Bachelor's degree from an accredited University/College
2-3 years of experience in Investment Banking or M&A, especially with Infrastructure mandates
Must hold or be willing to obtain SIE, Series 79, and Series 63 within 90 days
Proficient in financial modeling and analyzing financial reports
Advanced skills in PowerPoint and Excel
Strong communication skills, both verbal and written
High level of initiative and attention to detail
Responsibilities
Prepare financial models and run analyses for client options
Assist in creating marketing documents including pitch materials and presentations
Conduct financial and industry due diligence
Draft portions of confidential memoranda
Support senior bankers in relationship management
Engage with senior executives during client meetings
Contribute to transaction teams on critical projects
Benefits
Medical, Dental, and Vision Insurance
Disability and Life Insurance
Pet Insurance
Health Savings Account
401K Retirement Plans
Pre-Tax Commuter Benefits
Full Job Description
About the opportunity:
Investment Banking Analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Analysts are responsible for preparing financial models and running various analyses to examine the effects of contemplated client alternatives. In addition, analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts are also responsible for financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities.
DC Advisory analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Analysts interact with senior executives of client companies through selective participation in client meetings.
Requirements:
Bachelor's degree from an accredited University / College
2 - 3 years of similar experience in Investment Banking or M&A activity specifically supporting Infrastructure mandates
Currently holds SIE, Series 79 and Series 63 (or willingness to obtain within 90 days of employment)
Proficiency with Financial Modeling & Analyzing Financial Reports
Advanced knowledge in PowerPoint & Excel
Strong quantitative, verbal and written communication skills
Strong financial understanding and financial modeling skills
An unwavering commitment to excellence and a high degree of maturity
A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
An outstanding academic record
The ability to work as part of a team in an environment that demands excellence, time and energy
Personal integrity, initiative and leadership qualities
