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The Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
KEY RESPONSIBILITIES
QUALIFICATIONS.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Perform annual account plan for each assigned client, identifying wallet size, share of wallet and opportunities to grow.
Time Type:
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