Perform deal structures and lead the whole transaction with limited supervisions.
Develop relationships with new and existing clients in order to expand business.
Perform various valuation methods to develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.
Perform due diligence, research, analysis, and documentation of transactions.
Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations and pitch books.
Summarize relevant current events, critical issues, and relevant news to clients.
Finance, business, or Accounting education background, MBA preferred.
Five or more years of experience in the IBD / Underwriting / FA dept. of securities companies or investment banks.
Strong financial modeling skills and knowledge of deal structuring.
Ability to work in a fast-paced, team-based environment.
Team player with strong communication and networking skills.
Ability to organize and track overlapping tasks and assignments, with frequent priority changes.