JOB SUMMARY
Under moderate supervision, 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. Analysis may be used for investment banking advisory services.
ESSENTIAL DUTIES AND RESPONSIBILITIES
May conduct more complex underwriting duties to support Investment Banking.
May conduct more complex 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.
May coordinate activities of support staff.
Other duties may be assigned.
SUPERVISORY RESPONSIBILITIES
Coordinates and assigns tasks to co-workers within a work unit and/or project. Coordinates the work to be completed but is not responsible for formal supervision of employees. May assist in training junior level employees