New York

Helmsley Building
212-380-7027


Boston
10 Post Office Sq
617-938-3775


Washington
Washington Sq Ctr
202-558-2289


Chicago
Rosemont
312-698-9725


San Francisco
424 Clay
415-738-2527


Los Angeles
Century Blvd
310-591-8218


Atlanta
Fidelity Bank Bldg
404-806-7632


Dallas
320 Decker
214-774-4891


Houston
Intl Energy Center
713-344-0154


Philadelphia
Centre Square
215-279-8475

Investment Banking Jobs

EMPLOYMENT POTENTIAL/PLACEMENT ASSISTANCE

Since inception, IBI has been a leading provider of talented, knowledgeable graduates to the Investment Banking, Private Equity, and Hedge Fund industry, who have gone on to work for some of Wall Street's most prestigious firms. As a value added service to our students, (included in the tuition), we constantly seek available positions and tailor complete resume and cover letter revision, along with interview preparation for each student's needs.

The addition of the skills learned through this financial modeling training program to our graduate's resumes has significantly enhanced their ability to secure not only analyst and associate, but also more senior positions both with and without our assistance. Many of our graduates come to us with no previous banking experience and are still able to be successful. (For detailed testimonials, please call to request our due diligence package).

Below you will find our most recent job postings, including some of the email communications with our placement partners; for internships, switch to our "Internships" page through the navigation button above. These postings and communications have had the names removed, current and past IBI Trainees can contact us to have their resumes submitted to any of the positions below by providing the reference number to our on-staff career counselor.

Finally, IBI trains a number of small boutique banks and PE firms who also inquire about our qualified graduates and request their resumes.

CURRENTLY AVAILABLE JOB OPENINGS


Ref# SIN3421
Alternative Investment, Analyst/Associate
Singapore

Responsibilities
Work within a global team, focusing on the Asia Pacific Alternative Investments business including:
  • Support senior team members in daily interaction with the Private Bank’s Bankers & Investors (sales force) on all the third party and internally managed Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform
  • Create and present alternative investment ideas to individual clients as well as large internal audiences
  • Organize and manage client events such as roadshows and manager sessions
  • Prioritize and respond to sales force and client inquiries via email and phone
  • Liaise directly with third party funds to provide detailed information to PB clients
  • Coordinating quarterly/ annual investor calls, meetings, and roadshows
  • Ad-hoc analysis & projects

Qualifications
  • 2 to 3 years alternative investments experience
  • Bachelor’s degree from an accredited, high quality institution is required
  • Genuine interest in the financial markets, understanding of Private Banking investments platform and private client needs
  • Presenting and marketing experience
  • MS Excel and PowerPoint plus strong quantitative skills a must
  • Language skills: Cantonese and/ or Mandarin - beneficial
  • Team player—ability to multitask and assist team in fast paced environment
  • Excellent analytical and problem solving skills; high attention to detail



Ref# LON9211
Analyst - Infrastructure Debt Investment Solutions
London, UK

About the Job
A position on this team offers a rare opportunity to gain buy-side experience with a global leader in the sector. The successful candidate will join the pre-eminent infrastructure debt team operating in this rapidly developing market. The team combines the best of the firm's deep infrastructure debt experience with a flexible and highly dynamic approach to investing for clients and growing the opportunity for the business.
The successful candidate will join the infrastructure debt investment team to assist with the assessment and execution of new investment opportunities and management of existing portfolio assets. The Analyst will work in a small team, typically with an Associate or Vice President and will:
  • Build, review and run sensitivities on financial models
  • Undertake and review due diligence on potential investments
  • Assess and comment on commercial contracts
  • Assist with all aspects of investment analysis
  • Deal with internal queries on a day-to-day basis
  • Assess the appropriate debt level and debt structure for the potential acquisition
  • Support with the negotiation of terms sheets and documentation of facility agreements
  • Have responsibility for contributing to investment papers and responding to client and Investment Committee requests
  • Have responsibility for aspects of ongoing portfolio management
  • Take ownership of ongoing borrower relationships
  • Assist in the assessment of borrower requests

Education & Experience
  • Have outstanding academic results in a relevant discipline
  • Have 1-2 years experience in Project, Corporate or Structured Finance, Debt Advisory or Investment Banking
  • Be knowledgeable of global funds management, project finance or investment banking
  • Be highly numerate
  • Have strong financial modelling skills including exposure to cashflow and ratio analysis
  • Have a thorough understanding of financial accounting, corporate finance and business reporting
  • Have credit research and analysis skills
  • Have excellent oral and written communication skills
  • Be confident in report writing
  • Candidates with an exposure to loan underwriting, due diligence and transaction financing will be preferred
  • Be highly motivated, proactive, and be able to execute critical work streams with limited supervision and direction
  • Possess outstanding interpersonal and team-working skills that will enable the candidate to build relationships with senior team members, colleagues across the Macquarie Group, with borrowing clients and their advisors and with institutional investor clients
  • Demonstrate sound business judgment and an analytical, pragmatic and creative approach to problem solving
  • Keep updated with market developments
  • Ideally be fluent in an additional European language



Ref# TXC9022
Analyst
Houston, TX

Responsibilities
  • Develop company valuations and create/analyze financial models
  • Conduct financing, comparative and pro forma analyses
  • Interact with clients and various levels of management; act as an integral part of the engagement team
  • Prepare new business presentations
  • Draft memoranda related to marketing and execution
  • Conduct fundamental industry research and quantitative analyses, and attend client presentations as required
  • Act as a resource for the wider Strategic Transaction Group team as directed by Head of STG/Global Sector Teams.
  • Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business.

Qualifications
  • A generalist Investment Banking/Corporate Finance background
  • Strong quantitative and qualitative analytical skills
  • Knowledge of financial modelling, valuation, and execution
  • A strong understanding of the financial markets and economics
  • Exceptional level of proficiency in Microsoft Office applications
  • Exceptional academic credentials – minimum 3.2 GPA, Bachelors degree in Finance, Mathematics, Engineering or other analytically oriented major highly preferred.
  • Strong internship experience during undergraduate; up to 3 years investment banking experience.
  • Candidate may be required to obtain Series 79 license



Ref# LON5423
Investment Banking Analyst
London, UK

Description
This firm is a specialist investment bank offering M&A advisory services to companies and investors exclusively in the chemicals, materials and related sectors. The team comprises senior investment banking and industry specialists with many years of experience in their focus sectors. They act as a single, cohesive team leveraging the collective expertise for the benefit of their clients. The experience encompasses over 150 closed chemicals and related M&A transactions with a combined value in excess of $50 billion. They have first-hand experience of the issues, dynamics and participants in over 100 sub-sectors, both ‘specialty’ and ‘commodity’. Clients operate in specialized sectors each having specific cycles, dynamics and participants. These unique characteristics require equally specialised strategic and transactional advice – ‘generalist’ M&A advisers are simply not qualified to optimise the outcome for their clients.

Requirements
  • Prior investment banking experience required (minimum 18 months)
  • Exceptional analytic and interpersonal skills
  • Excellent industry analysis, financial analysis and modeling skills
  • Solid writing and research skills
  • High energy, hard working entrepreneurial mindset
  • Strong undergraduate academic record in finance, accounting or economics
  • Experience with Chemicals, Industrials, or Materials are a plus
  • This firm will not sponsor visas for this position. Candidates must have authorization to work in the UK or EU.



Ref# NY8341
Analyst - Debt Capital Markets
New York, NY

About the Job
The DCM team structures and markets financing, derivative, liability management and other capital formation ideas to corporate clients of the Investment Bank. The team focuses primarily on global investment grade clients across the range of banking coverage sectors: Power, Energy, GIG (Industrials), Consumer Products/Retail, Healthcare, TMT (Telecom, Media & Tech), Financial Institutions, and RELL (Real Estate, Lodging and Leisure).

The firm is seeking a highly motivated Analyst to help support and grow the business. The new hire would support senior marketers on the desk and have responsibility for frequent client updates, presentation creation and completion, live deal executions and internal credit approval processes. The position will also be responsible for broad distribution of daily/weekly market commentary. Additionally, the new hire will have the opportunity to work across a broad spectrum of businesses including Syndication, Corporate Bond Sales & Trading, and Investment Banking sector groups.

Requirements
The role requires very strong interpersonal, quantitative, and qualitative skills, as well as the ability to write clearly and present effectively. Series 7, Series 63, Series 79 (or must obtain).


Ref# HK2322
Investment Banking (Coverage & Advisory)
Hong Kong

Description
As a member of the Coverage & Advisory team, you will be part of a business that provides integrated solutions in advisory, equity, debt and leveraged capital markets and financing. You will have the opportunity to be involved in and contribute to providing M&A advice and execution, refinancings, spinoffs, exchange offers, LBOs, JVs, takeover defense and other advisory services.

The Training Program
We know that development opportunities are important to you and we want to make sure you you'll be successful. That's why our graduate training program is designed to ensure that you'll have an in-depth introduction to our firm and the business you will be part of. You'll start your experience by participating in Discovery, a training program that will bring you up to speed on the firm's industry, strategy, capabilities and culture.

As you move into your target business you'll benefit from both business-specific and firm-wide on- and off-the-job training that will ensure you are a confident and competent contributor from day one.

In the training program, you'll also benefit from a 5-week curriculum of training that will prepare you for your analyst role so that when you hit your desk you'll be up to speed on accounting, valuation and modeling. Once on the job, your training will continue through targeted business-specific as well as professional skills training. You'll also create networks with graduates from across the firm through networking sessions designed to increase your knowledge and expand your contacts.

Requirements
The firm seeks highly talented individuals who can bring something different to the organization and offer them superb career opportunities to match their potential.

Academic credentials are important but these need to be coupled with excellent communication skills, creativity, perseverance and tenacity.

The firm is looking for graduates with a range of perspectives, experiences and skills, who have the potential to make a real difference. It’s true that building a career in financial services is a demanding option. You’ll need a strong personality, an ability to learn and think quickly and the determination to excel. The return on your investment will be a truly rewarding career with unlimited opportunities. Also, research of a desired business area is key, whether utilising the wealth of information to be found on the internet or speaking to those already working in the industry.


Ref# CAL4568
Investment Banking Analyst
San Francisco, CA

Description
Investment Banking Analysts provide administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. Under supervision they complete tasks as required within their own objectives and in line with team goals. Analysts keep their own skills updated with new developments in their own field of expertise. They establish good working relationships with colleagues to ensure support in achieving tasks.

Key Responsibilities
  • Build and sustain relationships with internal and/or external clients.
  • Focus on identifying and meeting client needs.
  • Continuously expand skill set and specific knowledge of the business.
  • Identify and examine problems, generate options and recommend solutions.
  • Enhance processes and procedures; analyze and capture knowledge.
  • Demonstrate flexibility, and tolerate changes in methods, approaches and objectives.

Requirements
  • 4 year Bachelor's degree or international equivalent
  • Series 79
  • This firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry.
  • For this particular position this firm is interested in candidates who have already gained Analyst experience at another bank or have worked in another industry but have gained transferable skills.



Ref# ATL2311
Investment Banking Analyst
Atlanta, GA

About the Job
Under administrative direction, uses extensive Knowledge and skills obtained through Education and Experience to work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions and financial advisory. Analyst will contribute and generate ideas during the entire transaction process. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Leads large multiple projects with significant scope and impact.

Essential Duties & Responsibilities
Develops financial models to assess debt and equity financing alternatives for transactions. Performs valuation methodologies comparative company analysis and discounted cash flow analysis on target companies. Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Researches, analyzes, presents and documents drafting elements of a developing transaction. Develops client presentations. Assists in the publication of industry and company Specific research. Follows General current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients. Maintains files related to active and prospective deals. Maintains group databases - Deal Database and Weekly Status Reports. Performs Other Duties and Responsibilities as assigned.

Knowledge, Skills, & Abilities
  • Knowledge of: Fundamental concepts, practices and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Financial markets and products.
  • Skill in: Communicate effectively, both orally and in writing. Analytical skills sufficient to assess and explain events in the market. Problem solving skills and the ability to think independently sufficient to market ideas. Operating standard office equipments and using required software applications, including Microsoft Office and established databases.
  • Ability to: Gather Information, identify linkages and trends and apply findings to reports. Attend to detail while maintaining a big picture orientation. Remain cognizant of the firm's commitment to daily workflow and regulatory compliance during high volume activity. Organize, manage and track multiple detailed Tasks and assignments with frequently changing priorities in a fast-paced Work Environment. Establish and maintain effective working relationships at all levels of the organization. Work independently as well as collaboratively within a team environment. Assume full responsibility and accountability for own actions. Demonstrate uncompromising adherence to ethical principles. Be proactive and demonstrate readiness and ability to initiate action.

Educational/Previous Experience Requirements
Bachelor's Degree (B.A.) in related field. Direct Investment Banking Experience Preferred. or Any equivalent combination of Experience, Education, And/or training as approved by Human Resources.


Ref# MA0912
Investment Banking Analyst
Boston, MA

About the Job
After completing a comprehensive training program, analysts are staffed on a broad range of transactions and play an integral role in the diligence process, drafting sessions and other client meetings. The goal is to provide each analyst with meaningful client interaction, diverse industry exposure and the opportunity to contribute to a variety of engagements, including mergers and acquisitions, public and private equity offerings and structured finance transactions.

Qualifications
Candidates should possess excellent analytical, quantitative, writing, research, and oral communication skills as well as strong teamwork and personal productivity skills. Candidates must have exceptional academic credentials with a quantitative background.
The ideal candidate will possess:
  • Bachelor’s degree from a top university in Finance, Accounting, Economics, Engineering, Mathematics, International Studies, or a related field
  • Has 1-2 years of related work experience (ex: another investment bank, consulting, accounting (tax / audit), asset management, treasury, corporate development, etc.)
  • Is able to work efficiently as part of a team as well as independently
  • Possesses effective communication skills and the confidence to interact effectively with senior industry executives



Ref# LOS9812
Investment Banking Analyst
Los Angeles, CA

Investment Banking Analysts assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Assist in active equity and merger and acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement. Travel to client meetings, drafting sessions and due diligence as necessary. Participate in any other requests from senior bankers or clients.

Qualifications
Candidates should have experience working in a fast-pace professional environment and be able to hit the ground running. Candidates must have a proven academic record and a strong interest in finance. Accounting, Business, Economics and Finance concentrations are preferred. The ideal candidate will have a strong work ethic; have the ability to function equally well in both a team setting and on a self-directed basis; and have excellent mathematical, writing, verbal and computer skills.



Ref# MAD2312
Real Estate Investment Analyst for US Hedge Fund
Madrid, Spain

About the Job
A leading US Hedge Fund has recently closed their second fund in Madrid and are looking for an outstanding Investment banking analyst to join on board to focus on Real estate assets across Spain. They are looking to bring on a bright individual at any level up to 6 years who has a passion for Real estate or interest in moving into this space coupled with outstanding modelling skills.

Qualifications
In order to apply you should be working in a top tier investment banking firm at analyst to vice president level. They are open to interviewing candidates in M&A, and Leverage Finance. Successful applicants will be able to demonstrate a passion for investing in Real estate in addition to excellent analytical capabilities and an understanding of the Loan and Property market.


Ref# NY0482
Investment Banking Analyst
New York, NY

About the Job
Analysts act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations and documents including descriptive memoranda, management presentations, new business and other. Analysts interact daily with other bankers and clients, prospective buyers/money sources, attorneys and accountants. Experienced Analysts learn to play more of an Associate role in helping manage transactions and interface directly in presentation, negotiation, capital-raising and closing. They play a central role in coordinating the activities of all team members.

Job Functions
  • Work with corporate finance investment bankers and product partners on M&A, strategic corporate finance, and capital raising transactions Generate ideas and analytical materials in support of new client meetings
  • Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, leveraged buy-out analysis and discounted cash flow analysis
  • Develop marketing materials for topics such as company positioning, financing alternatives, and M&A/Strategic alternatives
  • Develop knowledge of relevant information resources: Capital IQ, Thomson Financial, Bloomberg
  • Continually build knowledge base and capabilities within the industry segment and stay abreast of competitive trends
  • Assist with attracting a quality workforce, i.e. college recruiting activities
  • Maintain required licensing

Qualifications
  • Undergraduate Degree in Business (Accounting, Finance, Business Administration, Economics, etc.)
  • Series 79 & 63 (within 18 months of employment)
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment
  • Excellent organization, communication and research skills
  • Exceptional critical thinking and problem solving ability
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint and Word)
  • 1 - 3 years of experience in investment and/or commercial banking, leading accounting or consulting



Ref# LON2321
Investment Banking Analyst
London, UK

Duties
  • Guide clients, including companies, governments and private individuals, in their achieving their strategic and financial objectives
  • Maintain client communication
  • Create and analyze financial models
  • Create and prepare client presentations
  • Help drive the entire transaction processes
  • Assist in structuring transactions
  • Participate in and conduct due diligence sessions - a necessary component of financial transactions

Candidate Requirements
  • The candidate is preferred to have relevant master’s degree or equivalent qualification (MBA) and have an excellent academic and professional record.
  • Must have at least 1 years relevant work experience within Investment Banking
  • Demonstrable robust financial and analytical skill set
  • Must have strong financial modelling skills
  • Excellent communication and interpersonal skills
  • High degree of intellectual curiosity
  • Solid work ethic and motivation level
  • Strong leadership skills
  • Fluency in English and fluency in one other language from the list below is required: French, Russian



Ref# CHI9231
Analyst
Chicago, IL

Duties & Responsibilities
  • Assist in building and refining financial models
  • Provide initial research on prospects
  • Conduct industry and company research and analysis
  • Collect, present and analyze transaction comparables
  • Assist in the preparation of business development pitch books, client memoranda and other presentations
  • Identify acquisition, divestiture and capital-raising targets for corporate and private equity clients
  • Support business development activities, including pre-conference preparation and post-conference follow-up, such as organizing marketing materials, preparing meetings schedules, adding contacts to CRM, etc.
  • Perform certain administrative functions, such as taking notes at meetings, organizing conference calls, preparing for in-office meetings, and printing and assembling pitch books
  • Perform other tasks as requested by senior team members
  • Demonstrate commitment to providing high quality and high value materials and insights

Requirements
  • BA/BS degree in Finance, Business Administration, MIS or related degree
  • Prior work history within the investment banking or strategic consulting industries
  • MBA preferred, although not required
  • Entrepreneurial attitude and strong written, oral, and presentation communication skills
  • Ability to pay attention to detail and manage multiple ongoing client engagements
  • Strong qualitative and quantitative valuation/analytical skills
  • Excellent problem solving and analytic ability



Ref# LON9232
Investment Banking Analyst
London

Description
This firm is seeking Investment Banking Analysts to join the London Investment Banking team. Analysts play an integral role on the investment banking teams, providing analytical support on mergers and acquisitions and other financial advisory services for clients. Responsibilities include assisting with the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation.

Requirements
Applicants must be eager and able to learn in a fast-paced, challenging environment. Analyst candidates must have a good first degree with an expected minimum 2:1 or equivalent. Accounting, Business, Economics and Finance concentrations are preferred, but not mandatory. Candidates should also be able to demonstrate a high degree of numeracy, strong attention to detail and a working knowledge of Excel, Word and PowerPoint. Basic accounting knowledge would be preferred and some knowledge of financial modelling would be advantageous.


Ref# NY2492
M&A Analyst
New York, NY

Description
Investment Banking Analysts provide administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. Under supervision they complete tasks as required within their own objectives and in line with team goals. Analysts keep their own skills updated with new developments in their own field of expertise. They establish good working relationships with colleagues to ensure support in achieving tasks.

Key Responsibilities
  • Build and sustain relationships with internal and/or external clients.
  • Focus on identifying and meeting client needs.
  • Continuously expand skill set and specific knowledge of the business.

Key Deliverables
  • Identify and examine problems, generate options and recommend solutions.
  • Enhance processes and procedures; analyze and capture knowledge.
  • Demonstrate flexibility, and tolerate changes in methods, approaches and objectives.



Ref# HON0932
Private Equity Analyst
Hong Kong

This firm is one of the top US Private Equity Funds focusing on growth investments. With a strong international presence, they have established themselves in Asia with a strong pipeline, and are now looking to expand the team in Hong Kong.

They are looking for professionals with strong backgrounds either in M&A/Investment Banking and adept at LBO modelling. Generalists are most welcome as the Analyst would be expected to cover a wide variety of sectors in his/her foundation years with the firm.

Requirements
  • Between 2 - 3 years of exeprience with an Investment Bank/M&A function
  • M&A or Private Equity experience would be the most relevant for the hire
  • Robust transaction experience and understanding of acquisitions would be necessary
  • Strong modelling skills are required



Ref# CHI0232
Private Equity Research Analyst
Chicago, IL

Responsibilities
  • Assist with new fund investment due diligence
  • Monitor fund investment performance
  • Assist with market data collection and analysis
  • Assist with client investments pacing and tactical investment plans
  • Maintain and populate databases
  • Maintain a high level of competence on all Hewitt EnnisKnupp analytical systems
  • Provide support for assigned client and research responsibilities, as needed
  • Operate with limited supervision in completing assigned responsibilities

Qualifications
  • The successful candidate should have prior experience in the investment markets with a preference for Private Equity.
  • Demonstrate initiative and ownership in completing projects
  • Ability to meet deadlines and work with a variety of different internal clients
  • College degree in finance, accounting, economics, business or related
  • Minimum 2 years work experience in public accounting, banking, investment or other finance related area.
  • Strong analytical skills
  • Ability to work well in a fast-paced, high-pressure environment
  • Accuracy and attention to detail
  • Ability to work independently and within a team environment on a variety of projects, receive instructions from a number of people, and meet project deadlines
  • Excellent planning and organizational skills
  • Quick learner and demonstrated problem solver
  • Proficiency with Microsoft Office applications, including the ability to create graphs and tables using Excel and proprietary software



Ref# NY9239
REIT Analyst/Intern
New York, NY

Looking for an analyst/Intern to support the expansion efforts of a start-up multifamily REIT. Opportunity to learn the REIT business model and work and learn from seasoned principals that have many year of experience in multifamily, development and real estate finance.

Responsibilities
  • Performing in-depth industry, market and competitor research
  • Performing local, national real estate market analysis on a wide range of public and private entities and REITs using all accepted and relevant approaches and theory
  • Using Excel, design financial models for discounted cash flow (Comparable Property Sales Models), sales approach and cost approach valuation methods
  • Reviewing industry surveys and benchmarks, economic and demographic trends
  • Preparing and presenting PowerPoint presentations
  • Prepare corporate and property level models, presentations and financing packages for both debt & equity capital raising
  • Conduct market research and analyze market data to provide timely capital market updates for senior management
  • Assist in Corporate Budgeting and Forecasting process

Requirements
  • Recent graduate or currently pursuing Bachelor’s degree in Finance, Accounting, Management (with a concentration in Finance, Accounting or Real Estate), Business Administration (with a concentration in Accounting, Finance or Real Estate), MS in Finance or MS in Real Estate from an accredited college or university
  • 1-2 years work experience in real estate or finance or significant relevant internship experience
  • Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills
  • Strong Proficiency in Excel
  • Ability to master new tasks and industries 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
  • Commitment to obtaining outstanding results

Work schedule and compensation to be discussed with appropriate candidate.



Ref# MA9432
Investment Banking Analyst
Boston, MA

Duties & Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Work as an integral part of the Investment Banking Team in executing all facets of the deal process.
  • Financial analysis and valuation work.
  • Strategic and financial research.
  • Complex financial modeling.
  • Preparation of materials used in the sale, acquisition and/or financing of clients.
  • Preparation of investment memoranda and management presentations.

Desired Skills/Competencies
  • Previous experience in accounting, finance, or investment banking
  • Chartered Financial Analysis, and/or Certified Public Accounting designation



Ref# NY2383
Investment Banking Analyst - Healthcare
New York, NY

Description
Investment Banking Analysts provide administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. Under supervision they complete tasks as required within their own objectives and in line with team goals. Analysts keep their own skills updated with new developments in their own field of expertise. They establish good working relationships with colleagues to ensure support in achieving tasks.

Key Responsibilities
  • Build and sustain relationships with internal and/or external clients.
  • Focus on identifying and meeting client needs.
  • Continuously expand skill set and specific knowledge of the business.

Requirements
  • Series 79 (Must Obtain)
  • Identify and examine problems, generate options and recommend solutions
  • Enhance processes and procedures; analyze and capture knowledge.
  • Demonstrate flexibility, and tolerate changes in methods, approaches and objectives.



Ref# LON2316
Investment Banking Analyst
London, UK

Investment Banking Analysts provide technical and professional support in assisting the marketing and execution of Corporate Finance deals across a broad range of sectors within the EMEA region.

Responsibilities
  • Building and sustaining relationships with both internal and external clients
  • Building advanced financial and valuation models
  • Preparing client presentations in PowerPoint for both marketing purposes and live transactions
  • Focusing on identifying and tailoring solutions for clients' needs through in-depth analysis
  • Working closely with colleagues both within the team and with other teams both in the Investment Bank as well as across the firm
  • Working with integrity and collaboratively; positively challenging the status quo
  • Demonstrating flexibility, and being able to adapt to changes in methods, approaches and objectives

Requirements
  • Post qualification experience, preferably within Corporate Finance or within accounting, audit, consulting or legal areas of business, where an exposure to a Corporate Finance environment is demonstrated
  • A Graduate Diploma with results equivalent to the UK upper second-class honours and above
  • Strong numerical background and solid understanding of financial markets
  • A commitment to making a long term career in Investment Banking; enthusiasm and flexibility with regards to extensive business travel across Europe
  • Excellent interpersonal skills; dedicated and collaborative approach to work
  • Multiple languages preferred but not a pre-requisite



Ref# MA2311
Analyst
Boston, MA

Responsibilities
  • Assist with managing deal pipeline
  • Considers himself or herself an extrovert and enjoys the challenge of “the hunt”
  • Contribute to various process review and improvement projects
  • Support various compliance and control initiatives across the organization
  • Provide assistance to the syndicate close out team when needed
  • Complete various ad-hoc analysis and projects

Requirements
  • Internship to 2-years’ experience in a related field
  • Advanced skills in Microsoft PowerPoint and Excel
  • Detail oriented
  • Have sincere interest in Capital Markets
  • Undergraduate degree in accounting, finance, or business related fields. Minimum 3.5 GPA
  • 6 months to 1 years’ work experience
  • Ability to foster and build relationships across multiple departments
  • Ability to work in a fast-paced, ever changing, and challenging environment
  • Self-motivated and proactive, with attention to detail
  • Excellent communications skills (written / verbal)



Ref# LON9451
Analyst - Natural Resources
London, UK

Business Unit & Role Overview
The Investment Banking Division (IBD) provides broad-based, global service with expertise in mergers and acquisitions, privatizations, and equity, debt and high-yield financings. Investment Banking encompasses two areas: Industry Coverage Investment Banking and the Financing Group. This dual structure enables the firm to offer the broadest range of products and advisory services, furthering its ability to deliver best-in-class solutions to clients.

Industry Coverage Investment Banking provides expertise across products, industries and regions. The firm’s team-driven approach to client service enables bankers to play an important role in building relationships and executing transactions, including mergers and acquisitions, equity / equity-linked and debt financings, joint ventures, restructurings and financial investments.

The Natural Resources (NR) group advises clients around the world in the natural resources sector on various financial transactions, including mergers and acquisitions, leveraged buyouts (LBOs), equity / equity-linked and debt financings, commodity hedging, joint ventures, restructurings and financial investments. Key sub-sectors in Natural Resources include: Energy, Power, Chemicals, Metals and Mining and Alternative Energy (Clean Tech and Renewables).

Key Responsibilities
  • Investment Banking Analysts help to assist clients in achieving their strategic and financial objectives.
  • Analysts play an important role in developing and strengthening client relationships, participating on advisory teams and in structuring and executing a full range of financial transactions. Responsibilities include: Creating and analysing financial models, Organising and preparing client presentations and industry research in support of live transactions and client relationships, Helping manage transaction processes, Assisting in structuring transactions
  • This role with have specific support coverage for Metal and Mining natural resources.

Qualifications
  • A finance related master’s degree or equivalent qualification is required and must have an excellent academic record
  • At least 2 years relevant work experience is required within the financial services, specifically Natural Resources
  • Must have previous metal and mining experience
  • Robust financial and analytical skill set
  • Excellent communication and interpersonal skills
  • Language skills (reading and writing languages other than English is required)
  • High degree of intellectual curiosity
  • Solid work ethic and motivation level
  • Good attention to detail
  • Ability to multi-task and work under pressure
  • Excellent time management skills
  • Strong experience with Microsoft Office applications, specifically excel, power point and word



Ref# NY7172
Investment Banking Analyst - M&A
New York, NY

Primary Responsibilities
  • Analytical, due diligence and transactional support on workout, restructuring, LBO, acquisition and new business opportunities.
  • Developing financial models, pitch book materials and conducting company research, and analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings.
  • Other such duties, responsibilities and authority as may be reasonably required.
  • Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly.

Requirements
  • BA or equivalent with emphasis in finance/accounting.
  • Excellent written & verbal communication skills.
  • Familiar with computer applications such as MS Outlook, Word, and Excel.Previous experience in Investment Banking is highly desired.



Ref#SIN1211
Analyst - Global Investment Banking
Singapore

Responsibilities
  • Be part of the Divisional Office team in supporting the various departments within the firm in operational and investment banking related activities
  • Prepare internal reports and presentations
  • Conduct research and analyse market data, competitive environment and trends
  • Streamline work processes and institute controls procedures
  • Any other ad hoc duties as assigned

Requirements
  • Degree holder in Accounting or Business
  • Fresh graduates or 1 to 2 years of working experience in the financial industry
  • Good Microsoft Excel, Word and PowerPoint skills
  • Good interpersonal and communication skills
  • Willing to work on different assignments/projects and a good team player



Ref# LON7632
Investment Banking - Analyst Program
London, UK

Job Description
Analyst positions are available within Investment Banking, including Mergers and Acquisitions (M&A), Dept Capital Markets and Equity Capital Markets.

Language Requirements
Fluency in English is essential. A second European language is desirable.


Ref# SIN7422
Private Equity Investment Analyst
Singapore

In this entry or graduate-level position you will be part of the global private equity primary investment team and will assist primary relationship managers in all aspects of the due diligence process.

Responsibilities
  • Assist primary relationship managers in quantitative analysis of primary funds as well as preparation of investment memoranda
  • Participate in calls, update meetings and primary onsite due diligence with current and prospective investment managers as appropriate
  • Monitor performance of primary portfolio on a regular basis
  • Assist in executing on corporate actions (fund extensions, terminations, etc.) as required
  • Conduct desktop research regarding global primary landscape
  • Conduct various general tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts

Requirements
  • Strong academic credentials (bachelor's degree or higher), preferably with a coursework emphasis on business strategy, accounting, and/or finance
  • 1-2 years' experience in a finance/investment-related function
  • Excellent analytical and interpersonal skills and a strong desire to learn and succeed
  • Thorough knowledge of Word and Excel (modelling skills required) and the ability to conduct research
  • Strong written and oral communication skills, proficiency in English
  • Be proactive on assignments/projects and demonstrate initiative
  • Able to work accurately and meet tight deadlines
  • Strong work ethic, professional demeanor, and desire to work in a global team



Ref# CH2311
Associate - Private Equity Services
Chicago, IL

Job Description
Associates support loan growth, risk management, and client relationships in partnership with senior bankers. Associates assist in monitoring an assigned portfolio of credits. They independently process loan advances, monitor and analyze borrowers’ financial performance and loan covenant compliance. Associates work alongside senior bankers, as well as contact clients directly to better understand needs and resolve compliance related questions and inquiries. Associates handle a variety of routine credit documentation requirements in addition to reviewing noncompliance and past due status for assigned portfolio. They will also review financial information, collateral and other assets to assess portfolio risk and profitability. Associates review portfolio management reports and engage in regular portfolio review meetings with the credit officer. They prepare Loan Committee minutes and credit recommendation requests. Associates assist in the underwriting of credits, analyzing financial statements and preparing the due diligence approval package for new loans and modifications. They prepare the underwriting documents for credit, facilitate the booking process, and assure credit files comply with policies and procedures.

Skills & Requirements
Candidates must be able to work and think independently. Strong organizational and time management skills are critical, as multi-tasking is essential to monitor and engage with the overall portfolio. They must have excellent verbal, written, and interpersonal communication skills. Once on board, Associates must quickly gain a thorough knowledge of the bank operations and products as they will be working with internal and external Commercial Banking clients. They must be able to collaborate and work effectively with all areas of the Bank including our Global Partners. Associates must also be able to demonstrate the ability to identify and potentially cross-sell a broad range of products and services as this is necessary for career progression. Exposure to commercial lending or direct related experience is highly desirable. At minimum, general financial analysis skills and the ability to read and understand financial statements is required. Associates should have 1 year of commercial banking or related experience and a Bachelor’s degree or equivalent education preferably in Finance, Accounting, or Economics.


Ref# SIN1942
Assistant/Portfolio Manager (Investment Management)
Singapore

Responsibilities
  • Conduct credit analysis of SGD bond issuers and banks
  • Monitor performance of external Fixed Income managers
  • Update weekly market commentary
  • Quarterly Investment Committee minutes
  • Prepare management papers to support recommendations and decisions
  • Support Fixed Income portfolio manager for bond investments
  • Provide back up for cash management

Requirements
  • A good Degree, preferably in Accountancy, Business Administration, Finance or Economics
  • At least 3 years of relevant experience in credit analysis
  • Candidate with Chartered Financial Analyst qualification will be an added advantage
  • Good interpersonal, leadership and writing skills
  • Meticulous and able to work independently



Ref# LON8900
Research Analyst - Capital Markets
London, UK

Role & Responsibilities
  • Interviews with industry subject matter experts and solution providers
  • Data gathering, quantitative and qualitative research
  • Preparation and authoring of detailed industry analysis and reports
  • Pre-sales consulting and presentation of research results
  • Preparation of research summaries for the press, clients and on-line publications
  • Management of research artefacts – participation in knowledge management and the development of intellectual property

Qualifications
  • Bachelor degree or similar
  • Entrepreneurial spirit, personal and professional integrity and a desire to relentlessly strive to obtain excellence
  • A team player with good interpersonal and communications skills
  • Business knowledge in one or more of the following areas would be a plus: Cash Equities; Futures and Options; Fixed Income, FX
  • Experience in gathering and analysing information, drawing conclusions, validating those conclusions and presenting results effectively
  • A keen interest in Capital Markets and the strategic applications of the technology
  • Ability to interact confidently with senior client stakeholders
  • Analytical thinking, structured approach to problem solving



Ref# MA1254
Private Equity Valuation Analyst
Boston, MA

Responsibilities
  • Make quarterly (or more frequent) recommendations and presentations to senior management on the valuation of private equity and mezzanine securities under IFRS and US GAAP held by John Hancock’s General Account and third-party funds managed by the Hancock Capital Management Group by applying various methodologies and assumptions to calculate fair market value.
  • Oversee quarterly review of valuation of securities presented in the loan review documents
  • Participate with Capital Managements Mezzanine and Private Equity Team’s Managing Directors in the analysis and documentation of the valuation of private equity securities recommended to the Investment Committee.
  • Follow developments in IFRS, Canadian and US GAAP relevant to private equity and mezzanine investments. Ensure that the implications to the Investment Division of such developments are well understood and that our accounting policies remain appropriate.
  • Work with Capital Management Team’s Accounting Director and the firm’s outside auditor in the preparation of quarterly and year-end financial statements for its mezzanine funds.
  • Prepare periodic reports on overall portfolio performance for senior management.

Knowledge & Qualifications
  • Bachelor’s degree (or international equivalent) and CPA. Master’s degree (or international equivalent) and business valuation credentials are preferred.
  • Five (5) years experience in a related accounting or financial analyst position, preferably at a major public accounting firm or financial advisory firm. Prior work experience must include the analysis of various valuation techniques for debt and equity securities.
  • Knowledge of fixed income securities concepts such as bond pricing, duration, yield, and option-adjusted spreads.
  • Must be up-to-date with current issues in US and Canadian GAAP and IFRS.
  • Excellent verbal and writing skills.
  • Ability to communicate effectively with senior levels of management.
  • Ability to work independently with a wide range of people, including internal and external customers, and meet deadlines while managing several assignments.



Ref# HON8824
Investment Associate - Private Equity
Hong Kong

This Real Estate Fund is looking to expand across Asia Pacific, and they are looking for an Investment Associate to help with deal origination. The group focus on asset level investments (primarily in retail and commercial) and have an expansive portfolio in Greater China.

After successfully raising a new Fund, the group are looking to expand their horizons and are currently looking very closely deals across Asia. With a remit to execute both debt and equity deals, they are looking to increase their team with well qualified investment professionals. You will be responsible for assisting with deal origination and execution as part of a well structured and successful team.

It is essential that you have Buy Side Real Estate experience and can demonstrate an ability to source and execute deals. Given previous and current market conditions, the group understand that deal execution has not always been possible but it is important you can demonstrate that you have at least run due diligence on potential deals in the region.


Ref# LON4592
Investment Banking Analyst
London, UK

As an Analyst in Investment Banking, you will work with top-tier professionals at the heart of a leading global investment bank. With the support of a world-class training program, hands-on learning opportunities, mentoring and feedback, and numerous development opportunities, you will gain a strong career foundation in financial services.

Key Responsibilities
As an Investment Banking Analyst, your responsibilities may include, but are not limited to:
  • Building and using financial models
  • Performing financial valuation, discounted cash flow and multiples-based analyses
  • Preparing presentation materials and participating in deal pitches
  • Conducting industry and product research
  • Structuring and execution of transactions (eg M&A / ECM / DCM)

Qualifications
  • Prior experience within a front office Investment Banking environment is preferable
  • Outstanding financial analysis and modelling skills
  • Confident and clear communication skills
  • In-depth understanding of investment banking products is preferable (can be enhanced and further built via training)
  • Strong academic background
  • Strong team player
  • Proficient in MS office applications, knowledge of Bloomberg preferred
  • European languages are preferred



Ref# NY7311
Corporate Risk Reporting & Finance - Analyst/Associate
New York, NY

The firm is looking to fill an Analyst / Associate position within Market Risk Middle Office. The position will be based in New York.

Responsibilities
  • Review business unit, legal entity, regional and corporate VAR, Stress P/L exposure for reasonableness as defined by MRM; analyze drivers (e.g. market data, positions, hierarchy changes etc.) and verify inputs.
  • Review Market Data feeds and check for accuracy against independent sources such as Reuters and Bloomberg.
  • Monitor processing of new feeds onboarded for Volker, SVBM & SVaR and perform high level verification of new attributes
  • Daily monitoring, analyzing and reporting of dropped records for new LOB integration feeds
  • To implement daily review, investigation for new unvalued records for LOBs and identify required ownership of resolution
  • Manage NA Market Risk MO relationship with Line of Business Finance groups, Market Risk Technology, Market Risk Coverage and IB/Firmwide Reporting groups.
  • Complete ad hoc projects and infrastructure process improvement initiatives
  • Monitor, investigate and resolve unknown legal entities, and reconciliation breaks with respect to Var, Stress, Single Name, Country Risk and PCM (Specific Risk) positions.
  • Develop reconciliations & diagnostic reports.
  • Research and resolve LOB Finance, MRM and Audit inquiries with respect to VAR, Stress, Market Data, Country Risk, Single Name risk and PCM processes.
  • Participate in weekly stress testing process – partnering with MRM, LOB Finance groups and MRI technology; run business and legal entity level diagnostics and process stress adjustments (as required).
  • Perform VARS Front-end training and administration to local staff and business middle office clients, when necessary.
  • Maintain daily procedure manuals, ensuring that all local regulatory requirements are met.

Qualifications
  • Professional, self-motivated, and adaptable person who can work effectively under pressure.
  • Ability to understand business processes and their risk implications, analyze complex situations, reach appropriate conclusions, and make value-added and practical recommendations
  • Ability to work and solve problems independently, and be able to work in a deadline oriented environment working with large amounts of data.
  • Excellent verbal and written communication skills, with the ability to create and present training materials. Excellent interpersonal and negotiating skills; ability to develop effective credible relationships with the business, functional partners and auditors.
  • Very proficient and experienced in Microsoft Excel, using advanced formulas, vlookup, etc.; Pivot tables; data management and linking to external databases, etc.; ability to build macros and VBA desirable
  • Proficient with using other Microsoft products including PowerPoint, Word, Outlook, etc.
  • Ability to improve current processes and achieve efficiencies
  • Strong team player who can work well with colleagues of various levels and internal clients across regions.
  • University graduate in Finance or related discipline preferred.



Ref# SIN2323
Private Equity Analyst/Associate
Singapore

About the Job
As part of this firm's expansion plans, they are currently looking to add an Analyst/Associate to their team in Singapore. The hire is flexible for an Analyst 3 to an Associate 2. They are open to relocation if the candidate has a strong transaction experience.

Traditionally they have looked at Natural Resources, FIG, Real Estate, Industrials, but they are open to people who have covered different sectors as well. Generalists are most welcome as the Analyst/Associate would be expected to cover a wide variety of sectors in his/her foundation years with the firm.

The company offers an excellent training ground and one on one training with Senior Management, each with more than 15 years of investment experience globally. This is an execllent opportuniy for motivated individuals passionate about the investments business and interested to learn from respected investment professionals in the market.

Requirements
  • M&A experience would be the most relevant for the hire
  • At least 2 - 4 years of experience within Investment Banking, with a product focus on M&A as this would be the most relevant for the role
  • Generalists are welcome to apply



Ref# CHI2249
Associate - Private Equity Services
Chicago, IL

Job Description
Associates support loan growth, risk management, and client relationships in partnership with senior bankers. Associates assist in monitoring an assigned portfolio of credits. They independently process loan advances, monitor and analyze borrowers’ financial performance and loan covenant compliance. Associates work alongside senior bankers, as well as contact clients directly to better understand needs and resolve compliance related questions and inquiries. Associates handle a variety of routine credit documentation requirements in addition to reviewing noncompliance and past due status for assigned portfolio. They will also review financial information, collateral and other assets to assess portfolio risk and profitability. Associates review portfolio management reports and engage in regular portfolio review meetings with the credit officer. They prepare Loan Committee minutes and credit recommendation requests. Associates assist in the underwriting of credits, analyzing financial statements and preparing the due diligence approval package for new loans and modifications. They prepare the underwriting documents for credit, facilitate the booking process, and assure credit files comply with the firm's policies and procedures.

Skills & Requirements
Candidates must be able to work and think independently. Strong organizational and time management skills are critical, as multi-tasking is essential to monitor and engage with the overall portfolio. They must have excellent verbal, written, and interpersonal communication skills. Once on board, Associates must quickly gain a thorough knowledge of the bank operations and products as they will be working with internal and external Commercial Banking clients. They must be able to collaborate and work effectively with all areas of the Bank including our Global Partners. Associates must also be able to demonstrate the ability to identify and potentially cross-sell a broad range of products and services as this is necessary for career progression. Exposure to commercial lending or direct related experience is highly desirable. At minimum, general financial analysis skills and the ability to read and understand financial statements is required. Associates should have 2-4 years of commercial banking or related experience and a Bachelor’s degree or equivalent education preferably in Finance, Accounting, or Economics.


Ref# JOH6202
Associate, Investment Banking & Real Estate Private Equity
Johannesburg, SA

Investment Banking Responsibilities
  • Report to Managing Director within the team
  • Execution of cross-sector transactions
  • Coverage of companies in Africa with an emphasis on face to face client interaction
  • Perform in-depth evaluation of M&A deals in the region as part of client management presentations
  • Perform comprehensive due-diligence, develop financial models to project expansionary opportunities, craft detailed sales memo and management presentations outlining business strategy and assets, and coordinate process with selected buyers.

Real Estate Private Equity Responsibilities
  • Identify and screen new investment opportunities in the Real Estate sector and build a pipeline of prospective target companies
  • Guide, perform, and synthesize detailed due diligence of potential investments, including management, market, product, competition, technology, legal and financial analyses
  • Work with entrepreneurs, company management, and advisors to negotiate and close transactions
  • Support and monitor partner companies in their strategic and financial growth plans, including serving as a board member or board observer
  • Identify, facilitate and execute exit strategies for the fund's investments

Requirements
  • The ideal candidates should have 3 – 6 years of solid execution experience from a leading investment bank, independent advisory firm, private equity fund or big four consultancy firm
  • Some experience in the different aspects of M&A transactions from origination through to execution
  • Prior exposure to the real estate sector is required for the private equity role
  • Strong valuation skills and an exceptional academic record
  • Prior exposure to the African market is preferable



Ref# HON2311
Equity Trader
Hong Kong

The Equity Trading team executes all of the firm's equity and equity derivative orders. This includes substantial volumes of cash equities, CFDs, and listed and OTC derivatives. The desk supports a variety of internal investment teams, including Fundamental, Scientific, Global Macro and market neutral hedge funds, long only funds, ETFs, and Index funds.

Responsibilities
  • Provide ‘best execution’ across a range of equity instruments for all of the firm's internal businesses
  • Support trading desk to help manage orders and trade flow in a logical, risk-controlled manner with a high sensitivity to fiduciary responsibilities
  • Monitor market activity in areas of specialisation and provide feedback to portfolio managers
  • Support investment teams in terms of information flow, trade ideas and data requests
  • Deal with day-to-day administrative issues in support of trading activities and liaison with trading operations
  • Pro-actively contribute to the investment process to both reduce transaction costs and identify alpha opportunities
  • Working with internal IT and analytics groups to develop systems, analytics and coordinate trading activity

Skills/Qualifications
  • Degree(s) in relevant subject such as economics, mathematics, engineering, physical science. CFA qualification/part qualification would be an advantage
  • 5+ years of relevant trading experience
  • Strong quantitative skills
  • First rate understanding of the liquidity and microstructure of APAC equity markets
  • Experience in trading derivatives (futures and options) would be a benefit
  • Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
  • Enthusiastic and positive approach to market challenges
  • Excellent analytical skills applied in a practical environment
  • Well organised, disciplined approach to work with a high level of attention to detail
  • Strong work ethic with high level of self-motivation



Ref# CA3412
Investment Banking Analyst
Los Angeles, CA

Analysts are considered critical members of each deal team and will have the opportunity to work closely with senior professionals on a variety of transaction types. Candidates should have an exceptional undergraduate record and 1 to 3 years of work experience. Special consideration is given to candidates with “Big 4” accounting and/or prior investment banking experience, and local candidates are preferred. This is a pre-MBA position. Compensation is highly competitive.

Role & Responsibilities
  • Gather and interpret pertinent financial, strategic and operating data
  • Build comprehensive financial and operating models in Excel
  • Create all materials needed for meetings, pitches, presentations, conference calls, etc.
  • Basic deal processing (mechanical deal functions as well as firm memos and procedures)
  • Conduct industry research
  • Support team members whenever necessary to meet client goals
  • Edit all work for accuracy and precision

Skills & Characteristics Wanted
  • Quantitative and Technical Skills: Fundamental grasp of accounting and corporate finance theory; competent with financial ratio analysis and forecasting; familiarity with valuation and pro forma analysis; able to draw conclusions from quantitative analysis.
  • Research Skills: Able to research topics thoroughly using both standard and creative resources; able to synthesize information and present clear, concise conclusions.
  • Computer and Modeling Skills: Highly proficient with Excel, Word and PowerPoint, able to build spreadsheets and financial models, pro forma analysis, etc.
  • Written and Presentation Skills: Able to write and present in a clear, concise and persuasive manner; able to use exhibits creatively to present and support conclusions.
  • Accuracy: Focused on high level of accuracy and attention to detail in both quantitative and qualitative work and presentations; allows for time to check work at every stage of a process.
  • Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
  • Work Ethic and Attitude: Dedicated to accomplishing goals; strives for excellence; maintains a positive attitude through stressful situations. Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm’s resources efficiently. Thinks ahead to identify any obstacles and to enhance likelihood of success.
  • Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.



Ref# NY2310
Investment Banking Analyst
New York, NY

The Investment Banking Division of this firm is seeking highly motivated, talented candidates with requisite experience for an Investment Banking Analyst position. The Investment Banking Division provides a full spectrum of advisory services to middle market clients, including capital market financing, buyside and sellside M&A advisory, and restructuring. Given the firm's entrepreneurial environment, the firm expects Analysts to play a meaningful role in transaction execution, client coverage and overall growth of the franchise. Ideal candidates will be highly motivated, with strong analytical experience, and excellent interpersonal and communication skills.

Responsibilities
  • Executing client transactions
  • Conducting extensive financial modeling and valuation
  • Assessing industry research and trends
  • Preparing client presentations and materials
  • Developing internal memorandums
  • Managing data rooms and other required execution processes

Requirements
  • Relevant experience in investment banking, private equity and /or finance
  • Bachelor’s degree from a leading university in finance, accounting or economics with minimum GPA of 3.5
  • Strong financial modeling/valuation and analytical abilities
  • Strong writing proficiency
  • Proven ability to work well both independently and as part of a team in a fast-paced entrepreneurial environment
  • Exceptional work ethic, and interpersonal and time management skills
  • Highly organized, proactive and detail oriented
  • Outstanding ethics, integrity, and judgment
  • Series 7 or 79 required



Ref# SIN2312
Trainee Investment Research Analyst
Singapore

Responsibilities
  • To formulate effective investment views and make recommendations
  • Financial modelling & analysis
  • Preparation of research reports and presentations

Requirements
  • You should have a good university or master’s degree with at least 5 years of experience in equity investment research.
  • You should also have a good command of written and spoken English, sharp business acumen and a flair for numbers.
  • Inter-personal skills are also important as you will be working with investors and clients
  • Candidates with degrees in business, economics, accounting or finance and without equity research experience can join as trainee analysts and be coached through a 3-month structured learning programme, comprising lectures, projects and on-the-job training.



Ref# CH2315
Analyst
Chicago, IL

The Middle Market financial analyst program is an intensive two-year training program after which participants move on to graduate school or pursue other career opportunities. In the case of demonstrated exceptional performance and potential, the firm may extend such analystís program for an additional year.

Responsibilties
The financial analyst serves as a key member of the deal team, working with a managing director and a middle level investment banker. The analyst will be given significant responsibility and will receive client exposure, deal experience, and an understanding of transaction structures. In most M&A assignments, the analyst assists in the following:
  • Preparation of new business presentations
  • Business research & Valuation analysis
  • Improving the quantitative quality and timelines of all client-related work
  • Preparation of Confidential Offering Memoranda
  • Spreadsheet, business plan, budget and forecast preparation and analysis

Qualifications
Qualified candidates typically possess a combination of the following attributes:
  • Strong undergraduate academic performance (3.5 GPA or better)
  • Background in accounting, finance, or economics preferred but not required
  • Strong writing skills, as evidenced by writing samples
  • Ability to work a demanding schedule
  • Highly motivated with a strong desire to be the "best of the best"



Ref# NY3484
Investment Banking Analyst
New York, NY

Requirements
  • Prior investment banking experience required (minimum 18 months)
  • Exceptional analytic and interpersonal skills
  • Excellent industry analysis, financial analysis and modeling skills
  • Solid writing and research skills
  • High energy, hard working entrepreneurial mindset
  • Team player
  • Strong undergraduate academic record in finance, accounting or economics
  • Experience with Chemicals, Industrials, or Materials are a plus



Ref# LON2456
Investment Analyst
London, UK

The firm is currently looking to recruit an investment analyst to join the team. You will work with the executive teams of Digital Education, Digital Science and our portfolio companies. The role is an ideal entry into corporate venture capital, with a potential opportunity to grow into an investment manager role or an operational management position in one of the portfolio companies within the next 2-3 years. You will be based in London and report to the Investment Manager.

Responsibilities
  • Support in appraisal of investment opportunities (strategic fit, commercial analysis, financial analysis)
  • Support the Investment Team in the execution of M&A transactions and in the process gain exposure to the deal process
  • On-going analysis of market developments and trends in the field of Digital Education & Digital Science
  • Work closely with our portfolio companies, supporting them with quantitative & strategic analysis
  • Report financial and non-financial performance of portfolio companies
  • Support senior management team in meeting preparations

Qualifications
  • Recent graduate with 2.1 from top tier university, ideally in a numerate degree - Natural Sciences, Engineering, Maths
  • Strong analytical skills and a deep interest in online business models
  • Strong research skills as well as excellent communication skills, both verbal and written
  • Strong work ethic and a drive for perfection
  • Quick learner with ability to deliver to tight deadlines
  • Position requires some willingness to travel
  • Relevant work experience from within digital business, consulting, corporate finance (TMT experience a plus)



Ref# NY7349
Corporate Strategy Analyst/Associate
New York, NY

Key Responsibilities
  • Working with senior management and business units to determine strategic objectives and how to best execute upon them
  • Lead or support specific strategic initiatives and projects that promote the implementation of our long-term strategy
  • Work with the Strategy & Planning and Business Finance teams to provide periodical updates on business / regional performance and strategy
  • Support of senior management in the preparation of strategy workshops
  • Evaluating business opportunities globally, including acquisitions, partnerships and JVs

Ideal Candidate
  • A passionate interest in exploring and understanding financial markets and the asset management industry
  • A desire to work in a high-energy environment with a dedicated commitment to excellence
  • An ability to work as a team player, accept substantial individual responsibility and proactively create value for the team

Skills/Qualifications
  • Bachelor’s or equivalent degree with strong record of academic achievement
  • 1 – 3 years of experience in asset management, consulting or investment banking
  • Strong problem-solving and analytical skills; strategic and creative thinking aptitude
  • Ability to deliver in a fast paced environment with tight deadlines and multiple demands
  • Ability to clearly articulate ideas, both written and oral, to internal and external audiences across levels of seniority
  • Ability to work effectively at all levels of an organization and build strong relationships with team members, managers, and senior executives in multiple locations
  • Proficiency in financial modeling, Excel and PowerPoint and/or demonstrated willingness to improve these skills



Ref# CA1211
Investment Banking Analyst - Technology
San Francisco, CA

Primary Responsibilities
  • Developing financial models, pitch book materials and conducting company research, and analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings.
  • Other such duties, responsibilities and authority as may be reasonably required.
  • Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly.

Job Specifications
  • BA or equivalent with emphasis in finance/accounting.
  • Excellent written & verbal communication skills.
  • Experience and/or interest in Technology is preferred but not required
  • Familiar with computer applications such as MS Outlook, PowerPoint, Word, and Excel.
  • Previous experience in Investment Banking is highly preferred, although related industries will be considered.



Ref# NY8232
Analyst - Healthcare
New York, NY

Description
Analysts who join the Investment Banking Analyst Program at this firm are provided with a broad-based investment banking experience. After an intensive training program, Analysts will join either a product team (Mergers and Acquisitions, Equity Capital Markets, Financial Sponsors, Leveraged Finance and Restructuring, Private Equity Funds) or an industry sector team (Healthcare, Telecom/Media/Technology, Global Industrials, Consumer Products / Retail, Energy, Utilities, Financial Institutions, Latin America or Real Estate). Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing).
Analysts are asked to assume an integral role in the execution of many of the firm's transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients.
The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate – without having to attend business school.

Requirements
The firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry. For this particular position the firm is interested in candidates who have already gained Analyst experience at another bank or have worked in another industry but have gained transferable skills. Degree: Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment. Series 79.


Ref# NY2300
Investment Banking Analyst - Industrials
New York, NY

Description
The Analyst role will be in the Chemicals, Metals & Mining team within the Industrials group.
The Analyst is the primary analytical support for the investment bankers in the origination of investment banking transactions such as merger and acquisition advisory services, leveraged finance, investment grade debt, and public equity. Analysts also assist in the cultivation of customer relationships by conducting research, participating in strategic planning and assisting in the execution of advisory services. Analysts participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Analyst provides these services as part of a team consisting of Associates, Vice Presidents, and Managing Directors.

Requirements
  • Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
  • Professional experience through internships, part-time or full time work, and/or extracurricular activities
  • Demonstrated excellence in working effectively as an individual and as part of a team
  • Superior analytical, quantitative, leadership, interpersonal and written/verbal communication skills
  • Keen attention to detail and creative mindset
  • Prior direct financial modeling experience
  • Proven ability to multitask and meet deadlines
  • Dedication to building a career in Investment Banking
  • Strong motivation and organizational skills
  • Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
  • Experience in the Chemicals, Metals & Mining/Industrials industry



Ref# CH2222
Investment Banking Analyst
Chicago, IL

Duties
  • Provide presentation / research material for pitch books, memorandums, presentations and other projects
  • Develop financial models to analyze a wide variety of client specific projects
  • Support business development activities of senior investment bankers
  • Interact with clients on transactional and technical issues
  • Limited travel will be required

Qualifications
  • Bachelor’s degree in business or business related field (science and math majors included) with a minimum 3.5 GPA
  • Previous work experience in investment banking, accounting, consulting, or corporate finance is a plus but not required
  • Computer proficiency (Microsoft Office skills, specifically Excel and PowerPoint)
  • General level of financial knowledge (financial modeling, macroeconomics, current events, etc.)
  • Excellent verbal and written communication skills
  • Good judgment in confidential situations and ability to exercise discretion when handling confidential information
  • Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniform Securities Agent State Law Exam (Series 63)
  • Strong work ethic and ability to work on a team



Ref#: NY8482
Analyst
New York, NY

Corporate and Institutional Banking
Corporate and Institutional Banking (Global Banking and Markets) is comprised of relationship teams and investment bankers who have strong industry links and a thorough understanding of sector issues and trends. They serve customers from different industries, such as autos, chemicals, and global financial companies, offering them banking services, financial advice and cross border solutions. Analysts form an important part of the Global Banking and Markets teams, and you’ll be asked to take on real responsibilities right from the start. Depending on the size of the team you’re allocated to, you’ll support one or two Global Relationship Managers, helping them maximize the full range of their client relationships.

Responsibilities/Functions
This role will support the entire Global Banking Multinationals team in conducting and completing required customer due diligence for all clients managed by this team. As part of this due diligence process, the Analyst maybe required to speak directly with clients to gather all necessary information. This role will also heavily interact with other internal groups, such as Compliance and our Client Onboarding team. Additional responsibilities may include answering client inquiries, assisting with credit reviews and supporting the Relationship Managers as needed.

Qualifications
  • Undergraduate degree
  • Minimum 3.2 Cumulative Overall GPA
  • Superior quantitative, analytical, communication and leadership skills are essential
  • A second language is advantageous, but not essential
  • High attention to detail and inquisitive nature



Ref# MA
Investment Banking Analyst
Boston, MA

Highlights
  • Learn the fundamentals of corporate finance and mergers & acquisitions execution and analysis
  • Work on live and on-going transactions and interact with clients while building network and experience
  • Help generate ideas for new client opportunities

Responsibilities
  • Research and analysis related to transaction generation and execution
  • Analyzing detailed corporate and financial information
  • Creating statistical exhibits that analyze comparative financial performance
  • Building integrated financial models to illustrate projected financial results and value to companies
  • Developing marketing memoranda and other tools supporting market penetration
  • Participating on advisory teams that execute various financial transactions
  • Maintaining databases of information regarding clients, prospects, transactions, market segments, etc.

Requirements
  • Bachelor’s degree required, with superior academic performance
  • 6 months to 1 year experience in investment banking with similar responsibilities; M&A focus preferred
  • Strong quantitative and analytical skills
  • Desire to work in a fast paced environment
  • High degree of initiative and must be a self-motivator
  • Ability to work independently and function as part of a team
  • Composure and confidence to manage conflicting priorities and multiple tasks simultaneously
  • Strong interpersonal, communication skills (written and oral)
  • Strong extracurricular activities and work experience
  • Excellent Excel and PowerPoint skills High interest in financial markets and technology industry sectors and trends
  • Pass federal and state securities exams (S79 & S63)
  • Work authorization in the U.S. required, and not requiring sponsorship



Ref# NY8231
Investment Banking Analyst
New York, NY

Description
This firm is an investment banking firm that focuses exclusively on the health care industry. The firm has one of the largest teams of experienced health care bankers and capital markets professionals on Wall Street. They provide capital raising, M&A, real estate, and strategic and financial advisory solutions for its clients.

Position Summary
The Analyst will work in small, focused deal teams on mergers & acquisitions, private equity and debt capital raising, fairness opinions, valuations, strategic advisory engagements, and tax-exempt bond underwriting. Small deal team staffing provides an excellent opportunity for senior-level client exposure.

Key Responsibilities
  • Preparing comprehensive financial models and valuations of private and public companies including discounted cash flow, comparable company, precedent transactions, return on invested capital, and merger consequence analyses
  • Developing and evaluating alternative capital structures through the use of various debt instruments and derivative products
  • Drafting offering memoranda, preparing internal committee memoranda, and creating client “pitch books,” management and board presentations
  • Maintaining proprietary databases used in research and corporate valuation functions
  • Compiling research and industry news for current financial trends as well as for weekly firm newsletter
  • Providing overall transaction team support
  • Assisting in managing relationships with other professional firms and trade groups

Qualifications
  • One year of relevant experience in investment banking, private equity, corporate development, finance and/or consulting
  • Strong educational background with a Bachelors degree with coursework in finance, accounting and/or economics and overall cumulative minimum GPA of 3.5
  • High degree of academic and extracurricular achievement
  • Proven ability to work well in a fast-paced team environment
  • Superior written and oral communication skills
  • Strong analytical skills, including accounting fundamentals
  • Willingness to commit substantial time and energy to the program
  • Strong work ethic and time management skills
  • Interested in gaining domain expertise in the health care industry
  • Must be willing to travel when necessary



Ref# MA1732
Investment Banking Analyst
Boston, MA

Description
The Analyst will work closely with senior team members while executing a variety of corporate finance transactions and supporting business development initiatives. Analyst responsibilities include:
  • Analyzing companies, industries, historical financial statements and prospective financial information;
  • Building financial models and performing valuation analyses;
  • Drafting proposal materials and transaction marketing documents;
  • Assisting in identifying appropriate investors and/or strategic and financial buyers;
  • Managing and executing due diligence;
  • Maintaining relationships with client personnel at appropriate levels;
  • Analyzing M&A market trends and writing related industry research.

Qualifications
  • Four year degree with outstanding academic record;
  • High degree of maturity and integrity;
  • Strong attention to detail, leadership skills and work ethic;
  • One to two years of prior relevant work experience
  • Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment;
  • Demonstrated aptitude for quantitative and qualitative analysis;
  • Solid understanding of financial statements and financial modeling;
  • Strong verbal and written communications skills;
  • Excellent organizational and problem solving skills; and
  • Proficiency with Microsoft Office products and Capital IQ.



Ref# CH1242
Investment Banking Analyst
Chicago, IL

A leading middle market investment bank and one of the largest privately-held full service investment banks in the United States, is seeking to hire an Analyst and Associate for its Financial Institutions coverage group in Chicago, Illinois. Analysts and Associates support senior investment bankers in the execution of a variety of corporate finance transactions, including merger & acquisitions (M&A) and the issuance of debt and equity capital. The selected candidate is required to complete the Series 63 and Series 79 examinations within three months of being hired, if not already obtained.

Candidates must possess the following characteristics:
  • Outstanding academic record (minimum cumulative GPA of 3.30, plus relevant internship experience);
  • Strong working knowledge of Excel/PowerPoint/Word;
  • High level attention to detail;
  • Strong background in economics, finance and/or accounting;
  • Strong work ethic with an ability to self motivate; and
  • Ability and willingness to work long hours and on weekends.

Previous investment banking, M&A, leveraged finance or merchant banking experience is a plus. The candidate should be capable of flourishing in a small team environment within a short period of time.


Ref# ON1267
Global Investment Banking Analyst
Toronto, Ontario

Each year, this firm hires undergraduates into its Analyst Program to work in the Global Investment Banking division. Candidates for this program are hired for an initial two-year period. Following a comprehensive orientation and training program, Analysts become part of the firm's transaction teams that execute deals for some of the nation's leading corporations. Analysts are assigned a variety of analytical tasks associated with debt and equity financings, mergers and acquisitions and other financial advisory assignments. Successful Analysts use these opportunities to hone their skills, gain exposure to interesting and leading-edge transactions and learn from some of the best and brightest people in the industry. On completion of the two-year program, many Analysts return to university to pursue postgraduate studies. However, some top-performing Analysts are given the opportunity to remain with the firm for a third year.

In selecting Analyst candidates, the firm looks for well-rounded individuals with a track record of outstanding academic achievement, proven analytical skills and a diversity of extracurricular activities. Other essential qualities they look for include strong oral and written communication skills, leadership qualities, initiative and the ability to play a key role as team member in a fast-paced and challenging work environment. Candidates must be in the final year of an HBA/undergraduate program, and have usually focused their studies on business or economics, although this is not a prerequisite. Most importantly, candidates must demonstrate a desire to learn and an eagerness to make a meaningful contribution to the team environment.


Ref# CA1093
Investment Banking Associate or Analyst
Los Angeles, CA

This firm is seeking a highly motivated, experienced Associate or Analyst to join their team. Investment Banking Analysts & Associates assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Assist in active equity and merger and acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement. Travel to client meetings, drafting sessions and due diligence as necessary. Participate in any other requests from senior bankers or clients.

Candidates should have experience working in a fast-pace professional environment and be able to hit the ground running. Candidates must have a proven academic record and a strong interest in finance. Accounting, Business, Economics and Finance concentrations are preferred. The ideal candidate will have a strong work ethic; have the ability to function equally well in both a team setting and on a self-directed basis; and have excellent mathematical, writing, verbal and computer skills.


Ref# MA2399
Investment Banking Analyst
Boston, MA

Description
Recruiting for a 1+ year Investment Banking Analyst for a boutique shop in downtown Boston. Candidate must have an undergradate degree in finance, economics, business or accounting from a top school, along with at least one year from another investment bank for the Analyst role.



Ref# DC3553
Investment Banking Analyst
Reston, Virginia

Desired Skills
  • Previous experience in accounting, finance, or investment banking
  • Master's Degree

Essential Duties & Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Work as an integral part of the Investment Banking Team in executing all facets of the deal process.
  • Financial analysis and valuation work.
  • Strategic and financial research.
  • Complex financial modeling
  • Preparation of materials used in the sale, acquisition and/or financing of our clients.
  • Preparation of investment memoranda and management presentations.

Requires Skills/Competencies
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelors degree in a relevant field with exceptional academic credentials with academic coursework or internship in finance or related field, pursuing Masters of Business Administration or comparable education and related training
  • One year of work experience with a quantitative background
  • Must complete Financial Industry Regulatory Authority Series 79, and 63 or equivalent licenses within 6 months of employment.
  • Excellent analytical, quantitative and research skills
  • Strong teamwork and personal productivity skills in a fast paced, high pressure environment
  • Excellent computer skills
  • Well rounded interpersonal skills
  • Superb oral, written and presentation skills
  • Ability to travel as needed



Ref# MA3452
Analyst
Boston, MA

Roles & Responsibilities
  • Analyze transcripts and audio of earnings calls and conference presentations using behavior assessment methodology
  • Use methodology to derive conclusions about management's expectations for near-term company performance
  • Prepare investment memos for consideration by other team members
  • Present and debate investment theses with full investment team

Competencies
  • Strong analytical and research skills
  • Avid observer of and keen interest in human behavior and communication
  • Knowledge of business strategy, operations and financial statements
  • Superior problem-solving skills, attention to detail and ability to think creatively and logically
  • Ability to clearly articulate reasoned conclusions in writing and orally
  • Demonstrated ability to learn rapidly
  • Comfort receiving direct feedback
  • Highly self-motivated and able to succeed in high-pressure environment

Qualifications & Experience
  • Bachelor's degree including coursework in business, economics, finance and other relevant subjects
  • Strong academic achievement; GPA of 3.5+ strongly preferred
  • One to three years of experience in investment banking, investment management, management consulting or other relevant areas
  • Given qualitative focus of role, financial modeling experience not required



Ref# NY2838
Business Development Company Loan Analyst
Rye Brook, NY

Qualifications
Someone with at least some experience (i.e. 6 months - 3 years) in the financial sector or in a finance or accounting role, preferably having worked with debt instruments and is familiar with the investment due diligence process. Candidate should have a strong GPA from a recognized undergraduate program. You must be a proactive, self starter with strong intellectual curiosity, solid written and oral communication skills, as well as strong organizational capabilities - there will be plenty of multitasking.

Responsibilities
  • Due Diligence: Industry research, company valuation reviews, review financial statements, financial projection modeling, information and structuring calls with management and other due diligence procedures on a per investment basis, such as customer confirmation calls and analysis of customer contracts;
  • Loan Monitoring: Maintaining financial monitoring spreadsheets for investments, aggregate portfolio monitoring, familiarity with underlying legal documentation regarding investments, and working with our leverage providers and loan servicers.

What You Will Learn
Analyst will develop an excellent understanding of the BDC's targeted markets and underlying debt instruments, interface with borrowers, investors and leverage providers and learn about structuring investments, implementing investment strategies, portfolio and risk management and operational controls.



Ref# NY8450
Analyst
New York, NY

Position Responsibilities
  • Assist the underwriting team in assessing new investment opportunities for the firm
  • Prepare investment and downside case financial models
  • Assist in the preparation of investment memorandums for presentation to the Investment Committee, including: Preparation of company, industry and financial charts and analysis, Perform independent research on company and industry (internet, analyst reports, public comps), Assist junior underwriter in the coordination of deal closings.
  • Assist in the preparation of portfolio reviews of existing investments, including: Preparation of historical and projected covenant models, Written credit analysis of historical and projected financial performance, Review internal monitoring templates to ensure accuracy of investment detail.
  • Assist in the management of accounts by monitoring industry events and through company press releases and monthly/quarterly financials, industry and company research reports, etc.
  • Assist in processing amendment/waiver requests, as necessary
  • Other duties as assigned

Candidate Requirements
  • Bachelor’s Degree, preferably with a major in Finance, Business, Accounting or related financial discipline with an outstanding record of academic achievement
  • 1.5-3 years of experience in a finance function, preferably in a leveraged credit, investment banking or commercial banking environment
  • Strong analytical, financial modeling and research skills
  • Proficient in Excel, Word, PowerPoint and other software

Candidate Attributes
  • Excellent interpersonal and communication skills, written and verbal
  • Strong work ethic, ambitious and dependable
  • Organized and thorough with exemplary follow through
  • Ability to work well within small team and meet short deadlines
  • Ability to manage changing demands in fast-paced environment
  • Awareness of own limitations and knowledge of when to ask questions
  • Heightened attention to detail, meticulous, detail-focused and consistently accurate



Ref# CH4851
Analyst
Chicago, IL

Position Summary
The Analyst’s role is to support the Firm’s Associates, Vice Presidents and other deal team members in the full range of M&A advisory, restructuring and financing transactions for our corporate and private equity clients.

Duties & Responsibilities
  • Assist in building and refining financial models
  • Provide initial research on prospects
  • Conduct industry and company research and analysis
  • Collect, present and analyze transaction comparables
  • Assist in the preparation of business development pitch books, client memoranda and other presentations
  • Identify acquisition, divestiture and capital-raising targets for corporate and private equity clients
  • Support business development activities, including pre-conference preparation and post-conference follow-up, such as organizing marketing materials, preparing meetings schedules, adding contacts to CRM, etc.
  • Perform certain administrative functions, such as taking notes at meetings, organizing conference calls, preparing for in-office meetings, and printing and assembling pitch books
  • Perform other tasks as requested by senior team members
  • Demonstrate commitment to providing high quality and high value materials and insights

Requirements
  • BA/BS degree in Finance, Business Administration, MIS or related degree
  • Prior work history within the investment banking or strategic consulting industries
  • Entrepreneurial attitude and strong written, oral, and presentation communication skills
  • Ability to pay attention to detail and manage multiple ongoing client engagements
  • Strong qualitative and quantitative valuation/analytical skills
  • Excellent problem solving and analytic ability



Ref# NY8449
Investment Banking Analyst - M&A
New York, NY

Job Description
  • Build detailed financial models to analyze the impact of mergers, acquisitions, leveraged buyouts and capital raiseson earnings, cash flow, credit profile and ownership
  • Perform company valuations using techniques such as discounted cash flow, leveraged buyout
  • Work with different officers to create strategic presentation materials concerning M&A and capital structureadvisory for clients in the all major industries. Company, precedent transaction, and sum-of-the-parts

Requirements
6 months to 2 years of Financial Modeling experience. Will consider Research, Consulting, or Investment Banking experience.


Ref# NY8348
Investment Banking Analyst
New York, NY

About the Job & Responsibilities
Analysts are expected to be meaningful contributors to the transaction process, new business development and overall growth of the firm.
  • M&A Execution: Working intimately with clients, senior-level team members and outside professional advisors (consultants, lawyers, accountants) on acquisitions, divestitures and special situations (Board advisory, takeover defense, fairness opinions) transactions.
  • Existing and New Client Relationship Development: Developing a deep understanding of industry dynamics, clients’ strategies and business models, and generating and presenting transaction and corporate development opportunities.
  • Expansion of Franchise: Contributing to all facets of the firm’s continued growth, including identification and development of best practices, new client development, mentorship and training of new junior professionals and maintaining the culture.
  • Develop financial models and perform customized company valuation analyses
  • Organize and prepare presentations which explain industry trends, assess clients’ situations to provide appropriate advice and recommend strategies to meet client goals
  • Assist in the marketing and planning of engagements
  • Prepare confidential information memoranda, management presentations and other marketing documents involved in sale transactions
  • Coordinate and perform business due diligence and execute M&A transactions
  • Build relationships and maintain direct contact with clients, prospective clients and professional advisors

Requirements
  • At least 1 year of investment banking, relevant consulting or corporate development experience
  • Bachelor’s degree in business or economics preferred with high GPA
  • Understanding of accounting and finance with knowledge of academic and applied investment banking methodologies
  • Knowledge of relevant information resources: Capital IQ, Thomson and other data sources
  • Excellent mathematical, writing, interpersonal , communication and technical (computer) skills
  • Ability to exercise judgment, prioritize tasks and work on multiple engagements simultaneously while maintaining attention to detail and the highest quality work product
  • High integrity and intellectual curiosity
  • Ambition, motivation and drive to succeed in a fast-paced, entrepreneurial, high-performance and collegial work environment
  • Strong commitment to the job with ability and willingness to work long hours and on weekends
  • FINRA Series 79 & 63 certification a requirement within first 90 days



Ref# NY4571
Analyst/Associate - Strats Division
New York, NY

Divisional Overview
The firm's Strats business unit is a world leader in developing quantitative and technological techniques to solve complex business problems. Working within the firm’s trading, sales, banking and investment management divisions, strats use their mathematical and scientific training to create financial products, advise clients on transactions, measure risk, and identify market opportunities.

Roles within Securities Strats
Securities Strats play important roles in several areas. Some Strats sit on trading desks, creating cutting-edge derivative pricing models and developing empirical models to provide insight into market behavior. Others develop automated trading algorithms for the firm and its clients, taking an active part in the increasing shift from voice to electronic trading. A third group works directly with the firm’s sales force and clients, analyzing exposures, structuring transactions, and applying quantitative concepts to meet client needs. Between these teams, Core Strats design and develop complex parallel computing architectures, electronic trading tools, and advanced algorithms.

Roles within Investment Banking Strats Investment Banking Strats collaborate with marketers and bankers in Investment Banking and the Financing Group to create quantitative strategies and analyses that lead to value-added transactions with clients. In the course of business, Investment Banking Strats use models to simulate and evaluate financial statements, funding, structuring and hedging strategies and risk management alternatives. Investment Banking Strats possess both general and specialized skill sets, developing expertise across products, markets, industries and strategic transactions.

Requirements
  • Successful members of the team hold Bachelors, Masters and Doctoral degrees in Physics, Engineering, Mathematics, Computer Science and many other fields.
  • Although the work performed by Strats is financial in nature, applicants need not have specific financial knowledge or experience to apply. As a business unit, they are interested in bright individuals who have advanced mathematical and computational backgrounds and a willingness to learn about finance.
  • Mathematics:Understanding of partial differential equations, stochastic calculus, time series analysis, statistics and numerical techniques.
  • Technology:Experience building large-scale distributed systems, implementing fundamental algorithms and working in different programming languages.
  • Finance:Understanding of market dynamics and conventions, and of different products’ behaviors and specifications.



Ref# MA4573
Investment Analyst
Boston, MA

About the Firm
This firm is one of the largest multi-family investment managers of low-income housing in the U.​S.​ The firm specializes in low-income housing tax credit investment syndication and asset management.​ The company recently ranked #3 in the NMHC 50, the National Multi Housing Council’s annual authoritative ranking of the nation’s top apartment owners.​

Key Responsibilities
  • Maintain property lists for internal and external clients.​
  • Prepare benefits schedules for internal and external clients.​
  • Manage monthly investor registration process.​
  • Track and Communicate LIHTC Agency Award Announcements.
  • Assist with the preparation of information requested by Investors in preparation for investment closings.​
  • Work with the Treasury department to ensure accurate processing of cash transactions as they relate to bridge line activity.​
  • Interface with Finance/​Treasury to accurately project fund expenses and prepare fund profitability analyses on new/​prospective funds.​

Minimum Requirements
  • Bachelor's degree in Finance
  • 1-2 years related financial modeling experience
  • Proficient with MS Office
  • Excellent communication skills
  • Ability to balance multiple projects and communicate effectively with senior management
  • Demonstrated ability to think critically and creative problem-solving
  • Attention to detail
  • Self Starter



Ref# CA4573
Investment Banking Analyst
San Francisco, CA

Investment Banking Analysts work in client-focused teams within the corporate finance and M&A advisory departments to help the Technology clients achieve their financial and strategic objectives. Analysts will be banking generalists and often involved with multiple simultaneous projects across teams. Analysts are responsible for researching, analyzing and creating presentations related to transaction development and execution. The work is challenging and Analysts are given substantial responsibility and encouraged to roll up their sleeves, thoroughly analyze financial statements and corporate materials, and think “outside the box.”

Highlights
  • Extensive corporate finance and mergers & acquisitions transaction experience
  • Work with high-growth, disruptive tech companies in a variety of transactions with direct client interaction
  • Learn from and work with teams of diverse professionals, including senior bankers and experts in other areas within the firm
  • Unparalleled work culture in a collegial environment, with substantial responsibility

Responsibilities
  • Analyzing detailed corporate and financial information and preparing financial models, valuation analysis and analytic support
  • Performing company, industry, market and competitor research and due diligence relating to both deal generation and execution
  • Developing pitch materials, marketing memorandum, investor presentations and other deal related materials
  • Working directly with client senior management teams throughout all phases of transactions

Requirements
  • Currently pursuing Bachelor’s degree with expected graduation date between December 2012 and August 2013
  • Superior academic performance, 3.3 GPA minimum
  • Strong quantitative and analytical skills; ability to learn quickly
  • High interest in financial markets, technology industry sectors and trends
  • Desire to work in a fast paced environment
  • Ability to work independently and function as part of a team
  • Demonstrated commitment to obtaining outstanding results
  • High degree of initiative and self-motivation
  • Exceptional level of attention to detail
  • Ability to manage conflicting priorities and multiple tasks simultaneously
  • Excellent interpersonal and communication skills (written and oral)
  • Extracurricular activities and work experience preferred
  • Pass federal and state securities exams (S79 & S63)
  • U.S. work authorization required



Ref# NY4572
Investment Banking Real Estate Analyst
New York, NY

Overview
The firm's Real Estate and Lodging Investment Banking Group ("REALIB") is looking to hire an experienced analyst for an immediate start. The REALIB Team provides advisory and capital market solutions to the world's most significant real estate, gaming, lodging and homebuilding companies as well as select private real estate owners, developers and investors.

Program
REALIB analysts serve at the center of every deal or project team. As an analyst, you will work with top-tier professionals and play an integral role in the coverage of and executions for some of the largest and most sophisticated clients in the world by assessing and executing their highest priority strategic alternatives, including raising debt and equity and advising on mergers and acquisitions. Analysts work in small teams of bankers, affording them direct exposure to senior bankers within the firm. As a result, senior bankers and clients know you - both as a person and as a valued member of a winning team. Analysts will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. In relatively little time, you will interact with clients, travel for the firm and handle increasingly important responsibilities.

Qualifications
The work in Corporate Finance is fast-paced, demanding, and intellectually stimulating. The firm is looking for candidates with strong quantitative, analytical and communication skills. You should also be adaptable, be able to manage projects independently and be ready to assume a high level of responsibility as a productive member of a team. Previous experience in investment banking, capital markets and/or real estate is a requirement. In addition, qualifications for this role include:
  • Minimum of 2 years of investment banking experience
  • 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



Ref# ON4574
Investment Banking Real Estate Analyst
Toronto, ON

As a Real Estate Analyst you will join the firm's Investment Banking department to provide a broad range of analytical, research and presentation preparation support to all the professionals within their group. As part of a deal team you will gain exposure to working with individuals from various groups across the firm. A team approach to executing coverage and financing assignments is designed to provide progressive on the job training.

Job Requirements
  • Conduct financial analysis and asset valuations using Microsoft Excel and Argus Software
  • Review and analyze property level information, including leases, budgets, mortgage documents, and financial statements
  • Assist in the composition of marketing documents and presentations
  • Review third party reports, including appraisals, property condition reports, and environmental site assessments
  • Gather real estate market, economic, and demographic data
  • Maintain various industry and market research databases

Qualifications
  • Successful candidates must exhibit the firm's values of trust, team work, and accountability
  • Must have a university degree in finance, commerce or accounting
  • Must have two years of relevant work experience
  • Must have 2 years of working experience with Argus
  • Must have high technical proficiency with Microsoft Excel
  • Must have superior analytical and quantitative skills (i.e. financial and data analysis)
  • Must be able to work within a demanding and dynamic team environment
  • Must have highly effective written and oral communication abilities
  • Must have a strong work ethic with a commitment to detail and accuracy
  • Must have a proven academic track record



Ref# RI4570
Private/Public Equity Analyst
Providence, RI

About the Firm
Greenwich Strategy is a boutique investment strategy consulting firm based in Providence, RI. We work for a select clientele of very successful PE funds and fundamental public equity investors—supporting their investment decisions and strategies by analyzing topics such as: market size and growth, competitive positioning, pricing strategies, operational improvement opportunities, and macro-economic supply/demand factors.

Position Description
We are seeking an experienced Analyst to join our team. The Analyst role is a crucial one in our small firm, and is also an excellent job opportunity for the right person. Job responsibilities fall into two main categories: quantitative analysis and modeling (mainly using Excel), and primary research (mainly identifying individuals and organizations with informed opinions, and interviewing them). Analysts work closely with partners & senior consultants, and participate fully in the every aspect of our collaborative process—including being a part of virtually every client meeting.

This position is a superb platform for a top business school or other graduate program. Past Greenwich Strategy Analysts have been admitted to many of the country’s top MBA programs, including Harvard, Wharton, Tuck, Stanford, Chicago, Columbia and Yale.

Desired Skills & Experience
Bachelors degree. Strong undergraduate academic record. At least one year of post-graduate work experience in investment banking/related finance capacity, or consulting. (We have found investment banking training & experience to be a strong indicator of success in this position.) Strong command of Excel is a must. Experience with PowerPoint is also a plus.


Ref# NY4569
Investment Banking Analyst
New York, NY

This group of a prestigious international bank seeks a junior/first year investment banking analyst to join their team. The analyst will participate in the analysis of M&A opportunities and support of event-driven financings for Corporate Investment Bank clients. Analyst will interact with Corporate Investment Bank coverage teams in various industry verticals to support ongoing coverage via analysis and maintain dialog with senior management on strategy, capital structure and acquisition financing.

Responsibilities
  • Financial analysis, including: pro forma earnings, accretion/dilution, sum-of-the-parts, comparable company analysis, leveraged buyout models, intrinsic valuation (including DCF), other financial analyses to assess impact from merger, acquisition, divestiture, etc.
  • Maintain analytical databases and market materials.
  • Strategic business analysis and detailed industry research to facilitate understanding of relevant market and industry dynamics.
  • Preparation of client and internal presenations.
  • M&A analyses to support internal transaction approvals.
  • Fundamental industry research to support the sourcing of potential acquisitions and analyze the operational/market impact of potental transactions.
Requirements
Position requires candidate to have 6 months to 1 year of investment banking experience analyzing and executing M&A transactions and financings. Participation in a formal investment banking program highly desired.. Strong commercial orientation. BA degree. Series 7/79, 63 required.


Ref# DC4568
Investment Banking Analyst/Associate
Bethesda, MD

This firm is a growing investment banking team located in the Washington area (Bethesda) seeking an investment banking analyst/associate to join the team. Responsibilities include preparing analysis and models to be used in stock valuations and mergers and acquisitions; preparing reports and presentations; financial writing, editing and proofreading; participating in presentations; and interacting with client CEO and CFOs.

Candidates must have at least one to two years of relevant work experience in financial analysis, investment banking, M&A, accounting and/or financial report writing. Applicants should exhibit polished verbal and written communication skills and are expected to be strong writers/editors. Candidates should also possess a strong knowledge of Microsoft PowerPoint Excel and Word as well as use of sophisticated database programs (SNL). Training, licensing and support for career development is provided.


Ref# CA5256
Investment Banking Associate - JCP Securities, Inc.
Irvine,CA

Responsibilities
Lead and oversee key aspects of merger and acquisition deal process with focus on aerospace and defense sector.

Requirements
  • Bachelor's degree in Business Administration, Accounting, Economics, or Finance
  • 3 years of experience in job offered or 3 years of experience performing economic, financial, and valuation analysis and modeling with focus on aerospace and defense sector.
  • Prior experience must include 3 years working on sell-side transactions, including performing due diligence.
  • In alternative, employer will accept master’s degree and 1 year of experience.

Please send your resume to resumes@janescapital.com for consideration.



Ref# MA5263
Investment Banking Analyst
Boston, MA

Responsibilities
  • Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching industries or sectors as determined by senior bankers in targeting certain clients or industries.
  • Assist in active equity and merger and acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
  • Travel to client meetings, drafting sessions, road show stops and due diligence as necessary.
  • Participate in any other requests from senior bankers or clients.

Qualifications
  • Bachelor’s degree required; business or economics degree preferred.
  • Internship or prior work experience in financial services industry preferred.
  • Proven track record in university studies required.
  • Series 79 and 63 licenses required within 90 days of hire.
  • Detail oriented with strong analytical abilities.
  • Excellent mathematical, writing, verbal and computer skills.
  • Ability to adapt to new tasks with little notice.
  • Ability to manage expectations of senior bankers while working on projects simultaneously.
  • General understanding of accounting and finance.
  • Committed to satisfying internal and external customers.



Ref# NY5262
Investment Grade Finance - Analyst
New York, NY

This role is for someone who is a First Year Analyst. Analysts within Investment Grade Finance monitor global rate and credit market dynamics and how they affect the clients' liability portfolios and issuance decisions; help to advise clients on marketing, timing and pricing of debt issuance and loan origination as well as repurchasing or restructuring debt; coordinate with syndicate, sales and trading to price and sell the bonds; know all priority clients and key financing decision makers (CFOs, Treasurers, Asst. Treasurers, and Capital Markets Directors); and maintain direct dialogue with client coverage officers, debt and equity partners. You will function as a fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs and VPs. The Analyst is an integral part of Investment Grade Finance where team members rely on the Analyst to drive the process in deal executions and pitching.

Qualifications
  • Strong communication skills both oral and written.
  • Successful candidate will be able to comfortably interact with clients, coverage bankers and other product partners
  • Strong analytical skills - both qualitative (credit analysis) and quantitative (bond math, pricing)
  • Ability to work efficiently in a high pressure environment
  • Strong organizational skills with ability to multi-task and prioritize deliverables



Ref# CH5266
Investment Banking Analyst
Chicago, IL

Job Summary
The Investment Banking Analyst is expected to work primarily within the Financial Institutions Group, assisting clients with mergers and acquisitions, equity and debt offerings, and restructurings. Previous investment banking experience is not required; however, all applicants must hold a bachelor’s degree and possess a minimum 3.5 GPA. The Analyst is expected to commit such time as is necessary to effectively fulfill their responsibilities, which will require 65 to 80 hours per week or more (including some weekends), depending on work load.

Qualifications
  • Bachelor’s degree with a minimum 3.5 GPA
  • Ability and willingness to work long hours, nights, and weekends
  • Computer proficiency (Microsoft Office skills a plus, specifically Excel and PowerPoint)
  • General level of financial knowledge (financial modeling, macroeconomics, current events, etc.)
  • Excellent verbal and written communication skills
  • Previous work experience in investment banking, accounting, consulting, or corporate finance is a plus

Duties
  • Provide presentation / research material for pitch books, memorandums, presentations and other projects
  • Create financial models to analyze a wide variety of client specific events
  • Support business development activities of senior investment bankers
  • Interact with clients on transactional and technical issues



Ref# CA5264
Public Finance Investment Banking Analyst
San Francisco, CA

Responsibilities
  • Developing financial models to structure and optimize transactions
  • Preparing analyses on client capital structure, debt capacity and credit profile
  • Drafting responses to request for proposals by clients
  • Preparing presentations for financing proposals and new business development
  • Interacting with internal and external financing team members in developing, executing and closing of a transaction

Qualifications
  • B.S. or B.A. with major(s) in business, economics, public administration or related fields is preferred.
  • Previous experience in working in public finance or with public agencies (especially cities or counties) is a strong positive.
  • Successful candidates will be highly self-motivated and willing to work long hours when needed.
  • Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected.
  • Well organized, attention to detail and able to manage multiple projects under pressure.
  • Advanced user of Excel, PowerPoint and Word.
  • Fluent in Spanish preferred.
  • Strong communication and professional presence with clients required.



Ref# NY5259
Investment Banking Analyst
New York, NY

Job Description
The Investment Banking Analyst is primarily involved in research and analysis related to transaction generation and execution. Analysts are involved in all facets of investment banking activities, including compiling industry and client company data, developing financial models and preparing valuation analyses. Analysts provide valuable input on mergers and acquisitions advisory services, valuations, leveraged buyouts, and other investment banking activities. Analysts develop pitch books, offering memoranda and other materials used for presentations to prospective and engaged clients.

Requirements
  • BA/BS
  • Strong Leadership Skills, excellent communication skills
  • Solid writing skills
  • Strong Academic Record
  • Ability to Multi-Task
  • Entrepreneurial Spirit
  • Dedicated Teamwork
  • Familiarity with Excel and PowerPoint



Ref# CA5257
Investment Banking Analyst Program 2013
San Francisco, CA

Position Overview
In this two to three year program the firm offers recent college graduates interested in investment banking the opportunity to work as analysts in the Corporate Finance Department. Because of their small deal teams and middle market focus, analysts have the unique opportunity to work with senior bankers and company executives, including CEOs and CFOs. In a short period of time, analysts gain a high level of competency and play an integral role in the execution of M&A transactions and public and private capital raises. Analysts spend their first year ensuring their mastery of key skills and critical job functions, such as industry and company research, financial valuation and analysis and assisting in client and management meetings. Strong performers are offered an opportunity to be a third-year analyst in which they take on additional responsibility for projects, working more at an Associate level. High-performing third-year analysts have an opportunity to be directly promoted to become associates. Throughout the program, analysts receive a significant amount of support. Ongoing training comes from senior bankers on deal teams, second-year officemates, Associates and research librarians who support analyst work and provide one-on-one training. After the program, many analysts explore opportunities such as business school and positions with private equity firms or clients. The firm often plays an active role in helping the analysts with their next step.

Qualifications
Prospective candidates should be highly motivated, detail-oriented and team players. Although no specific major or concentration is required, the firm seeks individuals with excellent mathematical, computer, written and verbal communication skills. A general understanding of accounting and finance is beneficial. Applicants must be currently enrolled in a college or university undergraduate program. In addition to a strong GPA, candidates should have a demonstrated history of campus involvement and leadership potential.


Ref# CA9251
Investment Banking Associate
San Francisco, CA

The Associate will be a key member of a small, experienced team building a world-class investment banking practice focused on emerging growth companies. The successful candidate will participate in all aspects of originating, structuring and executing financing and M&A transactions for health care clients. This position offers direct client CEO and CFO contact, significant responsibility and opportunity for advancement. The ideal candidate will have previous investment banking or corporate finance experience at the Associate or Analyst level. Primary Duties and Responsibilities:
  • Lead all aspects of execution of investment banking transactions
  • Assist in preparation of presentations to clients and prospective clients
  • Perform and supervise preparation of valuation analyses of clients and targets
  • Perform due diligence investigations

Experience & Qualifications
Healthcare Investment Banking preferred; Investment banking and/or corporate finance experience required. Exemplary academic record with substantive life sciences undergraduate experience and/or MBA degree; MD or life sciences PhD is a plus. Outstanding written and oral communication skills. Highly motivated, energetic, personable and capable of managing multiple tasks in a dynamic, meritocratic work environment. Financial modeling and analytical skills are necessary.


Ref# MA9244
Investment Banking Analyst
Boston, MA

Responsibilities
  • Analyze companies, industries, historical financial statements and prospective financial information
  • Build financial models and performing valuation analyses
  • Draft proposal materials and transaction marketing documents
  • Assist in identifying appropriate investors and/or strategic and financial buyers
  • Manage and execute due diligence
  • Maintain relationships with client personnel at appropriate levels
  • Analyze market trends and write related industry research

Qualifications
  • Four year degree with outstanding academic record
  • High degree of maturity and integrity
  • Strong attention to detail, leadership skills and work ethic
  • One to two years of prior relevant work experience, preferably in investment banking, restructuring advisory, corporate development, commercial banking, equity or fixed income research or private equity
  • Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
  • Demonstrated aptitude for quantitative and qualitative analysis
  • Solid understanding of financial statements and financial modeling
  • Strong verbal and written communications skills
  • Excellent organizational and problem solving skills
  • Proficiency with Microsoft Office products and Capital IQ



Ref# NY9248
Investment Banking Analyst
New York, NY

The firm expects analysts to assume a great deal of responsibility, including financial analysis, due diligence, writing information memorandums, developing management presentations, and participating in client meetings and new business development efforts.This is an outstanding opportunity for high-achieving individuals to be part of a growing, industry-focused investment bank that supports and offers various paths for personal and professional development. The firm's lean structure allows for analysts and associates to gain significant hands on deal experience and to interface with both Managing Directors and client executives.

Requirements
The firm is looking for hard-working, intelligent, team-oriented and accomplished individuals who want to contribute to a successful, growing firm. Applicants should have at least one year of investment banking or related experience. Strong academic credentials from a top school are preferred. Applicants should also possess:
  • 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; and
  • Positive attitude, personable character and an ability to balance hard work with personal interests.



Ref# CA9247
Investment Banking Analyst
San Francisco, CA

About the Job
Analysts will work directly with senior bankers and can expect to have significant client interaction. Analysts have primary responsibility for financial modeling and analysis, industry and company research, development of client presentations, and drafting of memoranda and offering documents for internal and external use. Analysts will work on a wide range of transactions including financings (IPO, secondaries, convertible, debt offerings, PIPEs, among others) and M&A transactions (acquisitions, divestitures, restructuring, recapitalizations, joint ventures and leveraged buyouts).

Key Experience & Responsibilities
  • Undergraduate degree in Finance, Accounting, Business, Economics or other relevant fields
  • Completion of an internship at a finance related firm preferred
  • Experience and strengths in valuation, financial modeling and analysis, business plan and company presentation creation and market and industry research.
  • Strong computer skills (Excel, PowerPoint, Word, etc.)
  • Superior responsibility, attention to detail, commitment, initiative, maturity and creativity in dealing with assignments
  • Desire to be involved in a fast-paced, high performance work environment and a willingness to work long hours.



Ref#NY 7654
Investment Banking Analyst
New York, NY

This firm's investment banking unit, is seeking candidates to join its core M&A advisory team. The firm offers an unparalleled opportunity to work as part of small client teams on major strategic assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity and enthusiasm for learning are highly valued. They are seeking bright, highly motivated individuals with solid finance knowledge coupled with strong excel and modeling skills.

Roles and Responsibilities
  • Developing and maintaining complex financial models.
  • Valuation analysis.
  • Company and industry research.
  • Preparing client presentations and interacting with senior bankers, clients, lawyers and accountants.

Qualifications
  • Prior experience as an investment banking, private equity or corporate finance intern.
  • Core modeling and valuation experience.
  • Significant level of maturity and the ability to work as a part of a small team with top company executives and senior management.
  • Must have a Bachelor’s degree in finance/economics or a related field by June, 2013.
  • Highly organized, with the initiative and ability to work with limited supervision.
  • Excellent analytical skills and attention to detail.
  • Strong written and oral communication skills.
  • Strong technical skills.
  • Extensive familiarity with MS Excel, MS Powerpoint and MS Word. Familiarity with Thomson/Factset and Bloomberg a plus.
  • Must successfully pass a background check.
  • Located in New York or Santa Monica office.



Ref# NY7653
Investment Banking Operations Analyst
New York, NY

This is an exciting time to be in the financial services industry in terms of growth, career progression and opportunity.This program is seeking to bring on board the brightest and best talent in the market today and to offer those people the opportunity of working in a dynamic, fast-paced environment. We like to call this the 'Fast-Track' program, which accelerates your career progression. This is a great opportunity to get your foot in the door with a major Investment bank as you are exposed to many different areas of the Financial Services industry.

Role Requirements
  • Bachelor’s degree (minimum GPA: 3.0)
  • Proficient with Microsoft Office Suite
  • Advanced Excel skills (pivot tables, Vlookups)
  • Excellent communication / writing skills
  • Charismatic, energetic and pro-active work ethic
  • Motivated professional attitude
  • Excellent presentation skills
  • Passion for finance and investment banking
  • Must submit to a background check
  • Must submit 3 professional references
  • Must be able to work for any employer in the United States directly without restriction or requirement for our client to provide a Visa



Ref# OT7657
Investment Banking Analyst
Toronto, Vancouver, Calgary and Montreal

About the Job
  • You will be assigned to an industry group or to mergers and acquisitions or to equity capital markets
  • You will work under the overall direction of a senior officer in a group of experienced professionals as they generate ideas, advise clients and execute transactions
  • You will have the opportunity to rotate through one or more different industry and product groups
  • The anticipated duration of this role is two or three years after which time you are expected to return to graduate school

Responsibilities
  • Research and analyze clients’ financial situations, industry and market data, and mergers and acquisition opportunities
  • Develop valuation models of individual private and public companies as well as merged entities
  • Apply valuation tools to assess opportunities
  • Value private and public companies
  • Assist with client negotiations and documentation
  • Prepare external client proposals and internal underwriting memos
  • Prepare client presentations based upon the above

Qualifications
  • Graduating December 2012 or spring/summer 2013 with an undergraduate degree in business administration or commerce with a finance focus
  • Have a combination of strong financial/analytical skills, excellent communications abilities and be adept at financial modeling and valuation
  • Ability to work effectively in a team environment



Ref# NY1018
Origination Analyst
New York, NY

About the Firm
The firm is a leading alternative investment firm focusing on innovative structured investments into development stage and emerging growth public and private entities. They make equity, debt and hybrid investments into small and mid-cap public and private companies worldwide.

About the Job
The Origination Analyst is responsible for generating proprietary dealflow and investment opportunities for the firm. The candidate will develop and/or rely on an existing network of investment bankers, brokers, accountants, attorneys, etc. in order to source deals and will also be responsible for directly reaching out to potential portfolio companies, many times in a cold or warm capacity, to develop a rapport and ideally structure an investment.

This is a great macro opportunity for an aggressive individual with proficiency in financial sales to become a part of a growing desk. There will be a focus initially on originating both equity and lending opportunities for the firm, and dependent upon expertise and ability, the candidate will soon likely focus either solely on the equities or the lending side of the business.

Qualifications
  • Degree from a top university with a GPA of 3.2 or higher
  • Strong knowledge of fundamental and technical analysis
  • Ability to analyze and opine on investment opportunities thoroughly with tight time constraints
  • Excellent presentation and communication skills with the ability to express findings and opinions to senior management and team members
  • Entrepreneurial mindset and willingness to perform beyond direct job mandate



Ref# TX2023
Energy & Shipping Investment Banking
Houston, TX

This firm is seeking full time investment banking analysts & associates to support existing transactions and new business development in their Houston, TX office. Firm focuses on energy & shipping M&A, private placement transactions and capital raising assignments.

Duties & Responsibilities
  • Performing financial modeling and analysis
  • Preparing various presentations
  • Conducting company and industry analysis
  • Drafting of confidential memoranda

Qualifications
  • Familiarity with valuation methodologies
  • Strong financial modeling skills, specifically Excel
  • Strong communication skills, both written and verbal
  • Detail oriented
  • Strong acumen
  • Willingness to work in a dynamic, fast-paced environment
  • 4-year degree required, with an emphasis in Finance or Accounting preferable
  • 1-5 years relevant experience in investment banking, corporate finance, private equity, corporate M&A, valuation or accounting is a plus (either full-time or via college internship)



Ref#CA2109
Investment Banking Associate - Restructuring
Los Angeles, CA

This is a capital structure-intensive investment banking position, which involves restructuring, M&A and financing assignment for both distressed and healthy companies and creditors across a variety of industries.

Responsibilities
  • Work closely with senior bankers and experts from other groups
  • Conduct financial analysis and relevant industry research
  • Develop new business, create client presentations, and market new products
  • Maintain client relationships
  • Structure transactions and close deals

Qualifications
  • Experience in Restructuring a must
  • Strong academic performance
  • Excellent industry analysis, financial analysis and modeling skills
  • Superb communication skills, both verbal and written
  • High energy, hard working entrepreneurial attitude with excellent interpersonal skills
  • Ability to thrive in a fast paced, team oriented environment that values the input and advice of everyone



Ref# PA1017
Banking Analyst
Philadelphia, PA

The Banking Analyst is a key member of a team dedicated to developing the firm's banking business in the mid-Atlantic region. The position requires a motivated and organized self-starter who possesses superior verbal and written communication skills. The ideal candidate should demonstrate strong analytical abilities. This person will ideally have an understanding of basic accounting and will possess or show the aptitude to develop deep financial analysis skill. The position supports all members of the Middle Market, Non Profit, and Communication Banking teams on existing and new credit relationships. The ideal candidate must be able to handle multiple tasks/projects under tight time constraints.

Responsibilities
  • Written credit analysis for periodic credit meetings with bankers and partners and presentations at credit meetings
  • Due diligence for new and existing credit relationships
  • Executive summaries of incoming new business opportunities for Banking New Account Committee (BNAC)
  • Financial modeling of company financials and forecasts
  • Support bankers on client/prospect visits and in internal meetings
  • Monitor credit files/databases to ensure compliance with financial reporting requirements and timely credit reviews
  • Preparation of credit department reports
  • Internal financial analysis, industry research projects and white papers as required
  • Provide day-to-day support for client relationship maintenance, new business development and various administrative activities.

Qualifications
  • Strong organizational and written/oral communication skills
  • Interpersonal maturity, confidence, and poise
  • BS/BA degree with overall GPA of 3.0 or higher
  • Proficiency in computer spreadsheets and presentation applications
  • Ability to work independently in a team environment and handle multiple tasks simultaneously
  • Strong financial analysis/modeling skills



Ref# TX2022
Investment Banking Analyst - Energy
Houston, TX

This firm is currently seeking an experienced Analyst to join their Investment Banking Energy Group in the Houston, Texas office.​ Analysts are expected to be an integral member of deal teams, working closely with senior bankers to execute transactions and/​or advisory assignments on behalf of the Firm's clients.​ While designed as a two year program, high performing analysts may have the opportunity to pursue a third year analyst position.​ This position may be located in either Houston, Texas or New York City.​

Responsibilities
  • Work closely with senior bankers across industry and product groups
  • Build and maintain complex financial models
  • Research current industry trends
  • Conduct due diligence for potential transactions
  • Prepare pitch books and presentations for client meetings
  • Organize and prepare drafting sessions and road show presentations
  • Interact with clients in meetings and throughout live transactions

Qualifications
  • 1-2 years experience within investment banking
  • Bachelors degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills
  • A quick learner who has a keen interest in the investment banking business
  • Strong verbal and written communication skills, with an ability to articulate complex concepts
  • Possess strong interpersonal skills
  • Enthusiastic team player



Ref#IL2021
Investment Banking Analyst or Intern
Chicago, IL

This firm is looking for candidates out of public accounting like big 4, good schools, accounting grads or finance candidates with hedge fund experience.

They prefer 1 year experience (NO MORE THAN 2 YEARS OF EXPERIENCE) at Big 4 with financial services clients or someone really sharp from financial industry.

Willing to travel ~20% - they have operations in Palm Beach, NYC, London and Asia.


Ref# NY7084
Media Investment Banking, Associate
New York, NY

Utilize experience to assist global media & information businesses in developing and executing strategic and corporate finance objectives, M&A, divestitures, joint ventures, private equity investments, public offerings of debt & equity securities, exchanges & recapitalizations.​ MBA or for.​ equ. and​related experience.


Ref# GA2069
Investment Banking Analysts & Associates
Atlanta, GA

This firm located in Atlanta, GA is looking for a Investment Banker-Analyst & Associate positions reporting to a Vice President.

About the Job
  • He/she is typically recognized by the client as the primary day-to-day contact person on transactions and is also often responsible for delivering regular market or product information to clients
  • Associate and Analyst will be charged with guiding a transaction through the execution phase, including preparation of Offering Memoranda and negotiation of documentation, in addition to creating new business proposals
  • Associate and Analyst positions- must learn to balance the legal / execution side of the business with new business development. Industry specialists are expected to have a thorough knowledge of current trends and companies in their area, enabling them to identify and capitalize on opportunities

Qualifications
  • Investment Banking background required
  • Have a Bachelor of Science degree in Accounting, Finance, Business or Economics
  • Have finance experience and/or experience in investment banking
  • Minimum of 2 years of investment banking experience required
  • Have good communication skills and ability to interact with Senior Management required.
  • No Relocation offered



Ref# NY7083
Investment Banking Associate
New York, NY

Investment Banking Associate.​As part of a Private Wealth Management (PWM)/​Corporate Finance (CF) Partnership within a major global bank, the individual will work closely with Investment Bankers and Private Wealth Management client-facing professionals to generate incremental business for both Corporate Finance and PWM.​ The Partnership is a Joint Venture between Corporate Finance and PWM focused on (1) facilitating the strategic dialogue of family-controlled and entrepreneur-controlled business with Investment Banking, (2) identifying liquidity events in the pipeline of Investment Banking that should be handled by PWM and (3) originating co-investment, club deals and pre-IPO opportunities that can be of interest to ultra-high net worth clients.​ This JV is part of a wider initiative between the IB and PWM aimed at creating significant synergies between the two platforms globally which created in excess of Euro 350 mm of franchise revenues and Euro 2.​4 bn of new assets.

The right individual will originate but not execute as execution will be handled by others.​Additionally, this individual will identify opportunities for Latin American clients to access Investment Banking deals. Investment Banking experience is required along with a strong leadership presence.​ Fluency in Spanish or Portuguese would be a plus.


Ref# IL2020
Investment Banking Analyst
Chicago, IL

Prestigious investment banking firm located in downtown Chicago seeking first year inbvestment banking analyst to join their growing team. Seeking promotable banking analyst with financial modeling and valutation experience and strong work ethics. This position will advance into associate level within 2 years.

Requirements
  • 1-4 years experience with investment bamking/finance industry
  • Exceptional academic record with GPA 3.5 or higher
  • Strong accounting and financial statement analysis skills
  • Highly efficient in financial modeling techniques using Excel
  • Committed to satisfying internal and external customers
  • Ability to manage expectations of senior bankers, analysts, and clients
  • Excellent verbal and written communication skills



Ref# MA1012
Investment Banking Analyst
Boston, MA

Analysts will work closely with senior team members while executing a variety of corporate finance transactions and support business development initiatives within the Technology and Media group. Analysts will immediately assume a great deal of responsibility. Responsibilities include:
  • 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.

Qualifications
  • 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.



Ref# TX2020
Investment Banking Analyst
Dallas, TX

This job is more entry level and the analyst will begin their career working with senior investment bankers evaluating and analyzing client financial positions and transactions.​ They are looking for someone with a degree in accounting or related fields.​ They need to have good communication skills and attention to detail.


Ref# IL2018
Financial Analyst - Credit
Chicago, IL

Responsibilities
  • Financial Analysis: Conduct financial analysis, financial modeling, structuring, and capital structure analysis for various issuers of corporate debt and private equity with general supervision.
  • Conducting Due Diligence: Assess information required to perform all pertinent analyses and to compose transaction-related documents; compile information request lists and track the information gathered; assist investors in their due diligence process.
  • Conduct Research: Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases.
  • Drafting Transaction-Related Documents: Draft offering memorandums, road-show presentations, and other communications with clients and investors.
  • Preparing Client Proposals and Presentations: Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals; supervise production and distribution. Also, prepare and supervise external marketing initiatives.
  • Participate in other projects as requested by management.

Qualifications
  • Bachelor’s degree required with concentration in Finance or Accounting preferred.
  • One to three years of experience in leveraged lending, investment banking, accounting or other deal structured environment required.
  • Series 79 and 63 licenses preferred (required within 6 months of hire.)
  • Financial Modeling: Ability to build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transaction options on the capital structure, cash flows, debt service requirements, compliance with financial covenants, internal rates of return for transaction participants and various stakeholders of the client companies, accretion/dilution of ownership and earnings, tax implications and differences in GAAP and tax treatments, etc.
  • Financial Statement Analysis: Ability to analyze financial statements and related data to assess historical financial performance, current condition and future outlook for client companies and prospects.
  • Strong analytical and written skills.
  • Solid working knowledge of financial accounting.
  • Computer proficient – (Excel, Word, PowerPoint.)



Ref#CA2108
Private Equity Associate
Carlsbad, CA

The Associate will be an important part of the firm's Private Markets Team (Fund of Private Equity Funds). The core responsibilities will include supporting investment professionals with due diligence, financial modelling, investment research and ultimately investment selection. The Associate's work will focus on investments in growth equity/leveraged buyout private equity strategies in the United States across a diverse range of industry sectors. In addition, the Associate will be actively involved in the operational aspects of running a private equity fund including the production of monthly, quarterly, and annual reports for clients, arranging for capital calls and distributions, liaising with other departments within the firm (accounting, tax, and legal) on various fund matters, monitoring investment performance of funds and direct investments, and producing presentations for clients.

Qualifications
  • A Bachelors Degree in Commerce, Finance, Economics or related discipline required;
  • Minimum 2-3 years work experience in a private equity, investment banking or management consulting role which has enabled development of strong analysis, modeling and company valuation skills;
  • Good communication skills, both verbal and written, with examples of past writing samples;
  • Strong technical ability including MS Excel modeling skills;
  • Strong analytical and research skills with a meticulous attention to detail;
  • Demonstrated drive for achievement and the ability to work well on a small team;
  • An ability to multitask, work autonomously and adhere to strict timing deadlines.



Ref# IL2019
Private Equity Associate
Northbrook, IL

The Associate will assist in all phases of investing - origination, evaluation, execution, monitoring and managing - of their Americas portfolio. The Associate will also be exposed to the Private Equity Team’s investments in other global regions. This position will provide excellent experience for the candidate who desires to gain the practical experience in private equity investing needed prior to completing an MBA. The Associate will be responsible for:
  • Perform quantitative and qualitative analysis used to support the underwriting of potential investment opportunities.
  • Prepare internal memoranda and other materials used to support investment recommendations and to communicate with internal constituents.
  • Assess the performance of existing investments, including financial analysis of the underlying portfolio companies of sponsors' funds.
  • Evaluate market conditions in existing and potential new alternative investment categories. Provide information and analysis to develop and support asset allocation decisions related to these categories.

In alignment with corporate goals, specific responsibilities for the Private Equity Associate will include:
  • Proven ability to manage multiple investment-related projects in a time critical, transaction-oriented environment. (Advanced)
  • Knowledge of, and ongoing interest in, current trends, success factors, participants and terms in private equity and related alternative investment markets. (Basic/Intermediate)
  • Demonstrated experience analyzing financial statements and developing financial models and/or completion of a strong credit training program. Strong knowledge of accounting and finance. (Advanced)
  • Excellent verbal and written communication skills. (Advanced)
  • Eagerness to work hard in a team-oriented, performance-based environment. (Advanced)
  • A self starter that requires limited oversight in the completion of individual projects. (Advanced)
  • Ability to travel

At least two years of work experience in investment banking, leveraged lending or fund of funds. Prior experience will ideally include direct exposure to private equity and financial sponsors. Requires very strong proficiency with Microsoft Office. Experience with Capital IQ or other M&A market data tools preferred. Undergraduate degree required. Business related studies preferred.
The candidate will be required to:
  • a)Provide the Investments Compliance team with a list of investment accounts over which you have significant influence;
  • b)Provide consent, through a signed statement, allowing Investments Compliance to receive duplicate confirmations of transactions in such accounts;
  • c)Pre-clear through the Pre-Trade Clearing Process any personal security trades as will be further described upon employment. The Pre-Trade Clearing Process involves a check against a restricted security/issuer list, maintained by Investments Compliance, based on the firm's activities and dealings in the financial markets
  • d)Answer certain compliance questions regarding any affiliations with investment advisers, violations of state or federal securities laws, or actions taken against you by securities regulators and
  • e)Annually (and as otherwise required) confirm compliance with the the firm's Code of Ethics and the firm's Investments Code of Conduct.



Ref# DC1000
Associate
Washington, DC

Duties and responsibilities: Position responsibilities include due diligence, financial modeling, and deal structuring/execution with respect to project finance and M&A mandates. Initially, specific area of focus would be US and Lat Am/Caribbean power generation transactions.

Qualifications
  • Minimum of 2-3 years of relevant financial advisory, investment banking, or private equity experience
  • Corporate/project finance transactional knowledge and superior financial modeling skills
  • Industry knowledge of power (conventional and renewable), energy, and/or infrastructure is preferred
  • Deep dedication and commitment to meeting client expectations and professional standards
  • Spanish and/or Portuguese fluency (or high level of competency) is a clear advantage
  • Exceptional analytic skills
  • Strong writing and communication skills
  • Ability to adapt, react, and think out of the box in a challenging transaction situations
  • Enthusiastic, proactive, and team oriented
  • Willingness and ability to travel frequently within the US, as well as Latin America and the Caribbean



Ref# CA2107
Investment Banking Associate
San Diego, CA

A Fortune 500 Company has a need for an Investment Banking Associate in San Diego, CA. This is a 5 MONTH CONTRACT THROUGH SEPTEMBER 2012 with the possibility of extending longer.

Duties
  • Trading Mutual Funds
  • Call fund companies to place trades
  • Complete outgoing wires
  • Daily reconciliation of cash and securities
  • May require manual pending of trade activity on custody system

Requirements
  • 2-4 years of experience in Investment Banking/Mutual Fund trading REQUIRED
  • College degree preferred



Ref# CT1007
Pre-MBA Private Equity Development Associate
Stamford, CT

Responsibilities
  • High-level internal and external executive communication and presentations
  • Perform valuations and investment return analysis, understanding underlying value drivers
  • Provide recommendations based on results local/regional real estate market dynamics
  • Closely guide and manage developmental plans, budgets, schedules through completion of project
  • Assist PM team in all reporting as it relates to assigned projects
  • Manage term sheets, joint venture agreements, contracts, amendments, financings through entire investment transaction

Qualifications
  • Bachelor's Degree and EXCELLENT academic record
  • Ideally 2+ years of Financial Services / Private Equity experience
  • Outstanding written / oral communication skills
  • Quantitative, analytical, financial modeling skills / Excel skills
  • Strong work ethic, maturity and focus ro deliver and execute deliverables



Ref# MA1001
Private Equity Associate - Pre MBA Energy
Boston, MA

Responsibilities include identifying and interacting with growing Energy companies, assisting the Vice Presidents and the Partners in valuing Energy Investments,, conducting due diligence on potential investments, and conducting Energy Market research in the E&P and Oil and Gas space.

Looking For
  • 2- 3 years of top consulting and/or banking experience in the upstream, downstream, renewable/exploration and/or commodities field.
  • Overall undergraduate GPA must be 3.5+
  • SAT/ACT equivalent- 1400+ combined Math and Verbal.
  • Excellent communication skills.,/li>
  • Top tier quantitative skills (e.g. ability to build complex LBO models in a short time frame)
  • True and proven interest in the Energy sector.



Ref# NY7082
Associate - LATAM Debt Capital Markets
New York, NY

The Debt Capital Markets group at this firm is looking for an Associate to join the LATAM Debt Capital Markets team. This is a great opportunity to join a successful, well-established team with execution expertise, a top 10 league table ranking and a parent company with sizable balance sheet and significant growth ambitions. They are looking for a self-motivated team player with excellent communication and quantitative skills. The position will provide an opportunity to gain transaction experience, client exposure, a high level of responsibility and career potential.


Ref# MD1002
Investment Banking Analyst
Baltimore, MD

Responsibilities
  • Work on a variety of investment banking and financial advisory mandates
  • Support the preparation of marketing documents
  • Handle due diligence investigations of client and prospect companies
  • Support the preparation of detailed information memoranda and presentations describing the key attributes of client companies
  • Prepare financial analyses and models
  • Research industry dynamics and potential buyers/​investors
  • Ensure quality of client deliverables by having a strong attention to detail

Requirements
  • Bachelor's degree in Finance, Accounting, or Economics from an accredited college or university
  • Proficiency in MS Office, including Excel, Word, and PowerPoint
  • Excellent research abilities including familiarity with Capital IQ
  • FINRA Series 79 and 63 certification (current or able to obtain)



Ref# CA2015
Analyst, Mergers & Acquisitions
San Francisco, CA

About the Job
Analysts at this firm act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations and documents including confidential information memoranda, management presentations, new business ¿pitches¿ and other. Analysts interact daily with other bankers and clients, prospective buyers/money sources, attorneys and accountants. Experienced Analysts learn to play more of an Associate role in helping manage transactions and interface directly in presentation, negotiation, capital-raising and closing. They play a central role in coordinating the activities of all team members.

Required Qualifications
  • Undergraduate degree in finance or accounting preferred
  • Minimum 3.5 GPA preferred
  • At least 1 year of investment banking or other relevant experience (e.g. accounting) preferred
  • Excellent interpersonal skills
  • Excellent writing and presentation skills
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Exceptional critical thinking and problem solving ability
  • Demonstrated team player/leader through sports, extra-curricular activities and/or other



Ref# CA2106
Investment Banking M&A Analyst & Associate
San Francisco, CA

Leading Boutique Investment Bank looking for an Analyst and Associate. The firm specializes in merger and acquisitions transactions for private and public companies as well as private capital raising. Must have Investment Banking experience, interest in Technology and/or Tech experience is preferred.

Associates and Analysts will play an integral role in all of the firm's merger and acquisition advisory activities. Associates are expected to be active contributors during every phase of the deal process, and are encouraged to handle a high level of responsibility on transaction teams. Associates lead the writing and development of both the initial pitch material and descriptive memoranda and are expected to actively participate in drafting sessions and due diligence meetings. Associates are also responsible for the integrity of the valuation analyses and merger and acquisition models developed in concert with Financial Analysts.


Ref# MA1010
Private Equity Associate -pre MBA Energy
Boston, MA

Responsibilities include identifying and interacting with growing Energy companies, assisting the Vice Presidents and the Partners in valuing Energy Investments, conducting due diligence on potential investments, and conducting Energy Market research in the E&P and Oil and Gas space.

Requirements
  • 2- 3 years of top consulting and/or banking experience in the upstream, downstream, renewable/exploration and/or commodities field.
  • Overall undergraduate GPA must be 3.5+
  • SAT/ACT equivalent- 1400+ combined Math and Verbal.
  • Excellent communication skills.
  • Top tier quantitative skills (e.g. ability to build complex LBO models in a short time frame)
  • True and proven interest in the Energy sector.



Ref# NY7081
Associate, Investment Banking Division, Technology Group
New York, NY

Position Description
The firm seeks an Associate to provide a variety of investment banking services to clients within the technology sector. Structure and execute a wide range of complex domestic and international transactions, including initial public offerings, leveraged buyouts, acquisitions, divestitures, mergers, defenses against unsolicited takeover attempts, joint ventures, corporate restructurings, spin offs, and exchange offers. Work with C-level corporate executives, such as CEOs and CFOs, as well as boards of directors, financial sponsors, and other client company stakeholders to provide corporate finance advice and facilitate corporate capital raising and recapitalization activities, such as offerings and issuance of equity securities, convertible securities and other forms of hybrid capital, investment grade debt, and high yield debt securities. Work on business development initiatives to form new client relationships, as well as deepen and expand strategic dialogues with existing clients to assist them in achieving their short- and long-term strategic objectives. Provide industry analysis, client and comparable companies trading performance and valuation analysis, and client corporate finance idea-generation work such as potential acquisition opportunities, segment or business divestitures, and capital structure and cost of capital analysis. Liaise directly with the Firm's corporate clients, providing investment banking services and advice to C-level executives, boards of directors, financial sponsors, and other client company stakeholders. Initiate and deepen client relationships and work on business development initiatives. Follow and analyze technology industry-specific trends, valuation practices, precedent corporate transactions and supervise sector-specific financial and operational benchmarking analysis developed by investment banking analysts. Oversee and guide financial modeling and valuation work performed by investment banking analysts to project company performance and analyze complex transactions using applied micro- and macro-economics, statistical and econometric analysis, and Bloomberg Terminals, FactSet, CapitalIQ, and ThomsonOne.

Requirements
Bachelor's degree in Business Administration, Economics, Finance, or related field or equivalent, and three (3) years of corporate finance experience supporting the structuring and execution of complex domestic and international transactions including initial public offerings, leveraged buyouts, acquisitions, divestitures, mergers, joint ventures, corporate restructurings, spin offs, and exchange offers for clients on behalf of a global financial services institution. Prior experience must include developing financial models to project company performance and analyze complex transactions; performing financial modeling and valuation using theoretical and applied micro- and macro-economics, and statistical and econometric analysis; financial and operational benchmarking; and gathering and analyzing financial data using Bloomberg Terminals, FactSet, CapitalIQ, and ThomsonOne.


Ref# BEI1000
Associate, M&A Group
Beijing, China

Market Target
  • South America, Australia, Africa, focus on commodity and resources;
  • Europe and North America, focused on high tech, manufacturing, consumer products, etc;
  • Southeastern Asia, general industries.

Responsibilities
  • Perform in-depth analysis on potential M&A target companies;
  • Initiate early stage communication with clients on M&A deals;
  • Screen potential M&A target through various channels and net work;
  • Participate in deal structuring and various stage of the negotiation;
  • Collect information and coordinate overseas M&A process and other due diligence preparation;
  • Promote M&A deals for client and relatied parties' cooperation.

Qualifications
  • Graduate degree with over 3 year working experience, or undergraduate degree with over 5 year working experience;
  • Qualification of CPA, CFA, CSC, lawyer, etc;
  • One of the following qualification will be perferred: Over 3 year overseas working experience, or over 3 year working experience in security firm, able to work in English environment;
  • Open-minded with amiable personality;
  • Strong communication skill, team work player.

Please attach both your English and Chinese resumes.


Ref# TX2019
Pre-MBA Associate
Dallas, TX

Responsibilities
The firm is seeking an outstanding individual to join as an analyst. The analyst will take a central role in evaluating and investing in complex credits to obtain outsized returns. The analyst will also work on new issuance opportunities, providing capital to par, stressed and distressed companies. This position is based in the Dallas office and may require occasional travel.

Qualifications
The ideal candidate will have 2 or 3 years experience in investment banking, preferably in debt/credit analysis. Superior academic achievement at a top tier undergraduate program is required, as well as outstanding interpersonal, leadership, and analytical capabilities.


Ref# NY7080
Investment Banking Second Year Analyst
New York, NY

Essential Responsibilities
Second Year Analysts at the firm will work closely with senior team members to execute a variety of corporate finance transactions across multiple industry sectors. Responsibilities include:
  • Conduct research and prepare analyses of companies, industries, capital markets, historical financial statements and prospective financial information;
  • Create and author financial models, valuation analysis, debt capacity and capital adequacy analyses, and documents and presentations for proposals and transactions;
  • Identify financing alternatives, capital sources, strategic and financial buyers; and
  • Manage due diligence and client relationships at appropriate levels. Candidates must be committed to staying up-to-date on industry trends and to anticipating and quickly responding to the issues associated with complex transactions.

Qualifications
  • Prior relevant work experience in corporate finance (1-3 years); preferably in investment banking, restructuring advisory, corporate development, commercial banking, or private equity
  • Demonstrated aptitude for quantitative and qualitative analysis
  • Excellent organizational and problem solving skills
  • Demonstrated teamwork in a fast-paced, entrepreneurial work environment
  • Professional presence and strong communication skills, both oral and written
  • Proficiency in Microsoft Word, Excel and PowerPoint
  • Undergraduate degree required, preferably in finance or accounting



Ref# NY7076
Analyst - Corporate Investment Banking
New york, NY

About the Job
A major international bank with offices in NYC is seeking an Analyst to support the Head of Corporate Investment Banking. This role will provide administrative and analytical support to the Head of Banking within an extremely fast paced environment. This individual will possess strong analytical skills, including excellent MS PowerPoint and Excel, in addition to strong calendar management skills. An overall understanding and knowledge of banking and financial markets is also highly beneficial. This is an excellent opportunity for an Analyst to learn from an Investment Banking expert, and to eventually grow from Analyst/Executive Assistant responsibilities into a full-time Analyst role. The firm offers a competitive salary plus bonus.

Job Responsibilities & Requirements
  • Provide administrative and analytical support to Head of Corporate Investment Banking
  • Develop Pitch books and Presentations using PowerPoint and Excel
  • Heavy calendar management, scheduling appointments and meetings
  • Handling correspondence
  • Making extensive travel arrangements, and preparing expense reports
  • Interface and field questions from clients and senior management
  • Design spreadsheets and models using MS Excel Job Requirements
  • Excellent PowerPoint and Excel skills is required
  • Strong Calendar management experience
  • Ability to develop spreadsheets and models
  • Excellent organizational and multi-tasking skills
  • Detail-oriented with excellent follow through skills
  • Ability to work in a fast paced environment
  • Excellent communication skills
  • Ability to prioritize multiple projects
  • Bachelor’s degree required



Ref# PA1016
Due Diligence Coordinator
Philadelphia, PA

The Due Diligence Coordinator's primary activity will be to manage the flow of due diligence requests, lead the completion of due diligence responses and conduct due diligence meetings and conference calls for the firm funds. As such, the candidate is expected to: (i) possess exceptional written and verbal communications skills, (ii) have prior experience in a financial, legal or equivalent field and (iii) demonstrate an ability to take ownership of assignments and produce a cogent, compelling, error-free work product, at times under tight time constraints.

Duties & Responsibilities
  • Coordinate the flow of due diligence requests and manage the completion of due diligence questionnaires for the firm's funds.
  • Gather and synthesize information from the various business groups within the firm in order to develop exceptionally-written diligence responses for third-party broker-dealers and due diligence firms.
  • Develop a deep understanding of and report on the legal, compliance, financial, and asset management areas of each fund and be able to articulately respond to questions from due diligence officers on the above subject matter.
  • Assist in developing presentations for due diligence meetings with broker-dealers and due diligence firms.
  • Assist National Accounts in establishing selling agreements with new broker-dealers and registered investment advisors.
Qualifications
  • 3-7 years of relevant experience (financial, legal, financial journalism or a related field).
  • 4-year degree from a respected undergraduate institution.
  • Exceptional writing skills.
  • Strong attention to detail.
  • Functional competency in Microsoft Word, Excel and PowerPoint.
  • Writing samples will be required from qualified candidates.



Ref# NY7077
Public Finance Banking Analyst
New York, NY

The firm's Public Finance Department provides investment banking services to a broad range of clients, including state and local governments, federal agencies, public/private consortiums, and private sector entities requiring tax-exempt financing for public purpose projects. The Department is composed of approximately 100 professionals with expertise in various sectors including general infrastructure, transportation/project finance, public power/utilities, health care, education, housing, and municipal derivatives.

Responsibilities
Analysts will provide quantitative and analytical support for ongoing municipal transactions and work with senior bankers to source new transactions. Projects will include, but are not limited to:
  • Developing and evaluating debt profiles of various clients
  • Analyzing financial options available through the use of a variety of financial tools, including variable and fixed rate debt, interest rate swaps, refundings and restructurings
  • Preparing internal and external correspondence and client presentation materials
  • Participating in transaction execution to achieve the best results for their clients
Requirements
  • Bachelor's Degree
  • Minimum cumulative GPA of 3.5
  • Familiarity with and demonstrated understanding of financial markets
  • Demonstrated interest in public policy
  • Basic understanding of finance and bond math
  • Demonstrated proficiency with Microsoft Office Suite – Word, Excel, PowerPoint



Ref# PA1015
Associate Portfolio Investment Risk Analyst
Philadelphia, PA

Responsibilities
  • Analysis of overall investment strategies for externally managed funds across multiple assets including derivative products
  • Assist in the development of asset class specific investment mandates including the definition of appropriate investment benchmarks, return objectives & targets, and risk limits.
  • Provide quantitative insight and commentary on risk exposures relative to established benchmarks
  • Prepare investment related materials for the group and legal entity investment committees and other management meetings
  • Aid in the due diligence of existing and new fund manager(s), integration of funds into existing analytical review processes, resolution or escalation of issues
  • Support various special projects and other strategic initiatives related to overall investment strategy.
Requirements
  • 2+ years previous experience within asset management, alternative investments, insurance, or reinsurance within an investment strategy or risk management area.
  • Familiarity with fund management review, including performance review, risk attribution, and due diligence
  • Prior experience with investment management tools eg; Alladin, Yield Book, Black Rock Risk Solutions
  • Basic Option theory knowledge and strong excel/C++ skills
  • Bachelors degree or higher in finance, mathematics, physics, economics or engineering.



Ref# TX2017
Investment Banking Analyst
Dallas, TX

Responsibilities
Analysts will act as banking generalists, working as a part of our global investment banking team on a variety of engagements. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.
  • Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations
  • 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

Requirements
  • 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 August 2012 OR Completed a Bachelors degree in Accounting, Finance or Economics and have a minimum of one year of experience in Investment Banking or Valuation.
  • 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)



Ref# NY7075
Credit Analyst - Investment Banking
New York, NY

Position Duties
  • Support Relationship Managers with marketing activities and credit management
  • Act at primary officer to run the internal credit application process for potential clients
  • Support various group-wide initiatives
  • Perform credit and financial analysis

Position Requirements
  • Bachelor’s Degree
  • Experience working in the banking/​financial services sector
  • Experience working for a large corporate investment bank preferred
  • Fundamental knowledge of corporate finance and credit analysis required
  • Familiarity with financial modeling
  • Strong team player with self-discipline
  • Energetic and eager to take on challenges
  • Proficiency with MS Office, particularly Excel



Ref# MD1001
Investment Banking Analyst
Baltimore, MD

Job Description
  • Work on a variety of investment banking and financial advisory mandates
  • Support the preparation of marketing documents
  • Handle due diligence investigations of client and prospect companies
  • Support the preparation of detailed information memoranda and presentations describing the key attributes of client companies
  • Prepare financial analyses and models
  • Research industry dynamics and potential buyers/​investors
  • Ensure quality of client deliverables by having a strong attention to detail

Requirements
  • Bachelor's degree in Finance, Accounting, or Economics from an accredited college or university
  • An ideal candidate would have 1 to 2 years of experience in investment banking or related industries
  • Proficiency in MS Office, including Excel, Word, and PowerPoint
  • Excellent research abilities including familiarity with Capital IQ



Ref# PA1013
Analyst or Associate
Philadelphia, PA

Job Description
We are looking to hire an Analyst or Associate with an entrepreneurial spirit who will be responsible for:
  • Investment opportunity identification
  • Financial analysis and modeling
  • Company and industry research
  • Fairly independent to develop and maintain deal pipeline and follow up action plan in concert with other team members.
  • Preparing investment presentations and interacting with partners, bankers and senior executives

This firm is not your typical company, so the entrepreneurial candidate must have a compelling desire to join a start-up private equity firm along with the willingness/ability to produce sustainable business results.

Requirements
  • Passion for knowledge, entrepreneurial, flexible, creative and high integrity leadership
  • 0 - 5 years of experience in investment banking or private equity firm or consulting
  • Financial modeling, valuation, strategic analysis, investment/deal due diligence and investment thesis preparation experience is preferred but not required.
  • Significant level of maturity and the ability to work as a part of a small team with top company executives and senior management.
  • Bachelors degree or MBA and relevant work experience
  • The Ideal candidate must have a desire to be exposed to the world of private equity and must be comfortable interfacing with Founders and CEOs of private companies.
  • The candidate must have organizational skills with attention to detail and ability to multitask. The ideal candidate also must be a self starter with high energy, and be a persistent, and results driven individual. He or she must be interested in joining a highly entrepreneurial organization and be comfortable with spending a significant portion of each day on the telephone.



Ref# NY7074
Investment Banking Associate
New York, NY

Compile, analyze, and report data to explain economic phenomena & forecast market trends in the insurance sector.​ Requirements: Bachelor's degree or foreign equivalent. In Finance, Economics, Business Administration, or related​ +​ 3 years​ of experience in job offered or as an Analyst or related.​ Must have experience with​: performing comparable company analysis, discounted cash flow analysis, & comparable acquisitions analysis; M&A, share accretion/​dilution & leveraged buyouts; insurance sector.​


Ref# FL2000
Investment Banking Associate
West Palm Beach, FL

About the Job
An Associate position with this firm requires a highly motivated, hard working, innovative individual that wants to play a primary role in deal origination and execution, take advantage of accelerated development opportunities, expand their professional expertise in both investment banking and private equity, and enjoy the quality of life that South Florida provides.

Responsibilities
  • 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

Requirements
  • 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



Ref# RI2000
Investment Banking Analyst
Woonsocket, RI

Job Description
The Investment Banking Analyst is responsible for but not limited to:
  • 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

Requirements
  • 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



Ref# MI2000
Investment Banking Analyst/Associate
Southfield, MI

Leading financial advsiory services firm is seeking dynamic and experienced professional at the Analyst or Associate level to join their team. These roles will involve developing financial models, conducting buyer/seller industry research, drafting offering and investment memorandums, performing various analyses, conducting due diligence and other duties and responsibilities as required. Qualified candidates will possess sound quantitative and qualitative skills, above average MS Excel skills and an ability to excel in a demanding, fast paced environment. A four year degree in finance, accounting or economics is required. MBA's will receive strongest consideration. A minimum 2 years of relevant experience is required. CPA is highly preferred. The role offers the successful candidate an extremely lucrative compensation program.


Ref# IL2017
Investment Banking
Chicago, IL

This prestigious investment banking firm is looking for their newest entry level investment banker. On this rotational program, you'll be exposed to all areas of investment banking, business travel, and have excellent pay and benefits, plus a year end bonus.

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



Ref#TX2016
Analyst & Associate
Dallas, TX

Public company in central Texas looking to expand distressed asset purchasing platform. Analyst and Senior Associate needed to assist in the organization and due diligence performed on loan and asset purchase opportunities. Primary responsibilities include analysis of and recommended pricing of public loan sale opportunities from the FDIC and commercial banks. Positions will be based in Dallas, TX.

Primary Functions
  • 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

Knowledge, Skills, and Abilities
  • 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.

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



Ref# NY7073
Financial Analyst
New York, NY

Poistion Duties
  • 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

Requirements
  • 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



Ref# TOR1034
Associate - Private Equity
Toronto, ON

About the Job
This private equity firm is seeking one to two Associates to join their team in Toronto. The position will appeal to a highly motivated individual who is interested in utilizing their modeling, valuations and M & A experience to gain exposure to private equity in an entrepreneurial and high performance environment. The position will be for a two year term, and may be extendible for a further year in cases of exceptional performance. The organization offers exceptional opportunities to learn under experienced management, and to contribute and progress in a team environment that rewards professional excellence and individual initiative.

Responsibilities
  • 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

Requirements
  • 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



Ref# NY7027
Investment Banking Analyst
New York, NY

About the Job
Prestigious middle market Investment Bank located in New York City is currently seeking (3) Analysts for their expanding Public Finance Group.

Requirements/Qualifications
  • 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.



Ref# CA2104
Investment Banking M&A Analyst
San Francisco, CA

Leading Boutique Investment Bank looking for an Analyst. The firm specializes in merger and acquisitions transactions for private and public companies as well as private capital raising. Must have Investment Banking experience, interest in Media/Telecom experience is preferred.

Analysts will play an integral role in all of the firm's merger and acquisition advisory activities. Analysts are expected to be active contributors during every phase of the deal process, and are encouraged to handle a high level of responsibility on transaction teams. Analysts lead the writing and development of both the initial pitch material and descriptive memoranda and are expected to actively participate in drafting sessions and due diligence meetings. Analysts are also responsible for the integrity of the valuation analyses and merger and acquisition models developed in concert with Financial Analysts.



Ref# TOR1032
Analyst
Toronto, Ontario

Based in Toronto and reporting to the Senior Portfolio Manager, the Analyst plays a key role in making and managing hedge fund investments globally. The Analyst will assist in evaluating potential fund managers, conducting research, developing investment recommendations, participating in the negotiation and execution of fund investments and managing investments.

Role Specific Accountibilities
A) Analyze Investment Opportunities:
  • 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.
B) Manage and Monitor Hedge Fund Investments:
  • 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.
C) Assist in Developing External Portfolio Management Strategy:
  • 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.

Requirements
  • 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.



Ref# NY7070
Power & Utilities Hedge Fund Analyst
New York, NY

The analyst will work in a team of five and report directly to the Portfolio Manager, who will evaluate the ideas and suitability of the potential investments for the portfolio.

Requirements
  • 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



Ref# TX2015
Real Estate Analyst
Dallas, TX

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

Requirements
  • 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



Ref# NY7069
Investment Banking - M&A/DCM/Energy Analyst
New York, NY

About the Job
  • 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.

Requirements
  • 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



Ref# TX2014
Analyst - Energy Investment Banking
Houston, TX

Currently looking for Senior Analyst to join their investment group.

This investment banking team has a growing client base, the energy investment banking team raised $7.0 billion in 15 oil and gas, mining and ethanol transactions. With a 20 member banking team, an expanded investment banking presence through this Houston office, and a 14-person energy research group, this investment banking position is one of strength across its entire energy platform.

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



Ref# NY7068
Financial Analyst
New York, NY

Responsibilities
  • 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

Qualifications
  • 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



Ref# NY7067
Associate - Investment Banking
New York, NY

Position Duties
  • 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

Requirements
  • 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



Ref# TX2013
Portfolio Analyst
Houston, TX

Responsibilities
  • 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%)
Qualifications
  • 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



Ref# TOR1029
Analyst
Toronto, Ontario

Responsibilities
  • 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.

Requirements
  • 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.

Qualifications
  • 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.



Ref# MA1009
Associate
Boston, MA

Investment Banking Associates at this firm work in small, client-focused teams on a variety of financial transactions. Associates are encouraged to take on increasing levels of responsibility commensurate with their abilities. Associates are also responsible for the development of Financial Analysts and teach them how to develop finance and execution skills.

Responsibilities
  • 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

Requirements
  • 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



Ref# TX2012
Associate - Oil & Gas
Houston, TX

The associate will gain exposure to the firm’s businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communications, marketing and sales skills. Associates develops financial models, performs customized company valuation analyses, and is actively involved in mergers and acquisitions (M&A) transactions and fixed income and equity issuances in the New York region. In addition, associates organize and prepare presentations, which explain industry trends, assess clients’ situations to provide the necessary financial advice, and recommend strategies to meet client goals. Additionally, associates coordinate teams of tax advisors, attorneys, and bankers for various transactions; lead due diligence processes and actively participate in the negotiations of legal documentation. From maintaining client communication to helping the firm's structure client transactions, the associates are a vital part of the firm's banking teams.

Requirements
  • 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



Ref# NY7064
Investment Banking Analyst
New York, NY

Responsibilities
Analysts will act as banking generalists, working as a part of our global investment banking team on a variety of engagements. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. We are looking for Analysts to join our team in the Summer of 2012.

Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations:
  • 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

Requirements
  • 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)



Ref# NY7065
Investment Banking Analyst - High Yield
New York, NY

The Global Investment Banking division of this firm is looking to add an Analyst to the High Yield team, based in the New York office.

Key Accountabilities
The Analyst will work with Senior Bankers and Associates providing analytical, due diligence and transaction support. Some of the responsibilities include but are not limited to:
  • 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.

Requirements and Experience
  • 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.

Ref# NY7066
Investment Banking Associate
New York, NY

The investment banking associate works on a variety of transactions in all stages from pitches to closings. Associates are immediately assigned to a wide variety of projects and given as much responsibility as their experience and capabilities permit. With supervision from senior bankers, an associate will prepare valuations, write memorandums for company sale assignments and private placements, prepare M&A analyses, and participate in due diligence and drafting sessions for public offerings. As an investment banker's skills develop, additional responsibilities will include taking primary responsibility for deal execution of all types of transactions, maintaining client relations during the deal execution period, building industry-specific or product-specific expertise, initiating new client relationships and expanding a business franchise within a designated industry/product sector.

Job Requirements
  • 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

Qualifications
  • 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



Ref# TOR1026
Restructuring Analyst
Toronto, Ontario

Responsibilities
Analysts should be prepared to work in a team environment on a diverse range of assignments in turnaround, restructuring, bankruptcy and performance improvement. The projects and work streams will require creativity, resourcefulness and independent judgment. You will be expected to help develop solutions to problems and provide value to clients.

Qualifications
  • 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%



Ref# MA1008
Investment Banking Analyst
Boston, MA

The Analyst will play an integral role in all of the firm's merger and acquisition advisory activities. Analysts are expected to be active contributors during every phase of the deal process, and are encouraged to handle a high level of responsibility on transaction teams. Analysts will work closely with senior team members while executing a variety of corporate finance transactions and support business development initiatives within the Technology and Media group. Analysts will immediately assume a great deal of responsibility.

Responsibilities
  • 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.

Qualifications
  • 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.



Ref# AB1001
Analyst, Energy Investment Banking
Calgary, Alberta

Duties
  • 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

Education and Qualifications
  • 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.)



Ref# TOR1025
Investment Banking Analyst
Toronto, Ontario

Key Compentencies
  • 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.

Requirements
  • 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.



Ref# NY7061
Private Equity Investment Analyst
New York, NY

Position Purpose
To support the PE team in aspects of private secondary investments in PE funds.​This position gives you a head start as an excellent opportunity to learn the business and gain the skills to move up within the company and meet your career potential.

Responsibilities
  • 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

Required Credentials
  • 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



Ref# CA2103
Financial Analyst
Oakland, CA

Required Skills & Experience
  • 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

Duties & Responsibilities
  • 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

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



Ref# NY7062
Analyst/Associate
New York, NY

Billion dollar global investment banking conglomerate seeks degree with 3+ years relevant experience working in commercial/investment bank. Experience in credit monitoring of banking sector a +. Must have credit analysis, financial modeling. Support relationship managers in marketing activities, credit management and various group wide initiatives. Any corporate finance knowledge a plus.


Ref# PA1011
Senior Analyst/Investment Banking Analyst
King of Prussia, PA

A Financial Services company in King of Prussia is looking for an experienced Senior Analyst to join their team.​ This individual will be responsible for analyzing and forecasting sales for the organization, working with the managers to provide them direction through the financials, budgeting and forecasting, etc.

Requirements
  • 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.

Qualified candidates must have previous experience analyzing sales for a large organization and a BS degree in accounting or finance.​ Additionally, candidates with previous financial analysis or accounting experience are preferred.


Ref# NY7063
Financial Sponsors Investment Banking - Second Year Associate
New York, NY

The firm, a top International Middle Market Bank, is looking to add a 2nd year Financial Sponsors Associate to their Investment Banking team in New York. The group is focused on middle market and large-cap transactions and the role is heavily client-facing, with a high degree of interaction with sophisticated Private Equity clients. An ideal candidate must have:
  • 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



Ref# MA1007
Investment Banking Analyst
Boston, MA

Boutique Investment Banking Firm is searching for confident, deadline driven Analysts to join their Boston-based team and provide support transaction execution support to senior team members and lead the overall due-diligence process.
As a key member of the investment banking team, the Investment Banking Analyst will research new and prospective clients and their industries, participate in the construction of tailored pitch books, and contribute to the development of financial models and offering memoranda. This role will provide the selected candidate with the opportunity to gain in depth exposure to the financials and operations of companies in a diverse range of industries, the processing of investment banking transactions including mergers and acquisitions, and the private placements on behalf of these companies.

Requirements
  • 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.



Ref# NY7061
Investment Banking Associate
New York, NY

About the Job
Boutique Investment Bank in Manhattan is currently looking for an Investment Banking Associate with 2-5 years experience to join their team.​ This candidate must be directly out of another Investment Bank to be considered for this position, Bulge-Bracket Firm experience preferred.

Job Responsibilities
  • 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

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



Ref# CA2101
Analyst
Palo Alto, CA

The firm is looking for an experienced analyst to join their team of investment banking professionals in Palo Alto, California.​An ideal candidate would have one to three years of work experience after obtaining his/​her undergraduate degree (previous investment banking experience preferred).​Candidates should have strong analytical skills and attention to detail, be comfortable working in a small team environment, and have a strong interest in technology.​Analysts at this firm receive extensive transaction exposure by working with a team of senior bankers on all aspects of M&A and private placement transactions including deal sourcing, marketing preparation, interfacing with clients and buyers, due diligence, negotiating transaction terms, and transaction closing.​This is an exciting opportunity to be a key team deal team member and gain great experience.

Responsibilities
  • 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

Requirements and Experience
  • 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



Ref# OH1001
Associate
Columbus, OH

About the Job
The firm is a niche investment and mortgage banking firm offering a full range of real estate-based, capital funding services directed towards the senior living, healthcare and affordable housing sectors.​The firm seeks an Associate to assist in the analytical and underwriting work of the firm.​The position would entail supporting the efforts of bankers and underwriters to analyze, structure, negotiate and fund debt offerings for our clients.​The position is based in the Columbus, Ohio headquarters office but there may be future opportunities for relocation to one of the regional offices located in Atlanta, Georgia; Kansas City, Kansas; Philadelphia, Pennsylvania; Austin, Texas and Los Angeles, California. The typical career path for an Associate would be to move into either a business development role or into a credit/​underwriter role.

Major Duties & Responsibilities
  • 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

Desire Qualities, Education/Experience
  • 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



Ref# ZUR2002
Junior Credit Risk Analyst - Competence Centre IB
Zurich, CH

As Credit Risk Analyst you work in a team of Credit Officers and Analysts covering Financial Institutions in Switzerland. The team is part of the Competence Centre Investment Bank in Risk Control Structured Credit. Your task is to conduct fundamental credit analysis of Investment Bank trading counterparties located in Switzerland, assigning internal ratings to a portfolio of banks, insurance companies, and funds.

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

Qualifications
  • 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



Ref# SIN2001
IB Risk - Funds Credit Risk - Analyst
Singapore

The firm looking for a 1st year analyst to join their Funds Credit Risk team based in Singapore. The group is responsible for conducting credit due diligence on long-only funds and asset managers based in Asia ex Japan.

Role Responsibilities
  • 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

Qualifications
  • 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



Ref# JOH2000
Global Corporate Bank Public Sector Banker — Sub Saharan Africa
Johannesburg, ZA

The firm is currently recruiting for a Banker who will take responsibility for the coverage of public sector entities across Sub-Saharan Africa, including government ministries, central banks, existing or nascent sovereign wealth funds, national development banks, public pension funds, and selected state-owned enterprises with close ties to their respective governments. The Banker will be part of the Global Corporate Bank's Public Sector Coverage team and will report functionally to the head of the group and locally to the Acting Head of the Corporate Bank in sub-Saharan Africa. The role will be based in Johannesburg.

Role Responsibilities
  • 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

Qualifications
  • 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



Ref# LON2017
Associate - Global Data Services - EMEA
London, UK

Role Responsibilities
  • 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.

Qualifications
Experience/ Education:
  • 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.

Technical Skills:
  • 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.

Personal Characteristics:
  • 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.



Ref# PAR2017
Asset Management - Communication/Marketing Executive - Associate
Paris, FR

Role Responsibilities
  • 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.

Qualifications
  • 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



Ref# SIN2000
Trust Officer - Wealth Management
Singapore

As a Trust Officer you will be involved at two levels: administering the Trust and administering the underlying company of the Trust.

Role Responsibilities
  • 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

Qualifications
  • 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



Ref# LON2016
Senior Planning Analyst
London, UK

Role Responsibilities
  • 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.

Qualifications
Work Experience / Background:
  • Banking experience
  • Previous planning experience.
  • Previous MI and reporting experience.
  • Understand back to front office allocations/systems flows

Technical/ Business Skills/ Knowledge:
  • 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.



Ref# IL1016
Investment Banking Analyst
Chicago, IL

Job Description
Analyst will be involved in all aspects of originating and executing transactions, including extensive financial modeling and analysis, company valuation, corporate and industry research, identification of business development opportunities, due diligence, preparation of marketing and presentation materials. An Analyst is expected to assume significant responsibility by working closely with senior investment bankers, taking responsibility for day-to-day deal activities.

Ideal Candidate
  • 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



Ref# NY7057
Analyst, Corporate & Investment Banking
New York, NY

Analyst will play an active role in supporting senior bankers in their relationship management responsibilities with direct client interaction. Analyst will also be responsible for a significant amount of analytical work in support of high value-added presentations.

Duties & Reponsibilities
General
US Corporate Finance staff are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients.
  • 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

Administrative
  • 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

Policy
  • 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.

Technical Skills
  • 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.

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

Minimum Jon Requirements or Experience
  • 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



Ref# MA1006
Analyst
Boston, MA

About the Job
The Boston office of a leading investment banking firm is seeking an Analyst to join their team, working closely with senior members to perform a variety of corporate finance functions! In this role, you will be responsible for researching and analyzing financial information for companies and industries; creating financial models and performing valuation analysis; tracking market trends and assessing capital needs to determine strategic and financial objectives; identifying financial buyers and managing due diligence; drafting proposal materials, documents and presentations for varying levels of client personnel; and managing ad-hoc projects as required.

Requirements
The qualified Analyst must have a Bachelor's degree and 1-3 years of work experience in corporate finance, preferably within investment banking, professional services or private equity; financial modeling experience and understanding of financial statements; you must demonstrate superior analytical thinking, organizational, communication and problem solving skills; and will possess advanced knowledge of the Microsoft Office suite. Ideal candidates will exhibit the ability to effectively work independently as well as collaboratively with a team, and will thrive in a fast-paced, dynamic and entrepreneurial environment!



Ref# FRK2015
Associate
Frankfurt, GR

Due to business growth, an Associate is required to support the Investment banking team in Frankfurt with the origination and execution of financial transactions including public debt and equity offerings to private placements, mergers and acquisitions, recapitalizations, financial restructurings, exclusive sales and takeover defenses.

Responsibilities
  • 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

Skills and Qualifications
  • 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



Ref# LON2015
Associate - Strategic Equity Derivatives
London, UK

Description
The Strategic Equity Derivatives team is part of the Global Capital Markets division, and works closely with the Investment Banking, Equity Capital Markets and Debt Capital Markets teams to provide Financial Institutions, Corporate clients and High Net Worth Individuals with a range of solutions across:
  • 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

As part of the team you will work closely with more senior officers in the preparation of marketing materials and client meetings, be involved in the structuring, pricing and execution of transactions, and interact with other teams within the investment bank, global capital markets and trading divisions.

Responsibilities
  • 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

Skills Required
  • 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



Ref# PAR2015
Spanish-speaking Credit Insurance Analyst
Paris, FR

About the Job
As part of a team of credit analysts based in Paris and covering the whole of Europe, your role will consist primarily of ensuring the risk monitoring of a portfolio of European insurance companies (including Spanish companies). You will:
  • 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.

Your Profile
  • 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



Ref# FRK2014
Analyst
Frankfurt, GR

Due to business growth, an Analyst / Senior Analyst is required to support the Investment banking team in Frankfurt with the origination and execution of financial transactions including public debt and equity offerings to private placements, mergers and acquisitions, recapitalizations, financial restructurings, exclusive sales and takeover defenses.
Responsibilities
  • 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

Skills and Qualifications
  • 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).



Ref# LON2013
Analyst
London, UK

Description
The firm is looking for enthusiastic and entrepreneurial graduates to focus on Debt Capital Markets ("DCM") opportunities with French clients. This DCM team originates debt-related financings and risk-management solutions across asset classes for their clients (corporate, public sector entities and financial sponsors). It is fully integrated with the firm's investment banking team to provide innovative and holistic solutions for their clients
You will be responsible for supporting the marketing and structuring of funding and derivatives transactions working alongside experienced team members. You will be required to develop an in-depth understanding of the issues clients face. You will work closely with traders, structures and coverage teams in order to deliver bespoke solutions to the firm's clients.

Requirements
You will hold a degree or equivalent either in mathematics, economics, science or engineering from a highly regarded university and have good financial market knowledge. Your excellent communication skills in French and English, both spoken and written are essential to interact with the firm's clients and colleagues. Strong technical skills are essential in rapidly understanding the complex issues their clients often face.



Ref# PAR2014
Investment Banking Analyst
Paris, FR

Responsibilities
  • 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

Requirements
  • 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



Ref# FRK2013
Analyst
Frankfurt, GR

Tasks
  • 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.)

Profile
  • 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



Ref# PA1009
LBO Analyst
Philadelphia, PA

About the Job
A firm located in the Western suburbs of Philadelphia is seeking a 1 to 3 year LBO Analyst to join their team. The ideal candidate will be an A player with 1 plus years of in investment banking experience. Excellent analytical skills as well as an excellent work ethic are needed to succeed. Compensation is commensurate with experience and the Philadelphia market place.

Requirements
  • 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




Headquarters:   The Helmsley Building, 230 Park Avenue, Tenth Floor,  New York, NY 10169 
212-380-7027 
For expedited service, please call our offices

© 2002-2014 Investment Banking Institute. All rights reserved.

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