This job is responsible for performing financial and statistical analyses, conducting research, and preparing support documentation and client presentation materials. Key responsibilities include supporting teammates to deliver effective client solutions and performing various financial analyses including valuations and merger consequences.
Responsibilities:
- Partners with Associates and Vice Presidents to build financial models and prepare client presentations and final work products, including due diligence questionnaires, working group lists, and lender presentations
- Supports origination efforts, evaluation of new opportunities, and execution of deals, working on a broad scope of assignments and products across multiple sectors
- Serves as a key resource working closely with Associates, Vice Presidents, and Relationship Managers to create client deliverables and respond to ad-hoc client requests
- Prepares recommendations on timing, size, and structure of business transactions, communicating findings to team members
- Performs industry and company research to support business development and ad-hoc requests
- Assists in coordinating and executing information in collaboration with product groups
Skills:
- Data Mining
- Data Modeling
- Data Visualization
- Data and Trend Analysis
- Financial Analysis
- Data Quality Management
- Financial Forecasting and Modeling
- Presentation Skills
- Relationship Building
- Research
- Analytical Thinking
- Collaboration
- Credit and Risk Assessment
- Liquidity Management
- Regulatory Compliance