At D$1. .$1
Wealth management • financial planning • equity & fixed income capital markets • investment banking • award-winning research
August 1
🏢 In-office - Manhattan
At D$1. .$1
Wealth management • financial planning • equity & fixed income capital markets • investment banking • award-winning research
• Manage projects and assist clients with mergers and acquisitions • Lead day-to-day execution of transactions • Actively participate in live deals and client meetings • Manage, train and develop Associates and Analysts • Ensure high quality collaboration and production from Associates and Analysts • Create marketing materials • Communicate and interact with clients • Travel required for client meetings and conferences • Participate in recruiting efforts
• 3 – 6 years professional experience working in investment banking, private equity, commercial banking, etc. • Bachelor’s degree, MBA not required • Highly motivated, confident, professional, and coachable • Well versed in leveraged finance private market products and features • Adept at reviewing credit and security agreements • Capable of conducting credit assessments and customizing due diligence requests • Experienced in preparing leveraged finance models and debt financing information memoranda • Exposure to equity-linked securities a plus • Sales-oriented with interest in interacting with institutional lenders/investors • Excited to join a rapidly expanding NYC-based Debt Advisory platform • Proficiency with Capital IQ, PitchBook or Tableau a plus • Advanced knowledge of business software • Strong knowledge of financial modeling, corporate finance and accounting • Excellent verbal and written communication skills • Able to handle multiple projects with competing priorities • Strong work ethic and team-oriented approach • Good judgment in confidential situations • High degree of comfort interacting with senior executives • Ability to train and provide mentorship to analysts and interns • Flexibility to work long hours, nights, and weekends • Securities Industry Essentials Exam and Series 79 licenses preferred, completion required upon hiring
• Mentorship and sales and public speaking training • Opportunity to assist in recruiting and college outreach • Cultural initiatives and ongoing analyst training
Apply Now