Description
JOB SUMMARY
Conducts advanced financial analysis/research to support Investment Banking initiative. Prepares financial models used to evaluate financial structures for investment banking transactions and details the analysis conducted to support that value.
Manages key aspects of Investment Banking line of business. Guides analysts, associates, and vice presidents.
ESSENTIAL DUITES AND RESPONSIBILITIES
Under a MD or SMD, lead a deal team, including VP, associates and analysts in a hands-on manner.
Coordinates activities and review work product of support staff. Serves as a mentor for mid-level and junior colleagues.
Manage the execution of investment banking transactions including client-facing responsibilities with and ability to effectively respond to sensitive issues or complex inquiries.
Develops direct relationships with corporate and real estate financial sponsors.
May conduct various underwriting duties to support Investment Banking.
May conduct advanced financial analysis to reach a value conclusion.
May prepare financial models used to evaluate financial structures for investment banking transactions.
May prepare analysis of real estate and come to a value conclusion to support that entity value.
Conducts research on companies and real estate assets.
Presents their analysis for presentations and tracking purposes in appropriate databases.
Creates reports on a(n) entity's/property's financial position outlining assumptions and valuation.
Interacts with team members, clients, and potential investors with respect to financial analysis.
Writes the financial section of Placement Memorandum. Answers questions from potential clients regarding the financial modeling associated with Placement Memorandum.
Participates in civic and business organizations. Conducts and maintains relationships with industry and trade associations, vendors and professional organizations. Engages in other outside activities consistent with the company's and the client's responsibilities to the community and the industry.
SUPERVISORY RESPONSIBILITIES
Coordinates and assigns tasks to co-workers within a work unit and/or project team. Leads project teams and/or plans and supervises assignments of lower level employees. May have responsibility for identifying training needs, tracking performance, coaching, and motivating a work unit and/or group. No formal supervisory responsibilities in this position.
EDUCATION AND EXPERINCE
Bachelor's degree (BA/BS) from four-year college or university in Finance or related field or MBA and a minimum of eight years of related experience and/or training.
CERTIFICATES AND/OR LICENSES
Series 79 and 63 Securities Licenses
Appropriate designations and participation in professional and industry organizations desired
COMMUNCATION SKILLS
Ability to make effective and persuasive presentations on complex topics to employees and/or clients.
Ability to effectively respond to sensitive issues, complex inquiries or complaints from clients, co-workers, supervisor, and/or management.
FINANCIAL KNOWLEDGE
Requires advanced financial skills and knowledge.
Ability to calculate complex figures.
Conducts financial/business analysis including the preparation of reports or review of reports by others.
REASONING ABILITY
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills. Draws upon the analysis of others and makes recommendations that have direct impact on the division/line of business/company.
OTHER SKILLS AND ABILITIES
Advanced skills with Microsoft Office Suite, especially Excel. Knowledge of Argus and other real estate valuation software a plus.
SCOPE OF RESPONSIBILTY
Decisions made with understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.
Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans
This job is no longer active.