Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions. Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies. Ensure quality of client deliverables by having a strong attention to detail Mentor and develop staff - analysts and junior associates. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.
MBA with a minimum of 1 year prior experience in investment banking or minimum of 3-4 years’ experience at bulge bracket or reputable boutique or regional investment bank with demonstrable M&A execution experience. Bachelor's degree in Finance or Accounting. Strong interest on researching the financial service industry. Ability to make effective decisions by analyzing information and considering priorities. Proficient in MS Office, including Excel, Word, and PowerPoint Demonstrated experience with managing of day to day aspects of client relationships and projects FINRA Series 79 & 63 certification (either current or able to obtain) Excellent written and verbal communication skills that help represent diverse communities Experience working with diverse teams Experience with sell-side M&A is preferred