SUMMARY OF RESPONSIBILITIES
Under moderate to close supervision, conducts quantitative analysis of information affecting investment programs of public and private institutions. Responsible for a wide variety of transactions, including offerings of public and private debt and equity as well as merger, acquisition, and corporate financial advisory services. Assists Senior Bankers with industry research, financial modeling and analysis, valuation analysis, transaction documentation, and pitchbook presentations.
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Identify the underlying principles, reasons, or facts of financial information by breaking down information or data into separate parts. Evaluate and analyze information results to choose the best solution and solve problems.
Produce forecasts of business, industry, and economic conditions for use in making investment decisions. Document or record information.
Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
Develop constructive and cooperative working relationships with others and maintain them over time.
Monitor fundamental economic, industrial and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
Recommend investments and investment timing to companies, investment firm staff, or the investing public.
Determine the prices at which securities should be syndicated and offered to the public.
Prepare plans of action for investment based on financial analyses.
Evaluate and compare the relative quality of various securities in a given industry.
Present oral and written reports on general economic trends, individual corporations, and entire industries.
KNOWLEDGE, SKILLS AND QUALIFICATIONS
Bachelor’s degree in a business-related field; prefer degree to be in Finance or Accounting.
0-2 years of related experience.
Stifel Nicolaus - 15 months ago