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Regular or Temporary:
English (Required)
1st shift (United States of America)
Essential Duties and 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.
- Develop pitch materials including industry specific and general economic information
- Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls
- Generate customized industry-specific content for internal and external purposes
- Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM.
- Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy
- Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation
- Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of projects
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.
- Bachelor’s degree
- Four years of related financial services work experience
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Advanced proficiency in Microsoft Excel and PowerPoint
- Minimum GPA: 3.0
- Demonstrated work experience in finance or related field
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