Corporate Client Coverage Analyst

YOUR RESPONSIBILITIES:

The responsibilities for this roleare below; you may support projects of varying complexity based on skill and organizational priorities. 

• Build and understand complex financial models.

• Perform complex financial analysis with minimal oversight.

• Create high-impact presentation materials using PowerPoint, Excel,Wordand other relevant presentations to support the effort of the team.

• Work well as part of a team in a highstressenvironment.

• Develop good working relationships with peers and seniors in Credit, CapitalMarketsand the rest of the organization.

• Manage priorities while working ona number ofhigh priority opportunities simultaneously.

• Complete basic credit and corporate finance overview and analysis independently.

• Serve as support to the Managing Directors and be capable of making internal and external software programs.

• Provide support to partnering businesses by assessing whethersecuritiesproducts and capital markets services would beappropriate fora particular client and working with business partners to provide those products and services to clients.

• Other Duties:Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. 

REQUIRED SKILLS:

Qualified candidates will bring emerging professionalproficiency,generallyacquiredthrough 0–2 years of relevant work or internship experience in finance, accounting, or a related field.

• Strong analytical and quantitative skills, with the ability to interpret financial data and trends.

• Proficiencyin Microsoft Excel and PowerPoint for financial modeling and presentation development.

• Effective communication skills, both written and verbal, with the ability to convey complex information clearly.

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

• Strong attention to detail and organizational skills.

• Ability to work collaboratively within a team and independently when needed.

• Ability to obtain andmaintainrequired securities licensesin accordance withcompany policy.

SKILLS FOR SUCCESS:

Successful candidates willdemonstratea higher degree ofproficiency across the following areas:

• Financial Modeling: Ability to build and interpret complex financial models to support transaction analysis and client recommendations.

• Due Diligence: Experience conducting credit, accounting, and legal due diligence to assess transaction viability and risk.

• Market Research: Skilled in sourcing and synthesizing market data, economic trends, and comparable transactions to inform strategic decisions.

• Client Communication: Ability to prepare compelling pitch materials and market updates tailored to client needs and businessobjectives.

• Technology Proficiency: Familiarity with third-party financial platforms and databases (e.g., Bloomberg, Capital IQ) used in investment banking or corporate finance environments.