EMPLOYMENT POTENTIAL/PLACEMENT ASSISTANCE

CURRENTLY AVAILABLE JOB OPENINGS

• Sell-side investment banking assignments – write memoranda, build financial models, identify potential buyers, manage the M&A and due diligence process for clients, handle negotiations, and drive successful deals
• Buy-side investment banking assignments – identify acquisition candidates that fit the buyers' strategy, qualify potential targets, build financial models, manage the M&A and due diligence process, handle negotiations, and drive successful deals
• Private equity sourcing and execution for the firm's private equity affiliate
• New business development – intellectual property creation, and other practice-building opportunities as appropriate

• 2-3 years of bulge bracket or boutique investment banking experience focused on M&A
• Track record of success
• Drive, energy, and hands-on leadership in an entrepreneurial environment
• Strong communication and presentation skills
• Highest levels of integrity and trustworthiness
• Familiarity with the transportation and logistics sector

• Perform quantitative analyses to help evaluate and implement strategic options
• Perform market research and other analyses to assess the impact of market trends
• Perform company research and due diligence in support of strategic options
• Filter business development opportunities and provide strategic recommendations
• Lead and project manage work streams associated with strategic projects
• Conduct competitive benchmarking and other competitive research
• Perform industry and channel reviews and prepare periodic reports on key trends
• Interface with other groups within the firm and externally to collect and synthesize data
• Develop and present discussion material for senior management

• A four year degree from a top undergraduate institution with strong record of academic performance
• Strong SAT score
• 3 years at leading management consulting firm, private equity firm, or investment bank required
• Superior analytical skills
• Strong problem solving abilities
• Advanced capabilities in use of spreadsheet and presentation software
• Ability to perform valuation and other financial analyses (including DCF, public/private comparables, synergy, accretion/dilution, etc.)
• Excellent oral and written communication skills
• Ability to handle multiple tasks, adapt to changing priorities, and meet tight deadlines
• Comfortable working both independently and in a team environment
• Prefer experience in healthcare

• 0-2 years experience in Finance or related field (internship welcome)
• Bachelor's degree in Finance or related discipline

• Assist the Acquisition team in the loan underwriting process through due diligence gathering and analysis.
• Work with Loan Sale Advisors in collecting all required underwriting documentation and monitor receipt of information to meet target dates established for purchasing the transaction.
• Create financial spreadsheets and develop pro-forma based on operating trends, market research and appraisal information
• Assist the valuation consultants in valuing office, retail, industrial, multi-family, hospitality and unimproved land assets
• Prepare Investment committee presentations.
• Maintain outstanding due diligence list and provide daily status updates to vice president of acquisitions

• Basic knowledge of financial statement analysis, general accounting, cash flows and mortgage interest calculations.
• Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes.
• Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
• Exceptional listener and communicator who effectively conveys information verbally and in writing.
• Resourceful team player who excels at building trusting relationships with clients and colleagues.
• Applicable knowledge of Microsoft Office suite.

• College (BS/BA) degree in Finance, Accounting, or Business Administration preferred.
• Commercial real estate loan underwriting experience is a plus

• Provide analytical and marketing support to the Relationship Managers
• Assist with the origination and execution of transactions with the objective of maximizing revenues (net banking income) while minimizing risk (capital allocated)
• Prepare credit applications, build financial projections, perform risk analysis
• Review due diligence items and financing documentation, and monitoring transactions once firm becomes a party to the financings

• Bachelor’s Degree in Finance, Economics or related field
• A minimum of 3 years’ experience in banking sector required
• Strong understanding of financial accounting
• Solid understanding of how an income statement, balance sheet and cash flow statement are generated
• Strong MS Excel modeling skills required
• Ability to filter and process large amounts of information
• Proficiency with general financial systems
• Strong verbal and written communication skills
• Strong quantitative analytical skills
• Formal credit training is a plus

• Actively participate in a wide variety of transactions headed by senior and members of the group
• Gain exposure to all parts of the deal process. Initial emphasis will be placed on financial analysis, modeling and valuation
• Conduct preliminary screening and analysis of potential investments and due diligence. Provide assistance with transaction structuring.
• Actively participate in the execution and monitoring of investments

• Undergraduate bachelors degree in a related discipline, and/or MBA will be given consideration
• 2-4 years of financial analytical and modeling experience in a large investment bank or private equity firm. Preference is for second-year Analysts, up to first-year Associates
• Strong LBO financial modeling skills are required and a technical assessment will be administered to selected candidates
• Demonstration of exception academic standing will be requested in the form of transcripts
• Inherent passion for principal investing coupled with advanced oral and written communication skills

• Approximately 1-5 years of Investment Banking experience.
• Ideal candidate will be bright, organized, attentive to detail and highly motivated.
• Must be able to handle pressure and work well in a hectic, fast-paced environment.
• Strong Accounting and Finance skills required.
• Financial modeling, valuation, M&A and prior public finance analysis experience from investment banking is a must.

• Research, analyze and evaluate hedge fund managers, including assisting in the overall evaluation process
• Perform due diligence on hedge funds managers (including investment performance, quality of investment teams, investment merits and risks, expected returns, etc.)
• Perform quantitative analysis on the impact of a given hedge fund investment on the CPPIB portfolio
• Develop independent, fact-based views on external managers
• Assist team in preparation of investment recommendation materials, including ad hoc analyses in addition to written investment recommendations
• Assist in presenting Manager Recommendations to the External Portfolio Management Team, Public Market Investments department and the Investment Committee
• Attend and participate in External Portfolio Management investment recommendation meetings.

• Coordinate with CPPIB Finance & Operations, Risk Management and Total Portfolio Management teams with respect to monitoring ongoing investments
• Monitor ongoing financial performance of funds, providing an ongoing assessment of performance, and risk exposures
• Participate in regular meetings and calls with hedge fund managers as required.

• Assist (Sr.) Portfolio Managers in evaluating the attractiveness of addressing new hedge fund strategies
• Perform market research on various hedge fund strategies
• Perform quantitative analysis to understand the impact and/or complementary nature of various strategies with the CPPIB portfolio.

• 2 - 4 years experience in investing / portfolio management, investment banking, private equity, management consulting or other relevant areas
• Undergraduate or post-graduate degree, preferably in commerce or business administration, engineering or mathematics
• Strong understanding of business models and capital structures required
• Sound knowledge of finance, economics, statistics and trading strategies is required
• A demonstrated interest in portfolio management, trading, investing and/or finance
• Candidate needs to be resourceful and able to manage multiple priorities
• Strong research, financial modeling, analytical and valuation skills
• Professionalism and integrity
• Strong interpersonal skills
• Ability to communicate effectively, both orally and in writing
• Flexibility, adaptability and initiative
• Ability to meet deadlines and work well under pressure
• Team player who enjoys a high performance culture
• Willingness to travel.

• The ideal candidate will have successfully participated in a 2-year training program with a Top Tier Investment Bank. Investment Bankers starting their 3rd year are ideal. We will also, look at select current 2nd Year Investment Banking Analysts
• Candidates must come from a top university program with excellent GPA / SAT scores
• Candidates must have the ability to construct and articulate investment ideas
• Strong analytical and problem-solving skills
• An ability to think quickly, critically and objectively

• Cash flow modeling
• Real estate and loan underwriting and due diligence
• Lease abstracting
• Market research
• Loan document review
• Site inspections

• MBA and Bachelor's in accounting, finance, or commercial real estate
• Minimum 3.5 GPA or above from top-tier school
• Must have 1-5 years experience in commercial real estate and loan documentation
• Experience reviewing and analyzing rent rolls, operating statements, budgets, appraisals and engineering reports
• Excellent analytical skills, attention to detail and strong organizational skills
• Outstanding written and verbal communication
• Self-starter, able to work independently or in a team environment
• Demonstrated flexibility to handle multiple projects in a fast-paced environment
• Unquestionable integrity and ethics
• Success developing and sustaining strong relationships with clients and colleagues
• Strong proficiency in MS Office applications
• Proficiency in Argus is a plus

• Perform financial analysis and valuation, including DCF, comparable transitions, and comparable companies
• Prepared client presentations and transaction execution materials including confidential information memoranda, management presentations and credit committee and sales force memoranda.
• Built detailed, flexible financial models to perform discounted cash flow, sum-of-the-parts, leveraged buyout, and accretion/dilution analysis for use in transactions
• Prepare pitchbooks for client presentations
• Build infrastructure processes for the group such as creating standardized templates.
• Provide value added financial guidance in support of deal advancement and deal target identification mechanism, by way of research and financial analysis.
• Develop and present to senior management financial metrics pertaining to acquisitions including deal economics, Net Present Value/ Internal Rate of Return and accretion/ dilution analyses.

• Have previous experience in investment banking, corporate finance or M&A
• Strong financial modelling skills and Valuation techniques and a good quantitative background
• Enthusiastic, Willingness to learn and adapt, Motivated and a desire to succeed
• Previous experience in the industrials good but not essential
• Work well in a team environment and have a proven track record

• 1 plus year as an analyst, energy experience a plus

• Develop and update annual and quarterly budgets and cash flow forecasts
• Ensure accurate data management across accounting systems and budget / forecasting models (balance sheet and P&L)
• Detail oriented, high degree of accuracy in all duties.
• Ability to think and operate beyond standard scope of responsibility, possess strong decision making skills, demonstrate independent judgment.
• Highly organized and adept at time management.
• Strong team player.
• Exceptional communication skills; ability to communicate openly with all levels of employees on a variety of matters both written and verbal.
• Ability to understand information flows from multiple front end systems through to end user management information reporting tools.
• Strong interpersonal skills, ability to liaise with other departments in order to share information, assist in process improvements and resolve day to day finance issues as they arise.
• Advanced Excel, Business Objects, Access

• Bachelors in accounting / finance, and (or) related degree
• Minimum 1+ years of industry experience (prior Financial Services experience preferred)
• Strong excel, financial modeling and powerpoint presentation development skills

• Prepare, analyze and explain historical and projected financial information
• Perform, coordinate and execute due diligence on M&A transactions
• Prepare marketing pitches, management presentations and confidential memoranda
• Prepare valuation analysis of businesses and companies
• Assist in planning and marketing engagements
• Proactively build and maintain direct contact with clients, professional advisors and perspective clients
• Supervise junior staff members in producing industry publications, analysis and research
• Work on various engagements, including M&A, debt/​equity private placements, LBO’s and refinancings

• MBA required
• 3 years Investment Banking experience
• Proven expertise in financial modeling and valuation analysis
• Strong knowledge of accounting and applied financial theory
• Strong analytical knowledge
• Must possess and interest in the Industrials sector (Chemicals, Automotive, Transportation, Consumer Goods, etc.​)
• Exceptional communication and presentation skills
• Ability to interact effectively with senior internal and client management

• Perform analysis on property financial statements
• Conduct research on markets and submarkets with portfolio assets
• Assist in preparation of an annual portfolio review and quarterly updates as required
• Maintain master calendar with all deadlines contained in the company guidebook
• Track reporting requests and confirm that appropriate parties informed
• Perform random spot checks of reports submitted to the company to ensure accuracy
• Track property inspections to ensure that all reports are completed on schedule
• Maintain list of covenants for each loan and monitor for events of default
• Coordinated borrower requests and approvals with staff
• Position will require some travel (25%)

• 3 years experience performing financial/statistical analysis
• Bachelors degree (accounting, finance or economics preferred)
• Experience in commercial real estate preferred but not required
• Strong analytic skills and extensive knowledge of Microsoft Excel
• Good writing and interpersonal communication skills

• Preparation of pitch books and presentations.
• Performance of Industry and comparable company analysis and documentation to support the execution of new issues financing for clients.
• Create and maintain financial models and perform valuations.
• Participate in the execution of M&A and financing transactions.
• Perform extensive operating and financial due diligence.
• Track industry competitors and other market developments: profile competitors, including core businesses, financials, recent developments, stated strategic priorities, analyst viewpoints, issues, and challenges.

• 0 - 5 years maximum of investment banking, finance experience or other outstanding experience. Recent graduates with degrees in mining or geology will also be considered in addition to the arts and other fields.
• Superior quantitative and critical thinking skills.
• Strong Excel modeling skills.

• Undergraduate degree in commerce/business or the arts (engineering considered).
• Proven track record of success both professionally and academically.
• Candidates must be detail-orientated, pro-active, self-motivated and be able to manage multiple projects concurrently with minimal supervision.
• Strong interest in investments and understanding of applied investment and valuation analysis.
• Highly analytical, collaberative team player, strong work ethic.
• Able to work independently, strong intiative.
• Excellent oral and written communication and client presentation skills.
• Relevant industry experience is considered an asset.
• Exceptional financial/analytical skills and attention to detail.
• Ability to work well with peers and clients.
• Ability to prioritize multiple tasks, meet deadlines and work with minimal supervision.
• Excellent oral and written communication skills.
• Ability to meet deadlines and work overtime, often at short notice.
• Superior computer skills (Excel modelling skills, PowerPoint, etc.)
• Job is open to students who are graduating, graduates and undergraduates and alumni and anyone else who is prepared to start a full time job in July 2012.

• Lead engagement teams in sell-side, buy-side and general advisory M&A engagements
• Oversee due diligence
• Lead preparation of documentation and materials
• Market and negotiate the transaction
• Lead engagement teams in execution of financing transactions, including public offerings, private placements and PIPE transactions
• Work with Sr. bankers to ensure prompt and effective execution of transactions
• Provide support with new business development efforts, including: Identification and prioritization of potential clients, Development and delivery of pitches to prospective clients, Participation in marketing at appropriate industry events
• Coordinate with Equity Research team members
• Take initiative in developing junior team members through formal project work and informal coaching and mentoring

• Must be willing to relocate to Boston
• Undergraduate degree with strong academic credentials, MBA preferred
• 2-4 years experience in Investment Banking
• Strong quantitative and analytical skills
• Strong communication, interpersonal and organizational skills
• Demonstrate strong work ethic and commitment to team atmosphere
• Ability to multitask and manage time effectively
• Strong attention to detail
• Proficiency in Microsoft Office Suite: Excel, Word, PowerPoint and Outlook
• U.S. work authorization required

• Current investment banking experience, including knowledge of debt & equity financing and M&A; expertise in related modeling and valuation techniques is required
• Candidates who have investment banking experience in other industry sectors but have a demonstrated interest in Natural Resources will be considered
• EITHER: Bachelors degree plus a minimum of 3.5 years’ investment banking experience (i.e., direct promote into either the associate class of 2009 or 2010);
• OR: MBA with up to 2 years’ post-MBA investment banking experience (class of 2009 hire)
• History of outstanding academic and professional achievement
• Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions

• Preparing financial models and analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
• Drafting situation analyses, pitch materials, information memoranda, investor presentations and term sheets
• Performing company, industry, market and competitor research and due diligence
• Contributing to the development and communication of proposals and advice to current and prospective clients
• Ensuring quality of client deliverables by having strong attention to detail

• Currently pursuing a Bachelor's degree in Accounting, Finance, or Economics from an accredited university or college with an expected graduation date between December 2011 and June 2012
• Minimum cumulative GPA of 3.2 OR if your school does not use GPA, must be in the top 20% of class
• Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
• A critical thinker who can quickly evaluate and analyze companies and financial information
• Excellent analytical and quantitative skills, as well as strong writing and communication skills
• Strong working knowledge of Excel, Word and PowerPoint
• High level of attention to detail
• Ability to work effectively with senior professionals in an engagement team
• Ability to master new tasks quickly
• Demonstrated commitment to obtaining outstanding results
• Ability and willingness to work long hours and on weekends
• FINRA Series 79 & 63 certification (either current or able to obtain)

• Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities.
• Developing financial models, pitch book materials and conducting company research.
• Analyzing data to help advise our current or prospective corporate clients on actual or prospective transactions.
• Other such duties, responsibilities and authorities may be reasonably required.

• Bachelor's Degree required, preferably in finance, accounting, business or related field.
• Solid understanding of capital markets and spreadsheet modeling.
• Strong written and oral communication skills.
• Previous experience in the High Yield sector is highly desired.
• Minimum of 1 year experience in investment banking position.
• Series 7 and Series 63 licenses preferred, but not required.
• Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
• Highly motivated with demonstrated ability to manage conflicting priorities and requests.
• Proficiency with personal computers and standard productivity applications.
• Excellent interpersonal skills with ability to maintain relationships at all level in organization.
• Ability to take initiative and function independently balanced with strong teaming skills.
• Maintain high standards of professional and ethical conduct.

• preparing and delivering presentations
• performing extensive valuation and pricing analyses
• financial statement modeling and analysis
• supervising and developing analyst level bankers
• playing key leadership roles in the transaction execution process

• approximately 3-5 years of post-undergraduate work experience, preferably in a financial analysis or investment banking role
• an MBA from a top tier business school
• excellent analytical and modeling skills
• strong client management skills
• position is open to U.S. citizens or permanent residents only

• Bachelor’s Degree (Business Major)
• 2 or more years of work experience in corporate restructuring, investment or commercial banking, and/or consulting or corporate positions with a financial or accounting focus
• Understanding of accounting and finance
• Understanding of how to analyze financial statements and prepare financial models
• Understanding of how to analyze and forecast cash flows
• Understanding the key operational performance drivers of a business
• Ability to manage and organize large sets of unorganized or incomplete data
• Interaction with clients (ability to request and extract information)
• Ability to stay on task while working on multiple work streams (organizational skills)
• Problem solving skills with the ability to think through alternative solutions
• Commitment to promoting integrity, leadership and objectivity
• Entrepreneurial team player who can excel in a fast-paced, challenging work environment
• Confident speaker (can communicate with personnel at all levels)
• Efficient business writer
• Willingness to travel up to 100%

• Researching and analyzing companies, industries, historical financial statements and prospective financial information;
• Building financial models and performing valuation analysis;
• Understanding capital markets trends, assessing companies' capital needs and financing alternatives in consideration of its strategic and financial objectives;
• Identifying appropriate strategic and financial buyers and managing and executing due diligence; and
• Drafting proposal materials and transaction documents/presentations and maintaining relationships with client personnel at appropriate levels.
• Candidates must be committed to staying up-to-date on industry trends and to anticipating and quickly responding to the issues that emerge when supporting a business in transition.

• Demonstrated commitment to promoting integrity, leadership, and objectivity;
• Prior relevant work experience in corporate finance, with some technology experience; preferably in investment banking, restructuring advisory, corporate development, commercial banking, or private equity; will also consider strong applicants from other professional services sectors including public equity analysis (sell or buy-side), consulting, and public accounting;
• Team player who can excel in a fast-paced, entrepreneurial, challenging work environment;
• Demonstrated aptitude for quantitative and qualitative analysis;
• Financial modeling experience and solid understanding of financial statements;
• Professional demeanor and strong communication skills, both oral and written; and
• Excellent organizational and problem solving skills.

• Research and analyze clients' financial situations, industry and market data and M&A opportunities
• Develop valuation models of private and public companies as well as merged entities
• Apply analytical tools to assess and appropriately value opportunities
• Prepare precedent transactions and comparable company analyses
• Work within a team to execute transactions
• Prepare client documents and presentations

• Undergraduate degree in Business Administration, Commerce or a related field
• Enrollment in or completion of CFA designation is considered an asset
• Relevant industry experience is considered an asset;
• Exceptional financial/analytical skills and attention to detail;
• Ability to work well with peers and clients;
• Ability to prioritize multiple tasks, meet deadlines and work with minimal supervision;
• Excellent oral and written communication skills;
• Ability to meet deadlines and work overtime, often at short notice; and
• Superior computer skills (Excel modelling skills, PowerPoint, etc.)

• Preparation of pitch books and presentations.
• Performance of Industry and comparable company analysis and documentation to support the execution of new issues financing for clients.
• Create and maintain financial models and perform valuations.
• Participate in the execution of M&A and financing transactions.
• Perform extensive operating and financial due diligence.
• Track industry competitors and other market developments: profile competitors, including core businesses, financials, recent developments, stated strategic priorities, analyst viewpoints, issues, and challenges.

• 1 - 3 years maximum of investment banking experience. Recent graduates with degrees in mining or geology will also be considered.
• Superior quantitative and critical thinking skills.
• Top academic standing.
• Strong Excel modeling skills.

• Perform due diligence on prospective private market secondary investments
• Monitor current investments
• Contribute to deal team investment recommendations, preparations, and investment committee presentations
• Perform various tasks related to product reporting, monitoring investments, market research, internal requests and marketing efforts

• Bachelor degree from a top university
• Educational concentration in Administration, Accounting, Finance and/​or Economics
• Relevant work experience in banking or asset management (max 3 years)
• Excellent analytical abilities
• Strong communication and interpersonal skills
• Proficient in Microsoft Office and strong oral and written skills

• Excellent financial modeling skills and a high-level of proficiency with Microsoft Excel
• Demonstrated excellent communication skills, including but not limited to preparing and presenting financial information, including the ability to communicate complex quantitative analysis easily and clearly; a high-level of proficiency with Microsoft PowerPoint
• Knowledge of financial and accounting theories, principles, and practices, along with an understanding of financial reporting
• A desire to work in a fast-paced environment; a track record of success in prioritizing, multi-tasking, and consistently meeting deadlines with a high quality work product
• Demonstrated ability to work independently and proactively with limited supervision
• Strong written and oral communication and presentation skills, and the maturity to work comfortably with senior management and across a multi-cultural organization
• Minimum of bachelor’s degree required in business, finance, accounting, economics, or engineering
• Strong quantitative work experience, including at least 2-5 years in finance, accounting, analytics, or business planning
• Experience with investment banking or project finance desired, experience in the renewable or independent power industries a plus

• Creating and managing complex, comprehensive project financial models that will be used to structure and secure project financings
• Creating and managing early stage project development models for use in evaluating potential project and business development opportunities
• Collaborating internally to develop and integrate achievable project budgets
• Assisting corporate finance and accounting in reporting on the financial performance of individual projects
• Performing various financial analyses to support the company’s business plan and corporate finance activities, including competitive analyses, valuation analyses, and R.​O.​I.​ analyses
• Supporting M&A activities and providing analysis for other structured finance transactions

• Minimal travel to locations as required
• May support other executives as needed.​
• Performs other duties as may be determined from time to time.

• Tracks financial status by monitoring variances from plan.
• Determines financial status by comparing and analyzing plans and forecasts with actual results.
• Improves financial status by analyzing results and variances; identifying trends; recommending actions.
• Reconciles transactions by comparing and correcting data.
• Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.
• Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.

• 3+ years experience in Investment Banking – Financial Sponsors and Leveraged Finance backgrounds are STRONGLY preferred
• Superior interpersonal skills, able to conduct meetings and phone calls with sophisticated financial professionals
• Strong understanding of the Private Equity sector
• An MBA from a top tier university strongly preferred

• Bachelor’s degree from a top college/university and demonstrated track record of academic achievement.
• 1-2 years of experience within an investment banking environment.
• Hands-on experience performing and a strong understanding of accounting and valuation methods, including discounted cash flow analyses, comparable transaction analyses and precedent transaction analyses.
• Superior analytical, problem-solving, organizational, client service, communication, presentation and interpersonal skills.
• Excellent attention to detail, accuracy and deadlines.
• Proven ability to be an effective and productive member of a top performing deal team.
• Advanced proficiency with all Microsoft Office applications.

• Analyzing comprehensive and diverse company financials
• Assessing external investment and growth opportunities
• Produce industry and company specific presentations on companies, markets, and geographies to senior management team
• Analyze targeted companies; perform financial analysis and in depth reviews, merger impacts, modeling, graphs and due diligence on investment targets
• Involved in mergers and acquisitions due diligence process

• BS in Accounting or Finance from Top School
• 2-5 years Investment Banking Experience Required
• Advanced Modeling Skills
• Excellent Analytical Skills

• Support senior team members in drafting pitch books and maintaining proprietary marketing materials
• Industry, market and company research and analysis
• Financial analysis and valuation
• Drafting of Confidential Information Memoranda and management presentations
• Interfacing with clients and buyers throughout the transaction process (initial engagement, due diligence, closing)
• Support senior team members and clients in driving transactions through completion

• One to two years of financially focused work experience (investment banking experience a plus)
• BA /​ BS, preferably in finance, accounting, engineering or a quantitative discipline
• Experience and interest in working in the technology sector
• Extremely strong work ethic and the willingness to contribute as a team player
• Ability to succeed in a fast-paced work environment and manage multiple projects simultaneously
• Strong analytical and problem-solving skills
• Demonstrated ability with MS Office (Excel, PowerPoint, Word) and proprietary databases (CAPIQ, Thomson)
• Excellent command of verbal and written English
• Strong communication and presentation skills
• Eligible to work in the US
• Eligible to sit for Series 63 and 79 certifications (existing certifications a plus)
• Available to start immediately

• Evaluation of property level and parent company financial statements
• Assessment of real estate attributes to proposed project or collateral for financing
• Analysis of credit characteristics specific to the sectors served
• Clear presentation of credit profile in written request package
• Preparation of FHA/​USDA/​Fannie Mae loan applications
• Interaction with clients, agencies and other funding participants
• Review and negotiation of legal documents
• Coordination of the closing process

• Highest degree of integrity and professionalism
• Ability to manage multiple simultaneous projects and function under tight time frames
• Strong aptitude for accuracy and detail
• Ability to clearly articulate credit and business concepts both verbally and in writing
• Initiative and strong sense of personal motivation as well as responsibility
• Analytical and conceptual thinking
• Able to work independently as well as function in a team-oriented setting
• Proficient with MS Office (Word, Excel, PowerPoint & Access)
• Bachelor’s degree in business, finance, accounting, real estate, or related field required
• Master’s degree in similar fields strongly preferred
• Formal education or work experience in senior living, healthcare and/​or affordable housing sectors strongly preferred
• FINRA Series 7 and/​or 79 desirable

• Credit due diligence of clients
• Analysis of structured transactions
• Credit limits management
• Trade and transactions approvals.

• Excellent University degree or equivalent professional education in Business Administration or Economics with good understanding of finance and accounting
• 2 years+ practical experience in banking, preferrably in credit analysis, risk management or accounting
• Natural curiosity, ambition and drive to succeed in a fast paced, challenging environment
• Keen interest in and good understanding of derivatives and financial analysis
• Pro-active working approach, “can-do” attitude and ability to work under pressure
• Team work orientation and willingness to go the extra mile to support your team
• Very good English (oral and written) a must, fluent French and/or German is a big plus

• The analyst will have primary responsibility for conducting credit due diligence on assigned clients
• For new client on-boarding and/or new transactions, the incumbent will be responsible for managing business expectations and prioritizing tasks to complete credit due diligence
• Coordinate the creation of lines and monitoring with the middle office
• Negotiate and coordinate the execution of legal agreements with clients
• Undertake Industry / regulatory analysis
• Prepare portfolio reviews

• Academic background in Finance, atleast a degree in Business, Finance, Accounting, and/or Economics
• CFA Level 1 or above a definite plus
• Good analytical skills
• Good oral and written communication skills
• An eye for detail
• Exposure to funds / investment management
• Knowledge of capital markets

• Assume primary relationship management for a large number of public sector entities in sub-Saharan Africa, typically at the senior decision making level (international portfolio management, international finance director, head of treasury) across Treasury and Security Services, Markets and Asset Management products
• Work in partnership with markets sales (FX, Fixed Income, Futures and Options), World Wide Security Services (Custody, Securities Lending and related markets products, etc.) Treasury Services, Liquidity, Asset Management and other Lines of Business to develop, sell and execute client business
• Drive account planning processes (including Customer Relationship Management and pipeline management)
• Serve as the client's chief sponsor within the firm to assure high levels of client service, appropriate lines of credit, and resolve documentation issues that could arise
• Keep abreast of financial market developments of relevance to client set, including new trends in reserves growth and management; strategic financing and hedging techniques; rationalizing and making efficient the provision of financial services to government entities
• Identify opportunities to partner with and advise public sector entities, from an early stage, on the development and realization of fiscal and monetary goals for their country and for capital raisings and privatisations.
• Organize training and other related events; ensure client participation at the right level

• Proven ability to create, develop and maintain trusted client relationships, as evidenced by, winning new business, closing transactions and possessing valuable professional networks, ideally with this client set
• Knowledge of markets and/or economics; must be able to articulate the firm's views at a high level
• Experience in Emerging Markets and ideally regional knowledge of sub-Saharan Africa. Experience with the public sector in Africa preferred
• Effective business person, who can develop viable strategies to grow the overall business with this client set, as well as taking pragmatic steps to execute these strategies
• Understanding of key products used by this client set, in particular, treasury services, FX, custody and integrated reporting and financing products, asset management products and services, fixed income (credit and rates), commodities, futures & options, some flow derivatives
• Flexibility to travel frequently across the region
• Ability to navigate across large organizations to get things done and broker information across the firm; ability to form strong partnerships and work in environments where there are multiple, overlapping stakeholders
• Excellent communication skills

• Assist company, sector and macro analysts with the population of all proprietary data and on-going maintenance of system content, advising on financial company modeling techniques where applicable.
• Assist analyst teams design and produce data pages, comparison tables and sector aggregations for inclusion in their regular research reports.
• Assist analysts in linking company financial models to the database, ensuring format and data items satisfy minimum requirements.
• Provide analyst guidance on financial accounting principles and the application of the firm's proprietary valuation models.
• Monitor feedback and gather requirements from identified key stakeholders for future system enhancements.
• Participate in global large-scale projects to design, test and implement new areas of database functionality.
• Help manage the retirement of legacy databases and the integration of these into the new centralized platform.

• Bachelor degree in Accounting, Banking & Finance, Economics, Maths, Engineering, Computer Science or similar preferred.
• A strong understanding of equity markets and their operations is required.
• An understanding of financial accounting and ratio construction is required. Robust company modelling skills is preferred. Robust mathematics, statistics and quantitative skills highly beneficial, but not essential.
• Experience with various financial databases is highly beneficial.

• Superior Microsoft Excel skills.
• Excel VBA macro skills an advantage but not essential.
• Some computer programming experience useful but not essential.
• Knowledge of relational database structures and functionality preferred but not essential.

• Excellent interpersonal skills
• Excellent verbal and written communication skills
• Detail-oriented with strong organisational skills
• Ability to work under pressure, with minimal supervision, as well as in a team environment
• Capable of understanding how technology can assist the business and the ability to communicate business requirements to the IT department.

• Clear focus on managing client assets and delivering strong risk-adjusted returns
• More than 800 investment professionals providing over 200 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
• Internet: updating content, participation to Pan-European projects (social media), website analysis and benchmarking
• Event management: industry events, client workshops, foreign trips, entertainment (with or without support from an external agency). Events organization and coordination of suppliers
• PR: support to the Head of Marketing: relationship with media/journalists, day to day coordination with the PR agency, management of the media CRM
• Competitor/Client analysis (strategy, communication, products, advertising)
• Writing corporate and product content and marketing materials (brochures, fund factsheets, insight pieces), EN-FR translation and proofreading
• Management of 2 weekly macro-economic pieces (translation proofreading and mapping)
• Support to the management of the marketing budget (invoices follow-up, reporting)
• Quantitative and qualitative follow up of marketing activity (matrix)
• Understanding and compliance with regulatory and internal constraints, marketing materials compliance and log.

• 2-3 years experience in financial marketing/communication
• Good knowledge of the asset management industry / mutual funds
• Proficient in French and English
• Proficient with IT tools (Power Point, Excel, Adobe Acrobat Pro)
• Strong writing skills
• Team player, rigorous
• Creative and curious

• To have an understanding of general trust concepts and be aware of the duties and liabilities of a Trustee as well as the responsibilities of directorships of the underlying company
• To be able to review for acceptance, all documents relating to the set up of a Trust, including the Letter of Application, Trust Deed, Letter of Wishes, Client Referral Letter, Passport Copies, etc.
• To process trustee committee resolutions and to effect the constitution of the Trust and to undertake the processes following the acceptance of trusteeship, such as procuring a shelf company, processing the board resolutions required for the opening of the bank accounts, completing and processing of account opening forms of financial institutions, correspond with relevant parties, filling and custodising trust and company documentation, updating the entries in the database systems, etc.
• To undertake day to day administration of the Trust, including the processing of beneficiary requests, opening of new accounts, investment related corporate actions, revocations and terminations, administration matters relating to annual audit and trust accounting, credit monitoring, annual review, review of financial and bank account statements, etc.
• To ensure the acceptance and administration of the Trust and its related functions undertaken are compliant with Trust Deed, governing law and internal policies and procedures

• University or Polytechnic graduate with relevant qualifications eg. Banking/Finance, Management, Legal studies and/or ICSA graduate, Degree/Diploma in Law or currently pursuing ICSA. 5 Years and above working experience in Trust Administration is preferred
• An effective and good command of spoken & written English is essential
• Knowledge of how to build and maintain long lasting Client Relationships
• Effective Document Handling - Seamless document handling and screening to ensure effective document and/or account maintenance
• Ensuring Efficient, Accurate and Timely Delivery

• Coordinate and prepare Shared Services planning process globally including timetable setting, policies, processes, communication and liaison with senior management and the firm's planning teams.
• Manage the consolidation of the high-level Shared Services Strategic Plan, Operational Plan (Budget) and communication to Shared Services Finance management.
• Manage the Shared Services forecasting process, including consolidation, analysis, allocations and communication to management and Business Divisions.
• Responsible for coordinating the Shared Services financial targets with senior management for planning expenses and headcount.
• Manage the global planning allocations process, providing insightful supporting analysis to the Front Office Divisions.
• Prepare Executive Board planning and forecast reporting, providing detailed contribution and variance analysis.
• Support and liaise closely with the Head of ShS Planning on a daily basis.
• Support the delivery of the ShS Project Portfolio, ensuring projects are delivered within timelines, and realize expected efficiencies and benefits.
• Coordinate the planning post mortem exercise, identifying enhancements to the process and drive these process and system enhancements through to successful implementation.
• Build up and maintain strong relationships with Shared Services Controllers, Group Planning and Regional Front Office Planning and Analysis teams and represent Shared Services on day-to-day issues.
• Manage and act as central point of contact for the global Shared Services Budget Transfer process maintaining effective financial disciplines and controls to ensure all transfers are processed correctly.
• Management of two business analysts who provide support with consolidated reporting, the implementation and delivery of the planning processes and the forecasting processes.

• Banking experience
• Previous planning experience.
• Previous MI and reporting experience.
• Understand back to front office allocations/systems flows

• Good accounting and business analysis skills
• Qualified Accountant (CIMA, ACA, ACCA) with experience.
• Previous managerial experience
• Excellent Excel skills
• Presentation Skills (Powerpoint)
• Good communication skills
• Analytical mindset, and able to handle multiple tasks and problem solve;
• Knowledge of Essbase Excel add in would be a definite advantage.
• Self Starter.
• Team player.
• Ability to work under pressure.

• 1-3 Years of public (BIG 4) Audit/Accounting experience within financial services industry


• Bachelor's in Finance or Accounting or Business related
• Strong Finance background with banking or consulting
• CPA or MBA Preferred
• Excellent communication and presentation skills a must

• Perform in-depth company, financial and industry due diligence (both qualitative and quantitative) in support of the origination process;
• Facilitate and coordinate product group and origination officer idea generation and develop solutions across a broad platform of global capabilities;
• Responsible for a significant amount of financial modeling and comparable analyses, and data feed capture and analyses;
• Develop and prepare comprehensive marketing proposals/pitch presentations that rely on significant analysis;
• Assist in transaction evaluation, preparation, due diligence and execution;
• Aid in prospecting for new client relationships by generating marketing screens from various quantitative and qualitative sources

• Preparation of marketing materials and financing/non-credit proposals for existing and prospective customers
• In coordination with Sector Head, preparation of internal Sector unit reports, such as budgets and strategic meeting presentations

• Understand policies and procedures including portfolio objectives, lending guidelines, and advisory origination business; and
• Adhere to legal and regulatory guidelines in promoting bank and securities firm products and services.

• Credit, analytical, quantitative, problem-solving and decision making skills; and
• Financial modeling skills, including strong foundation in Corporate Finance theory;
• Superior written and oral communication skills (including presentation skills) plus negotiating abilities.

• Work with other groups as part of the customer relationship management and business development functions.

• Undergraduate/Masters degree in Finance or Economics;
• Experience with a top tier global financial institution preferred;
• Experience in Industrials sector preferred;
• Knowledge of corporate finance, capital markets, derivatives and risk analysis;
• Aptitude to synthesize large amounts of information and develop innovation ideas and/or product solutions;
• Possess strong written and oral communication skills and ability to convey ideas;
• Creativity and intellectual curiosity;
• Time management skills and ability to balance several tasks/project at once;
• Must be a self-starter, able to work independently
• Must be able to work effectively in a geographically distributed team environment;
• Expert-level proficiency with Microsoft Office (Excel, Word and PowerPoint); and
• Series 7, 63 and 79 preferred

• Excellent performance in competitive undergraduate program
• Experience in financial institutions sector considered a plus
• Strong quantitative and analytical skills
• Advanced oral and written communication skills
• Ability to work independently while functioning as part of a team
• Fluent in English (Spanish a plus)
• Immediate start

• Project management and co-ordination of various M&A deal processes and capital market projects with extensive client liaison
• Leading the execution of key aspects of the M&A process such as creating marketing materials, information memoranda and management presentations
• Constructing complex financial valuation models such as LBO, DCF and accretion/dilution analysis
• Examining the strategic and financial merits of proposed transactions for marketing purposes
• Managing and developing junior staff

• Education to a degree level (bachelor and above) or equivalent
• Strong German and English language skills mandatory, other languages an advantage
• Successful completion of the analyst programme at an international Investment bank or equivalent with minimum of three years work experience.
• Rigorous eye for detail
• Strong financial acumen and understanding
• Strong interpersonal skills including the ability to manage a project team
• Good time management and organizational skills with the ability to work independently
• Insightful, reasoned and a self starter

• Yield enhancement, monetization and hedging of stakes in listed companies
• Building a new stake or making an investment through equity derivatives
• Regulatory capital and balance sheet optimization ideas
• Equity derivatives in the context of M&A/Capital Markets transactions

• Independent preparation of marketing material for equity derivatives pitches such as collared financings or equity margin loans
• Marketing, structuring and execution of equity derivatives transactions
• Coordination with trading, risk management and various operations and control functions
• Interactions with the capital markets teams especially Equity Capital Markets
• Required to be able to independently price single stock options such as collars, puts and to price check trading prices
• Capable of discussing structuring alternatives for derivatives financing with clients

• Advanced degree (e.g., MBA, JD or equivalent degree) and top class undergraduate degree from leading universities
• Strong analytical and modeling skills
• Fluency in English plus fluency in either German, Russian or Spanish
• Proven experience in equity derivatives sales, structuring or trading required
• Investment Banking (Corporate Finance/Capital Markets) experience or equivalent preferred
• Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
• Committed to delivery of highest quality work product; strong attention to detail
• Ability to effectively prioritize and handle multiple tasks under tight deadlines
• Proactive; self motivated and goal oriented
• Strong team player able to work effectively in a team environment

• Analyze the counterparty risk of the various entities in your portfolio: their activity, market positioning relative to competitors and growth strategy; their financial statements, by using the main performance ratios and assessing capital structure;
• Assess funding requirements by liaising with the business lines (type of credit line, repayment sources , guarantees, legal documentation, etc.);
• Be responsible for presenting the files to the credit committee;
• Ensure the interaction between the different international offices and individuals involved in the credit process in the various BNP Paribas core businesses;
• Develop an understanding of the insurance sector and regulations in the geographical area that you cover;
• Be the key contact person for the whole of the BNPP Group for information about the companies that you follow.

• Education: You hold a French Bac + 4/5 or a Masters Degree from a business school or university with a specialisation in Finance.
• Experience: You have a minimum of one year of experience as a credit analyst or auditor.
• Fluency in Spanish and English is essential (advanced);
• Good knowledge of Financial Analysis;
• Good knowledge of Risk Analysis;
• Editorial skills in French, English and Spanish (writing, summarizing, supporting)
• Independence;
• Rigor
• Tenacity
• Organizational ability and a methodical approach

• Supporting transaction execution projects by providing analysis and research
• Running leveraged buyout and recapitalization models
• Supporting meetings with senior managers of prospective client companies to develop new business
• Responding to client enquiries, prepare supporting analyses for negotiations
• Assisting in the development of Junior Analysts and providing guidance to interns

• Education to a degree level (bachelor and above) or equivalent
• Strong German and English language skills mandatory, other languages an advantage
• Rigorous eye for detail
• Strong financial acumen and understanding
• Excellent communication skills
• Good time management and organizational skills including ability to work autonomously
• Insightful, reasoned and a self starter
• Proven interest in the investment banking sector through eg relevant internships (for graduates);
• Proven’ experience within Investment Banking (for senior analyst positions).

• Work on a variety of M&A and capital raising transactions in various stages
• Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
• Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies
• Ability to manage relationships internally with senior professionals
• Ensure quality of client deliverables by having a strong attention to detail
• Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit

• Bachelor's degree in Finance, Accounting, or Economics, graduating between December 2008 and June 2010
• Minimum GPA of 3.5/4.0
• Demonstrates an understanding of financial statement analysis, the merger & acquisition process, and company valuation techniques (discounted cash flow analysis, public company multiples, transaction multiples)
• Ability to make effective decisions by analyzing information and considering priorities
• Strong communication skills and proficiency in MS Office, including Excel, Word, and PowerPoint
• Strong time management skills and the ability to handle multiple assignments at once
• Demonstrated experience with managing of day to day aspects of client relationships and engagements
• Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills

• Analysis, structuring and monitoring of complex LBO / Private Equity and Corporate M & A and financing transactions and processes
• Making of cash flow models on the basis of due diligence documentation and preparation of term sheets
• Independent Development of Präesentationen in German or English
• Monitoring of the contract documentation taking into account the purchase documentation
• Coordination among stakeholders in decision-making (canvassers, departments of the bank, customers, etc.)

• Economic Research (technical) university degree
• Initial experience in Investment Banking / M & A, preferably in the acquisition financing, but also in the structured credit and capital market business and / or consulting and auditing business
• International experience / very good German and English language skills in speaking and writing
• Good MS Office computer skills, especially Excel
• Commitment, self-confidence and initiative
• Analytical thinking
• Enjoy working in a dedicated, highly entrepreneurial environment and led team

• Degree in Accounting, Finance, Business or Economics is required
• One year or more experience as an investment banking as a financial analyst
• Strong financial modeling skills; ability to create LBO analysis, merger models  etc. (all applicants invited to interview will be given a financial modeling skill test during the interview process)
• Advanced knowledge of Excel, Word and PowerPoint
• Keen attention to detail
• Tenacious in meeting deadlines, with a strong sense of urgency and good self-management discipline; capable of working effectively under pressure
• Organized and efficient, with good ability to define priorities and the processes necessary to get things done
• Strong writing skills with the ability to concisely and thoughtfully prepare investment memorandum, summarize research, etc.
• High level of personal integrity
• A team player
• Able to adapt to differing situations and changing priorities
• Ability to work autonomously
• Experience in developing industry/competitive research
• Ability to create presentations for management teams

• Monitoring and tracking of company, industry and market developments
• Preparing pitch books and presentations
• Preparing industry and comparable-company analysis and documentation to support financing transactions; Cash flow analysis and other valuation methodologies
• Carrying out extensive operating and financial due diligence
• Participating in the execution of M&A and financing transactions

• Undergraduate degree in accounting, business, commerce or finance
• Superior analytical, critical thinking and quantitative skills
• Excellent communication, interpersonal and presentations skills
• Demonstrated initiative and maturity in dealing with assignments and clients

• Analyze financial information of a privately owned company.
• Assist Principal in client meetings and presentations.
• Perform market research of deals and pricing parameters.
• Continuing education and advancement of skills.
• Contact and qualify potential strategic and financial buyers.
• Prepare offering documents.
• Perform other tasks as requested by the Principal.

• Bachelor’s degree in accounting, finance or equivalent degree.
• Strong Microsoft office suite skills.

• Knowledge of investment banking process.
• Analytical, yet creative thinking to enable effective decision-making.
• Strong goal orientation/​self-motivation.
• Ability to handle pressure in a positive professional manner.
• Excellent interpersonal skills-client service orientation.
• Solid written communication skills to enable incumbent to prepare accurate and detailed work papers and reports.

• A degree in Finance or a technical area of study such as Mathematics/Engineering.
• A highly computer literate background and experience with Excel/VBA and Bloomberg.
• Strong communication skills and proven experience working in a team environment.
• Experience in a trading position in fixed income or related markets would be an asset.

• Fixed income portfolio risk analysis
• Daily portfolio quality control monitoring and rebalancing
• Relative value research and trade execution
• Interest rate strategy research
• Performance attribution

• Accounting designation and a strong accounting/finance background.
• Professional verbal and written communication skills.
• Commitment to a one year maternity leave contract.
• Ability to work independently and in a team.
• A creative mindset to develop and analyze alternative solutions and make recommendations.
• A 'can-do- attitude and ability to manage numerous priorities simultaneously.
• Able to work extended hours at short notice, as overtime hours are required during quarter-end and year-end.
• Advanced computer skills, particularly in Excel.
• Previous experience with Cartesis reporting system would be an asset.
• Detail oriented, good organizational and time management skills.
• Knowledge of RBC Financial Group various reporting processes and systems is an asset
• Minimum 2 years experience
• Education: BA/BSc
• Accreditations: CA, CMA, or CGA

• Prepare and file monthly, quarterly, and annual regulatory returns to OSFI, Bank of Canada, Statistics Canada, Canadian Deposit Insurance Corp. and various provincial regulators.
• Analyze, investigate and document variances analyses. Work with Business Units to address reporting matters.
• Communicate and provide guidance to Business Units on regulatory reporting requirements and completion of reporting templates.
• Liaise with internal auditors on queries related to returns and reports prepared.
• Special projects on continuous improvements on data collection process and reporting templates, implementation of new regulatory requirements including but not limited to Data Rationalization.

• Production of pitches - works with Associates and Vice Presidents to produce well-argued presentations and thorough analysis.  Intimate involvement in design and structure of presentations.  Writing reports, internal liaison and participation in internal team and credit and external client meetings
• Involvement in dealing with clients on detailed, day-to-day aspects of a transaction (telephone, face-to-face)
• Liaises with advisors, lawyers, accountants and other counter parties to produce prospectuses and other legal documentation (telephone contact, negotiating)
• Participation in verbal presentation of analysis to clients of all levels (presentation, marketing)
• Building complex financial models, working with clients to develop inputs and modeling approach and using output to draw conclusions and make recommendations (modeling, analysis, internally, client liaison)
• Travels with clients to visit investors worldwide through road shows and other (travelling, marketing)
• Produces documents for internal approval processes (writing reports and analyses and presenting internally)

• Strong modeling and technical skill set
• Awareness of the sector, products and markets
• Able to produce technically excellent written materials – prospectuses, credit committee, investment banking committee memos, client pitches
• Able to use technical skills and knowledge to solve problems and give advice
• Excellent organisational skills, able to multi-task across many tasks and projects and plan ahead
• Able to present in a measured, clear, articulate way – in particular with regard to technical issues
• Able to work fairly autonomously with limited supervision, self-reliant, great common sense
• Excellent project management skills

• Creative – sees possibilities, thinks outside the box
• Assertive and direct when necessary
• Able to use good judgement
• Able to listen and understand
• An excellent problem solver – quick-witted
• Able to learn and looks to do so
• An excellent time manager
• Able to judge priorities and manage own workload accordingly
• Able to defend own decisions and actions with logic
• Able to remain calm under pressure
• Someone who asks good questions, seeks clarity, checks own understanding
• Someone who knows when to delegate and leverage own time
• Self-critical, self-aware
• Efficient, focused on delivery and details
• Strong sense of pride and responsibility for won work and that of others
• Comfortable interacting with clients of all levels in business and social settings
• Responsible, sensitive to the needs of clients and aware and responsible for the personal impression given to clients
• A team player – co-operates and communicates at all levels
• Flexible in hours and workload
• Committed and motivated, demonstrating a strong work ethic – but achieves some balance with other areas of life and interest

• Analysis of parameters to value the books;
• Monitoring risk limits "local" and analysis of results achieved on the books in light of the mandates of traders;
• Monitor the proper use of models and their parameters for the calculation of official results;
• Administration of the monitoring process of "abnormal trading patterns";
• Monitoring of projects on market data and calculations of economic performance;

• You are in charge of the team's mandate in direct confrontation with the trading, research, finance and operations;
• You are required to present and document the methodologies implemented and the results at monthly committee;
• You manage the project team.

• Education: Bac +5 with a specialization in mathematics and / or statistics or finance
• Experience: You justify a minimum of 1 year experience in risk assessment of market or financial control.
• Knowledge of derivatives and valuation methods;
• Master Advanced Excel / VBA and Access;
• Fluent English.
• Good interpersonal skills;
• Ability to be assertive;
• Analytical skills;
• Rigor;
• Pro-activity.

• Perform a complete corporate analysis (including market and peer analysis, financial analysis and projections, …) leading to the attribution of an internal rating
• Carry out credit analysis for miscellaneous kind of financial transactions and give a recommendation. You will then have to follow-up along the validation process, being able to quickly answer questions and deal with potential changes
• Follow the the firm's evolution risk exposure on the client, also taking into account commercial and profitability objectives

• Graduate with a two-years Master's degree from a business school or university, with specialization in Finance. A previous experience (internship included) in the financial or banking sector would be much appreciated.
• You speak German and English fluently. You have a good knowledge of the Pack Office.
• Reliable and quality-oriented, you are recognized for your analytical and communication skills, as well as your ability to make decision.
• Furthermore, you have a good ability to cooperate with others teams.

• Interact with sellers, partners, brokers, investment bankers and advisors to review selected acquisition opportunities.
• Analyzing (i.e. screening) investment opportunities from a qualitative and quantitative perspective.  Be prepared to discuss preliminary findings with colleagues and superiors as part of the screening process.
• Drafting of investment memorandums for both internal investment committee and external client presentations.  Responsible for presenting investment opportunities to internal investment committee and/or external clients.
• Assisting with management and oversight of due diligence process for approved deals.  Assisting with negotiating major transaction terms with seller and/or joint venture partner(s) as well as providers of acquisition and debt financing, with assistance from outside legal counsel, and advisors.

• Preferred, but not required, experience in Investment Banking, Asset Management, and/or Corporate Maritime Project Finance/Acquisitions (maritime, transportation, real asset, sectors).
• Experience with maritime assets preferred.
• Expertise in selected industry and/or asset types.
• Robust knowledge of financial modeling software and strong quantitative and analytical skills; very detail oriented.
• Strong written and communication skills.
• Ability to juggle multiple projects simultaneously.

• Searches on the databases of financial information and stock market
• Analysis of targets and / or potential buyers,
• Business Valuation,
• Stock market analysis,
• Business presentations.

• Graduate business school, engineering or IEP, you have a first experience in investment banking (preferably in Mergers & Acquisitions), which enabled you to practice your academic knowledge in corporate finance (business valuation, financial modeling, etc.).
• You have an analytical and synthetic, show organization and reliability. Your aptitude for teamwork, your managerial skills and your communication skills will enable you to rapidly integrate within the department.
• Your level of English and French is excellent, in order to prepare documents to customers and to work with international offices.
• Your motivation for this work and your sense of effort will help you thrive in a rewarding and also challenging.
• Finally, your creativity and business sense will be valuable assets to help formulate tailored solutions adapted to the various problems of bank customers.

• Fulltime Analyst position at a leading global Investment Bank (Start: July 2011)
• Experience in M&A and Capital Markets
• Work on major M&A and financing transactions that you read about in the newspaper
• Experience in preparing financial analyses and valuations, draft presentations and documents in combination with capital markets and M&A transactions

• Keen interest in Investment Banking
• Studies completed successfully, preferably with a strong focus on Finance with top ranked academic credentials
• First practical experience – preferably in a similar environment
• Fluent in English (German and /or French is a plus)
• Analytical and initiative
• Able to work under pressure
• Strong teamwork and organizational skills

• Outstanding work ethic and a passion for investment banking
• Technical proficiency across all financial analysis and modeling is required
• Effective writing skills to support the creation and delivery of presentations to prospective client management teams, as well as potential investors
• Excellent presentation and communication skills with confidence to professionally interact with senior leadership
• Positive attitude, personable character and an ability to balance hard work with personal interests

• Developing price testing and reserving methods and techniques to achieve best in class performance.
• Demonstrating a pro-active approach, seeking to identify valuation issues for investigation and resolution.
• Engaging FO, Risk, Quants and Valuation Review Group (VRG) in the discussion of valuation issues and reaching consensus.  Escalation where appropriate.
• Collating, summarising and presenting information in the monthly Inventory Valuation Review (IVR) pack, a document discussed in detail by the Head of EM FO, the Head of Valuations & Risk (FO), the Head of EM Structured Lending (FO) and the valuation experts in Strategic Valuation Management  and the VRG. The need for insightful, accurate, well-presented commentary is paramount.
• Performing initial review of the global IPV results to ensure completeness, global consistency and adherence with price testing procedures.
• Developing and calculating Totem submissions, calibrations and revaluations. Managing the relationship with the service provider. Ensuring we enrol in any relevant new service offerings.
• Producing specialist product reviews of complex trade types and new valuations models to determine whether the valuation is accurate, whether there are price testing issues and whether any reserves are necessary.
• Involvement in the definition of requirements for the strategic price testing project.
• Involvement in clearing Day 2 actions from new trade approval process relating to models and reserving.
• Involvement in the on-going review and development of the price testing framework and global consistency of approach within EMG and between major businesses.

• Strong academic background
• Honours degree (or equivalent), with a preference for a mathematical-based subject
• Post graduate qualification in a relevant subject an advantage
• Accounting qualification desirable but not essential.
• Highly numerate with good knowledge of products and markets.
• Valuation experience, preferably in complex products
• Good knowledge of risk and thereby the key drivers for valuation and P&L.
• Ability to discuss complex valuation issues with a range of individuals, both with technical, knowledgeable individuals and finance specialists.

• Maintenance of Directors' and Shareholders' Registers and any other statutory records
• Liaising with the Registrar of Companies for corporate documents (e.g. for certificate of good standing)
• Legalization of corporate documents with relevant government agencies
• Updating of trust and company information into CIS (client information system)
• Preparing required resolutions / minutes required to approve actions to be taken by the Company's directors etc.

• Preparing and processing required documentation for all account openings and closures including corporate minutes or resolutions as required.
• Preparing and processing letters, Power of Attorneys and other documentation (special investment, etc…) as required.
• Preparing and processing of transactions over the structure approved by the Trust Officer including documentation required for distributions, Credit facilities and ensuring that all required trust & company resolutions are in place to support the activity.
• Preparing and processing of resolutions for company liquidations and transfers
• Prepares Financial statement cover letters

• Assists Trust Officer in preparation of client meetings
• Ensures proper communication to accounting and fee billing regarding all account activities (i.e. opening bank accounts)
• Reviews trust agreement/csa for proper authorization for the persons authorized to direct and approve transactions
• Assists Trust Officer with special projects and follow-up on documentation
• Investigation of transactions eg Transaction log, Accounting Inquires
• Prepares documentation for scanning and filing
• General support function (incl. Courier packages, faxes, etc)

• Fluency in English, other languages an asset
• Excellent working knowledge of Excel and Word and ability to adapt to new systems
• Excellent organizational and communication skills
• Ability to work within strict deadlines whilst maintaining a high standard of accuracy
• Flexible / team worker
• Holder of European nationality or Swiss work permit

• Aerospace & Defense
• Airlines
• Building Products & Basic Materials
• Business Services
• Chemicals
• Diversified Industrials
• Industrial Services
• Infrastructure
• Engineering & Construction
• Metals & Mining
• Paper, Packaging & Forest Products
• Transportation, Shipping & Logistics

• Supporting Senior Bankers in business origination and execution across the firm's product set
• Maintaining the strength of the client franchise by assisting on the maintenance and development of key clients relationships across various industries
• Develop an in-depth understanding of the dynamics of the business, Financial Institutions sector and the business and strategic goals of their major clients with the aim of driving client dialogue and transaction opportunities.
• Develop strong relationships internally with key product, industry, risk, senior management and other partners.

• Provide support in origination and execution of Corporate Finance Transactions including industry research, data mining and analysis, financial modeling.
• Develop and maintain knowledge of the developments in the core product set to explore and refer opportunities.
• Source and create marketing and presentation material, liaising with product partners and the Senior Bankers.
• Maintain regular and frequent dialogue with product partners to assist with relationship maintenance.
• Assist in managing the Corporate Banking relationship infrastructure, including approvals and documentation.
• Produce and update client plans in conjunction with product partners.
• Monitor calling plans to ensure business development is pursued across the client base and that deals are replicated.
• Collaborate with Global Portfolio Management to manage the portfolio and individual client risk.
• Interact with the firm's network around the globe to ensure activities are coordinated across the franchise.

• Exposure to Senior Management and Senior Bankers
• Opportunity to develop world class broad based banking and client relationship skills
• Opportunity to work in a large and complex organisation with a demanding customer base and in a challenging and changing business environment
• Exposure to an open and multicultural working environment
• Dynamic financial institutions industry agenda

• Prior experience in the Financial Services industry (banks, insurance, specialty finance) an advantage
• Demonstrate a working knowledge of a broad spectrum of products and how they meet client needs.
• Experience with various clients, capital markets products, M&A advisory, derivatives, credit, cash management, trade, finance and securities an advantage
• Credit trained within a leading Corporate/Investment Banking organisation; used to taking a lead role in establishing the creditworthiness of counterparties
• Experienced at client planning and coordinating input from multiple product areas.

• Analytical - Assimilating new information quickly and relating it to the needs of the client base.
• Organizational - Managing demands from several sources and working to deadlines
• Proactivity -  Identifying situations that could result in new business and developing recommendations tailored to the client
• Verbal and Written Communication - Attention to detail and assuming responsibility over time for client contact.
• Ability to navigate the Swiss landscape and language skills (German, French, Italian) an advantage

• Minimum of strong undergraduate degree
• Graduate degree or professional qualification an advantage

• Excellent interpersonal skills.  Able to create and sustain good personal contacts within the client group, balancing client requirements and the firm's priorities.
• Self Starter - Prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance.
• Networking - Maintaining close contact with product and risk specialists within the firm.
• Team Player - being able to work in partnership with other individuals on day-to-day and long term projects.

• Detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
• Detailed combination and other financial analyses in the context of M&A transactions
• Transaction structuring analysis
• Daily deal execution and project management of clients, prospective purchasers or other advisors to facilitate accounting, legal and business due diligence
• Prepare Descriptive Memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
• Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
• Provide leadership, mentorship and supervision to Analysts

• Experience in a bulge bracket Investment Bank or leading Corporate Finance Boutique either in M&A, Industry Group or Leveraged Finance
• Ability to comfortably interact with clients in a professional and mature manner
• Very strong financial modelling/valuation and analytical skills
• Comfort in and commitment to strong teamwork environment
• Highly organized, detail oriented and proactive
• Exceptional written and verbal communication skills in both English and German
• Outstanding academic background

• Immediately stepping into either the central team or an onsite team working with the client stakeholder group. He/she will be managing and running day to day interaction during the life of specific projects and assigned work for the EMEA region
• Develop, together with the rest of the team, the assigned clients understanding of competitor trading and sales performance, organisation structures, strengths and weaknesses, strategic direction across debt and equity business
• Carry out face-to-face interviews with key staff at the client as part of regular intelligence gathering and/or project work
• Prepare write-ups of the interview output and verifying intelligence that has been gathered using a variety of research tools such as Bloomberg, Google etc.
• Scope targeted and specific projects and studies that they may request. Your role includes setting projects metrics, identifying means of intelligence gathering, gathering the information required through interviews with the client other means, and preparations and presentations of the results of their analysis to senior managers at the client
• Manage, manipulate and interpret numerical data
• Manage the workflow process with their India data centre.

• Ideally some knowledge of the capital markets products used in financial markets
• Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative
• Excellent qualitative skills and the ability to prepare well-edited, well presented reports and market commentary
• Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative
• A strong academic background – this will typically be a degree (with classification of at least 2:1) or, in the absence of this, demonstration of compelling alternative qualification or experience
• Excellent interpersonal skills including experience of presenting information in a professional, concise manner
• Exemplary communication skills
• Strong report writing skills and the ability to present complex concepts simply and persuasively
• Some experience and/or interest in investment banking (capital markets: equity, debt, derivatives) or consultancy (with a focus on financial services).

• The screening and evaluation of new investment opportunities
• Work as part of a team to develop investment decisions regarding private equity funds, including performing quantitative analysis on fund managers investment performance; and preparing written investment recommendations for the firms investment committee
• Analysis relating to the creation of value-added private equity research reports on such topics as: i) the monitoring of existing investments; ii) general trends in private equity; and iii) specific investment strategies.

• BA/BS required (Economics, Accounting, Business or Finance preferred).
• Minimum of one-year experience in finance, investment banking, financial consulting, equity research or private equity is required.
• Candidate must have a thorough knowledge of Word and Excel (modeling skills required) and the ability to conduct research;
• Must have strong written and oral communications skills;
• Must be proactive on assignments/projects and demonstrate initiative;
• Must be able to complete projects on time and accurately and be able to multi-task.
• Candidate must have a strong work ethic, professional demeanor and appearance.
• Willingness to work 55 + hour week, some travel required (10%).

• Work on a variety of M&A and capital raising transactions in various stages
• Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
• Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies
• Ability to manage relationships internally with senior professionals
• Ensure quality of client deliverables by having a strong attention to detail
• Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit

• Bachelor's degree in Finance, Accounting, or Economics, graduating between December 2008 and June 2010
• Minimum GPA of 3.5/4.0
• Demonstrates an understanding of financial statement analysis, the merger & acquisition process, and company valuation techniques (discounted cash flow analysis, public company multiples, transaction multiples)
• Ability to make effective decisions by analyzing information and considering priorities
• Strong communication skills and proficiency in MS Office, including Excel, Word, and PowerPoint
• Strong time management skills and the ability to handle multiple assignments at once
• Demonstrated experience with managing of day to day aspects of client relationships and engagements
• Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills

• Analyze industry macro trends and company financials under the direction of the senior analyst.
• Monitor and maintain financial models and industry databases ensuring correct and up-to-date information for research reports.
• Review business/trade publications, annual reports, financial filings and other sources to gather/synthesize/interpret data on companies followed by the senior analyst.
• Attend industry conferences and medical meetings.
• Prepare and format reports; organize data.
• Provide analytical support by maintaining and updating financial and valuation models on companies.
• Assist in writing research notes and reports based on senior analyst's investment theses.

• Bachelor's or Masters Degree in Life Sciences required.
• Two to five years equity research, investment banking or related experience in life sciences industry strongly preferred.
• Excellent written and verbal skills.
• Solid understanding of business modeling and accounting principals.
• Demonstrated ability to work in a time sensitive environment.
• Ability to multi-task with strong attention to detail.
• Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must.
• Series 7, 63, 86, and 87 required - successful completion will be required shortly after employment begins.

• Supporting the investment team in carrying out due diligence of buyout, mezzanine and venture capital funds, including secondary transactions
• Carrying out interviews with fund managers and intensive analysis of funds worldwide
• Preparing due diligence results for inclusion in investment recommendations for investment committee
• Monitoring of existing fund portfolio investments, preparing investment updates
• Team work with experienced international private equity investment professionals

• Excellent academic credentials, university degree or similar
• Highly numerate, strong analytical skills
• Team player with strong interpersonal and communication skills – proactive self-starter
• University graduate or with previous experience of private equity, banking, or consulting
• Fluent German and excellent English

• Preparation of presentations to clients
• Financial analysis, including valuation analysis
• Significant client management and interaction
• Capital markets and technology sector analysis
• Conducting due diligence for the firm’s clients
• Managing and guiding a team of financial analysts
• Strategic positioning of clients and contact with prospective buyers/investors

• Preparation of pitch books and presentations.
• Performance of Industry and comparable company analysis and documentation to support the execution of new issues financing for clients.
• Create and maintain financial models and perform valuations.
• Participate in the execution of M&A and financing transactions.
• Perform extensive operating and financial due diligence.
• Track industry competitors and other market developments: profile competitors, including core businesses, financials, recent developments, stated strategic priorities, analyst viewpoints, issues, and challenges.

• 1 - 3 years maximum of investment banking experience. Recent graduates with degrees in mining or geology will also be considered.
• Superior quantitative and critical thinking skills.
• Top academic standing.
• Strong Excel modeling skills.

• Bachelor's Degree required, preferably in finance, accounting, business or related field.
• Solid understanding of capital markets and spreadsheet modeling.
• Strong written and oral communication skills.
• Previous experience in A&D sector is highly desired.
• Minimum of 1 year experience in investment banking position.
• Series 7 and Series 63 licenses preferred, but not required.
• Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
• Highly motivated with demonstrated ability to manage conflicting priorities and requests.
• Proficiency with personal computers and standard productivity applications.
• Excellent interpersonal skills with ability to maintain relationships at all level in organization.
• Ability to take initiative and function independently balanced with strong teaming skills.
• Maintain high standards of professional and ethical conduct.

• Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities.
• Developing financial models, pitch book materials and conducting company research.
• Analyzing data to help advise our current or prospective corporate clients on actual or prospective transactions.
• Other such duties, responsibilities and authorities may be reasonably required.

• Execute financing and M&A transactions in non-resource based industries
• Oversee client presentations and industry research
• Manage, mentor and develop Analysts and Associates in financial modeling, due diligence, underwriting and preparation of offering materials
• Plan and manage due diligence process
• Proactively generate business development opportunities

• Undergraduate or postgraduate degree in business, finance or commerce with an excellent academic background
• Excellent financial modeling, analytical and quantitative skills
• Accountability for direct work and the work of analysts/associates
• Successful track record in IB playing a lead role in the execution of transactions
• Minimum of 8 years experience in investment banking
• Ability to independently manage clients, buyers and lenders and to execute on transactions along with a Managing Partner
• Ability to manage a deal team and provide guidance to Analysts and Associates
• Very strong analytical and financial background
• Ability to work well in a dynamic and entrepreneurial environment
• Outstanding interpersonal and client service skills

• Research and analyze financial and operating information relating to companies and industries.
• Create statistical exhibits and trend analysis of financial performance for existing and perspective clients.
• Perform complex financial modeling.
• Complete due diligence and credit analysis on new and existing client relationships.
• Perform Financial Statement analysis including completion of spreading software (MRA).
• Create cash flow models that are used to assess financial soundness including appropriate debt covenant levels, debt service and repayment capabilities, and to structure the appropriate financings.
• Perform return and CaR calculations.
• Draft internal materials for presentation to Credit Concurrence.
• Maintain internal trigger/compliance monitoring records.
• Review credit documentation for conformity with approved Credit terms and conditions.
• Assist in the preparation of credit applications and other memoranda.
• Assist in preparation of LPG client presentations.
• Assist in the preparations of syndication materials, including offering memoranda, management presentations, and rating agency presentations.

• Provide analytical findings to Loan Products and transaction deal team including input on credit risks and related mitigants
• Support Loan Portfolio Managers on portfolio management needs for the business.

• An undergraduate degree with outstanding academic achievement.
• Specific academic coursework in finance, economics, or accounting with outstanding academic achievement.
• Credit analysis training and experience.
• Relevant experience for analysts hired into 2nd or 3rd year slots.
• Typically analysts maintain this role for 0-3 years before advancement to the next level.

• Excellent analytical skills to include business, financial, and credit analysis areas.
• Highly skilled in building complex financial models.
• Highly developed written and oral communication skills.
• Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.
• Skilled in creating statistical presentations.
• Ability to be creative, insightful and resourceful in performance of duties.
• Strong interpersonal skills used within a demanding team environment.
• Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.
• Excellent capability to independently function as part of a team through self-motivation.

• Strong analytical and quantitative skills
• Strong attention to detail
• Project management skills
• Strong communication skills
• Ability to develop financial models
• Strong comfort level w/ Excel, PowerPoint, and Access
• Ability to work as part of a small team on all aspects of transactions
• Strong interpersonal skills are also required
• 1-3 years of experience working in corporate finance is essential
• Recognised undergraduate Business or Finance degree is a must

• Helping prepare and overseeing the review of "fair value" valuations prepared by the firm's Investment teams by Investment Finance including the preparation of analysis and summary memorandums in respect thereof.
• Review of fair value valuations prepared by external valuation agents.
• Helping develop recommendations of fair value to be used for the purposes of the firm's financial statements.
• Supporting the development, tracking and reporting of plans and timelines to ensure an effective and efficient valuation process.
• Helping develop the standards for reviews and the corresponding processes to be followed by the staff involved in the valuation process.
• Responding to queries/information requests from the firm's external auditors with respect to private investment valuations.
• Communication of noted issues with respect to the valuation process or specific private investment valuations to the Senior Manager, Private Investment Valuation on a timely basis.
• Helping prepare firm board reporting with respect to the results of the year end private investment valuation process.

• Helping ensure exceptional service is provided to the Investment Division with respect to private investment valuations.
• Respond to inquiries and requests from the Investment Division including consultation on new transactions where required.

• Ensuring internal information required by external advisors is provided by both the Investment Division and Investment Finance in accordance with established timelines.
• Monitoring and reporting on progress of external advisor deliverables and the associated costs.
• Helping ensure exceptional service is provided by external parties.

• Together with the Senior Manager, Private Investment Valuation, responsible for the quality assurance on reviews prepared by other Investment Finance staff.
• Helps determine staffing requirements for additional Investment Finance staff required during peak periods including both the number and required competencies of staff.
• Helps determine the allocation of responsibilities between the dedicated valuation team and other Investment Finance staff.
• Helps develop and train Investment Finance Operations staff with respect to valuation standards, practices and internal process requirements to ensure the execution of effective and efficient valuation processes.

• Helping establish best practice reviews of internal valuation methodologies and processes with a view to continuous process improvement.
• Monitoring external best practice valuation standards (e.g. IPEV Valuation Guidelines) and practices.
• Supporting the annual review and update of the firm's private investment valuation policies including recommending changes based on changes in best practice valuation guidelines.

• Relevant university degree.
• Previous experience in coaching, training and developing staff.
• Experience interacting with senior management and other external advisors.

• Work on a variety of M&A advisory and private placement/capital raising transactions in various stages
• Execute transaction opinions, including fairness & solvency opinions and commercial reasonableness debt opinions on related party debt
• Advise companies and trustees on ESOP/ERISA engagements
• Assist in executing financial restructuring and distressed M&A advisory assignments
• Advise board of directors and management teams on financial alternatives and financial opportunities including dividends, share repurchases, acquisitions, tender offers, spin off and debt for equity exchanges
• Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
• Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies
• Support an industry specific team and strategy including food & beverage, financial services, healthcare, technology, telecom, restaurants, energy
• Ability to manage relationships internally with senior professionals
• Ensure quality of client deliverables by having a strong attention to detail
• Individuals will be assigned a wide variety of IB projects within the D&P investment banking unit and given as much responsibility as their experience and capabilities permit

• Currently pursuing a Bachelor's degree in Finance, Accounting, or Economics from an accredited university or college with an expected graduation date within the next 12 months
• Minimum GPA of 3.20
• Ability to make effective decisions by analyzing information and considering priorities
• Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills
• Proficiency in MS Office, including Excel, Word, and PowerPoint
• Ability to master new tasks quickly
• Demonstrated leadership experience and strong personal integrity
• Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment
• Ability to work on both revenue engagements as well as new business development and sales initiatives
• Demonstrated commitment to obtaining outstanding results
• Eligible for FINRA Series 7 and 63 certification

• Creation of financial and operational models
• Market-based and intrinsic valuation
• Capital and liquidity analysis
• Mergers and acquisitions consequences analysis
• Preparation of presentation and marketing materials
• Conducting industry and product research
• Executing client transactions from start to closing
• Participating in client coverage responsibilities

• Strong analytical and mathematical skills
• Knowledge of corporate finance, accounting and financial modeling
• Understanding of key themes impacting the capital markets
• Hardworking with strong teamwork and verbal/written communication skills
• High level of attention to detail and time management
• Industry knowledge/interest or M&A experience is highly beneficial

• Corporate Finance
• Debt Capital Markets
• Equity Capital Markets
• Financial Sponsors
• Mergers and Acquisitions / Advisory
• Middle Markets Group

• Developing and maintaining models to depict projected financial results and to value companies
• Supporting various financial analyses, including valuations and merger consequences
• Performing comprehensive and in-depth company and industry research
• Preparing presentations and other materials for clients
• Conducting research, participating in strategic planning and assisting in the execution of advisory services
• Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers

• Excellent interpersonal, written, and verbal communication skills
• Demonstrated excellence in working effectively as an individual and as part of a team
• Strong personal motivation, attention to detail and creative mindset
• Strong organizational skills
• Ability to multi-task and work in a deadline driven environment
• Dedication to building a career in the financial services industry

• A bachelor-s degree with academic distinction with coursework in financial accounting and corporate finance
• Willingness to work long hours in a demanding, highly focused, collaborative, and team environment
• Professional experience through internships, part-time or full-time work, and/or extra-curricular activities
• An individual who demonstrates a sense of personal accountability and urgency for achieving results

• Maintain models and utilize analytical tools to monitor and reduce portfolio risk
• Assist in the oversight of financial accounting reports of selected clients to include the monitoring of compliance with the client’s statement of investment policy, objectives and guidelines
• Maintain intimate knowledge of client Trust activity, handling all day to day activities, including ensuring liquidity, handling plan expenses and coordinating asset rebalancing
• Provide written evaluation and analysis of investment performance, portfolio characteristics and investment markets on an ongoing basis
• Produce performance evaluation reports, manager searches, vendor searches, and other reports
• Manage people, time and workflow effectively, meeting deadlines and prioritizing deliverables

• Collaborate effectively within the analyst team and build strong relationships on cross-functional teams
• Communicate issues to the lead consultant in a timely manner with proactive follow-up as necessary
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

• Act as the client’s internal staff on the oversight of client portfolios
• Work with client teams in delivering special consulting projects

• Manage client tasks to ensure efficient and profitable work is achieved on assigned relationships
• Support the implementation of key initiatives of the Investment line of business

• Bachelor’s degree in Accounting, Finance, Economics, or other related business degrees
• CFA, CPA and/or MBA qualifications desirable
• 2-3 years trust/custody accounting or public accounting experience
• Interest in and understanding of financial markets and institutional investing
• Strong analytical skills and attention to detail
• Strong oral and written communication skills
• Ability to identify and solve problems with minimal direction
• Ability to grasp issues and offer innovative solutions
• Self-starter; initiative to carry out assignments on independent basis
• Track record of delivering high quality work on time and within budget
• Proficient in Excel, Word and PowerPoint

• Monitoring and tracking of company, industry and market developments
• Preparing pitch books and presentations
• Preparing industry and comparable-company analysis and documentation to support financing transactions; Cash flow analysis and other valuation methodologies
• Carrying out extensive operating and financial due diligence
• Participating in the execution of M&A and financing transactions

• Undergraduate degree in accounting, business, commerce or finance
• Completion of 4 years of investment banking experience
• Superior analytical, critical thinking and quantitative skills
• Excellent communication, interpersonal and presentations skills
• Demonstrated initiative and maturity in dealing with assignments and clients

• Reporting and presentation work aimed at creating transparency for GCIB bankers, group heads and regional heads into the success of the GCIB corporate lending effort from a business perspective: Are we getting appropriate returns for the capital deployed?
• Working with senior management to develop and enhance existing business routines aimed at ensuring optimal allocation of capital to the GCIB client base
• Executing business initiatives aimed at increasing economic returns by increasing loan origination and increasing the velocity of the existing loan portfolio
• Analyst will be expected to execute projects with minimal supervision and work well both individually and in a team
• Analyst will provide reporting, presentation and analytical support across the group

• 2-3 years as an analyst in Investment Banking, Corporate Banking Corporate/FI Debt Products, Finance, Risk Management or other similar discipline
• Management Reporting experience - ability to take complex information and synthesize it into a user-friendly format for use by senior leaders
• Highly developed interpersonal skills - role will require communication with colleagues at various levels both within and outside of Corporate Banking
• Highly developed Excel skills including comfort working with large amounts of data (vlookups, pivot tables, etc.)
• Highly developed PowerPoint skills, ideally experienced using Global Pitchbook application
• Ability to manage time effectively working under tight deadlines while balancing competing priorities
• Solution-oriented approach to problem-solving coupled with a sense of urgency
• Undergraduate degree with concentration in finance, accounting, economics or liberal arts with relevant coursework
• Knowledge of Corporate & Investment Banking business and products
• Experience with pulling information from ECRIS and GCIB systems

• Preparation of pitch books and presentations.
• Performance of Industry and comparable company analysis and documentation to support the execution of new issues financing for clients.
• Create and maintain financial models and perform valuations.
• Participate in the execution of M&A and financing transactions.
• Perform extensive operating and financial due diligence.
• Track industry competitors and other market developments: profile competitors, including core businesses, financials, recent developments, stated strategic priorities, analyst viewpoints, issues, and challenges.

• 1 - 3 years maximum of investment banking experience. Recent graduates with degrees in mining or geology will also be considered.
• Superior quantitative and critical thinking skills.
• Top academic standing.
• Strong Excel modeling skills.

• Prepare year end forecast through interactions with marketing, operations and other finance groups
• Analyse client risk and portfolio risk
• Prepare models assessing investment opportunity
• Provide insightful analysis to senior management to guide superior decision making
• Understand and provide insight on weekly metrics and operational drivers
• Supervise and actively participate in all the month end process and procedures
• Participate to the yearly planning exercise
• Prepare various monthly and ad-hoc financial reporting packages/presentations to support strategic decisions
• Keep the team focused on delivery of targets

• University degree with a finance background, CFA, MBA
• Self starter with high degree of initiative and energy level
• Team player with excellent interpersonal, leadership and communications skills
• Ability to analyze results, identify underlying business trends, develop recommendations and action plans in conjunction with key stakeholders
• Easiness to translate complex issues and detailed data into simple outcome and linking it to strategic vision
• Strong written skills: ability to produce high quality presentations and business documentation
• Proficient with PC skills (MS Office - Excel, PowerPoint, etc.)

• Coordination of Private Investment portfolio monitoring process
• Review of Private Investment performance measurement/benchmark reporting
• Preparation of PI intra-group and Board reporting activities and review of website disclosure
• Monitoring of Private Investment Policies, Management Authorities and Procedures and related processes

• Oversight of departmental data requirements (market data, subscriptions and publications, benchmark information etc.)

• Assist the Manager in taxation and investment structuring activities

• Oversight of departmental AMEX and reimbursable expense processes
• Assist Manager with internal and external audit relationship
• Assist in departmental recruiting activities
• Other relevant duties and projects as assigned

• Day to day monitoring of existing portfolio companies, including financial statement analysis, ratio analysis etc.
• Preparation of detailed monitoring summaries for the deal team to review
• Oversee processing and documentation of amendments/waivers to existing investment agreements and execution of agreements of the transaction relating to the legal documentation. This could include discussions with external legal counsel.
• Manage and coordinate funding logistics as part of deal-closing process
• Monitor and follow up with counterparties on interest and coupon payments
• Development and documentation of Private Debt Process
• Review of monthly/quarterly benchmarking and portfolio valuations
• Develop strong working relationships with Private Debt investment professional, PI Structuring and Operations as well as Investment Finance – Private Investments teams
• Manage relationships and coordinate PD-related activities with internal and external audit as well as PD external relationships

• Undergraduate degree in Finance, Commerce, Economics or other related discipline
• CGA, CMA or CFA designation or equivalent work experience
• Strong financial modeling, analytical, valuation, and financial reporting skills
• Experience with a variety of fixed income securities and related credit agreements
• Professionalism and integrity
• Superior interpersonal skills and business relationship skills
• Ability to communicate effectively, both orally and in writing
• Flexibility, adaptability and initiative
• Good judgement and sense of priorities
• Team player who enjoys a high performance culture
• Thorough understanding of the investment industry, stakeholders and partners, though knowledge and understanding of the private debt operations, processes and requirements
• Strong analytical and financial reporting skills, ability to solve multi-dimensional problems
• Ability to meet deadlines and work well under pressure
• Exemplify our Guiding Principles, Partnership and High Performance

• Transaction execution within the energy sector, new business presentations and meetings, and other such duties, within the energy space.
• Work with Associates and Analysts in development of pitch books and related client materials.
• Help manage client relationships with Directors and Managing Directors.
• Foster relationships internally with other industry and product groups.

• Bachelor’s degree required, MBA, MA or MS or equivalent with emphasis in finance/accounting preferred.
• Minimum of five years investment banking experience, of which at least three years, within the Energy Sector.
• Knowledge and significant experience in the energy sector
• Solid understanding of capital markets and spreadsheet modeling.
• Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
• Highly motivated with demonstrated ability to manage conflicting priorities and requests.
• Ability to take initiative and function independently, balanced with strong teaming skills.
• Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization.
• Must maintain high standards of professional and ethical conduct.
• Series 7 63 licensed.