Responsibilities:
- Work with senior leadership with investment banking and participate in client transactions, projects, and all applicable assignments
- Organize and analyze financial data used in client proposals and plans
- Support execution of equity private placements by owning full life-cycle of live transactions
- Identify new targets to pursue using a data-driven framework for filtering companies with a high probability of raising private capital
- Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
- Conduct economic/financial research
- Evaluate company's financial performance compared to overall industry and market trends
- Build complex financial models for valuation purposes
Qualifications:
- Bachelor's degree in finance or similar
- 2+ years of relevant experience within investment banking
- Series 63 or Series 79 licenses are highly preferred
- Strong communication skills