Job Description

JOB SUMMARY

Under general 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 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.

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.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university in Finance or related field and a minimum of zero to two years of related experience and/or training.

CERTIFICATES and/or LICENSES

Takes Series 79 and 63 Securities License during first three months of employment.

COMMUNICATION SKILLS

Ability to comprehend, analyze, and interpret various types of business documents. Ability to write reports, manuals, speeches, and articles in a pre-designed style and format. Ability to effectively respond to complex inquiries or complaints from clients, co-workers, supervisor, and/or management. Ability to present information to an internal department and/or large groups of employees.

FINANCIAL KNOWLEDGE

Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Conducts financial/business analysis including the preparation of reports.

REASONING ABILITY

Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.

OTHER SKILLS and/or ABILITIES

Advanced skills with Microsoft Office Suite, especially Excel. Knowledge of Argus and other real estate valuation software a plus.

SCOPE OF RESPONSIBILITY

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.