academic credentials with academic coursework or internship in finance or related field, pursuing Masters of Business Administration or equivalent education and related training
  • One year of work experience with a quantitative background.
  • Must complete Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses.
  • Excellent analytical, quantitative and research skills
  • Strong teamwork and personal productivity skills in a fast paced, high pressure environment
  •  Well rounded interpersonal skills
  • Superb verbal, written and presentation skills
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to travel, occasionally overnight

Desired Skills:

  • Previous experience in accounting, finance, or investment banking
  •  Master’s Degree
  • Juris Doctorate, Chartered Financial Analysis, and/or Certified Public Accounting designation

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