Job Description

JOB SUMMARY

Under minimal 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

Under a MD or SMD, leads a deal team, including associates and analysts in a hands-on manner. May coordinate activities and review work product of support staff.

Manages the execution of investment banking transactions including client-facing responsibilities with, and ability to effectively respond to, sensitive issues or complex inquiries.

Assists MD/SMD in managing /developing client relationships and new business pursuits.

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.

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.

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 or MBA and a minimum of six years of related experience and/or training.

Series 79 and 63 Securities Licenses.

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.

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

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

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

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.

SCOPE OF RESPONSIBILITY