Job Description :
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
Analyst - Invest Bkng (US)
Depth & Scope :
- Works within a deal team under the overall direction of a senior officer
- Assists in the analysis of clients' financial situations, industry and market data, and M&A opportunities
- Assists in valuations of private and public companies
- Performs basic to intermediate financial modeling in Excel
- Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above
- Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
- Maintains confidentiality of client information
- Experienced working professional level role providing a broad range of support to the team
Education & Experience :
- Undergraduate degree in Business (Accounting or Finance) or Mathematics / Economics;
- Series 7, 79 and 63
- 0-3 years of related experience
Physical Requirements :
- Domestic Travel Occasional
- International Travel Never
- Performing sedentary work Continuous
- Performing multiple tasks Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds Occasional
- Standing Occasional
- Walking Occasional
- Moving safely in confined spaces Occasional
- Lifting / Carrying (under 25 lbs.) Occasional
- Lifting / Carrying (over 25 lbs.) Never
- Kneeling Never
- Climbing Never
- Reaching overhead Never
- Reaching forward Occasional
- Pushing Never
- Pulling Never
- Twisting Never
- Concentrating for long periods of time Continuous
- Applying common sense to deal with problems involving standardized situations Continuous
- Reading, writing and comprehending instructions Continuous
- Adding, subtracting, multiplying and dividing Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
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