Description
The Analyst supports clients in raising capital in the capital markets and provides strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The role involves participating in client transactions, preparing recommendations and valuation materials, conducting financial and economic research, organizing financial data, building valuation models, creating M&A and capital markets marketing materials, and assessing risk and compliance. The position requires 0–2 years of relevant experience, Series 79 and 63 licenses, MS Office proficiency, strong communication skills, and a bachelor’s degree or equivalent experience.
