Exceptional skills in quantitative analytics, financial modeling & credit analysis skills.
MBA degree preferred with 3+ years of investment banking or valuation experience at a financial analyst level.
Knowledge of capital markets, investment banking products & applicable regulations
Credit analysis experience
Good knowledge of the organizational lending & portfolio management policies
Supporting the development of pitches for new client capital markets opportunities
Performing high level financial modeling & analysis
Monitoring of multiple client portfolios & their performance
Accountable for identifying & recommending related investment and corporate banking products
Create pitch books for clients with respect to financial solutions & participate in their presentation to clients
Directly manage a diverse portfolio of private & middle market companies with progression toward increasing client responsibility
Identify new areas of investment/banking opportunities
Create financial models for use in analyzing client portfolios
Utilize financial analysis to proactively identify opportunities to cross-sell
Generate updated financial models/analyses
MBA degree preferred with 3+ years of investment banking or valuation experience at a financial analyst level.
Knowledge of capital markets, investment banking products & applicable regulations
Credit analysis experience
Good knowledge of the organizational lending & portfolio management policies
Supporting the development of pitches for new client capital markets opportunities
Performing high level financial modeling & analysis
Monitoring of multiple client portfolios & their performance
Accountable for identifying & recommending related investment and corporate banking products
Create pitch books for clients with respect to financial solutions & participate in their presentation to clients
Directly manage a diverse portfolio of private & middle market companies with progression toward increasing client responsibility
Identify new areas of investment/banking opportunities
Create financial models for use in analyzing client portfolios
Utilize financial analysis to proactively identify opportunities to cross-sell
Generate updated financial models/analyses