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Full Time Jobs internships


EMPLOYMENT POTENTIAL/PLACEMENT ASSISTANCE

Since inception, IBI has been a leading provider of talented, knowledgeable graduates to the Investment Banking, Private Equity, and Hedge Fund industry, who have gone on to work for some of Wall Street's most prestigious firms. As a value added service to our students, (included in the tuition), we constantly seek available positions and tailor complete resume and cover letter revision, along with interview preparation for each student's needs.

The addition of the skills learned through this training program to our graduate's resumes has significantly enhanced their ability to secure not only analyst and associate, but also more senior positions both with and without our assistance. Many of our graduates come to us with no previous banking experience and are still able to be successful. (For detailed testimonials, please call to request our due diligence package).

Below you will find our most recent job postings, including some of the email communications with our placement partners; for internships, switch to our "Internships" page through the navigation button above. These postings and communications have had the names removed, current and past students can contact us to have their resumes submitted to any of the positions below by providing the reference number to our on-staff career counselor.

Finally, IBI trains a number of small boutique banks and PE firms who also inquire about our qualified graduates and request their resumes.

CURRENTLY AVAILABLE JOB OPENINGS


Ref# NY2075
First and Second Year Investment Banking Analysts
New York, NY

1st year analysts will have 1-2 years experience from a Big Four (within Transaction Advisory Services) and 2nd year analysts will have one year of experience as an analyst at an investment bank. Someone with a generalist background and experience in restructuring is preferred.

Responsibilities
  • Creating and working with financial models and analyses
  • Creating client presentations for proposals and transactions
  • Performing due diligence and client relationships
  • Conducting market and industry research

Qualifications
  • Bachelor’s degree from a top-tier institution
  • Strong undergraduate academic record in finance, accounting or economics (class of ’09 or ’08)
  • Excellent industry analysis, financial analysis and modeling skills
  • Background in investment banking(candidates from PE and/or buy-side firms will be considered); experience in restructuring is preferred
  • Superb communication skills, both verbal and written
  • High energy, hard working entrepreneurial attitude with excellent interpersonal skills
  • Ability to thrive in a fast paced, team oriented environment that values the input and advice of everyone



Ref# AB1000
Investment Banking - Natural Resources, Oil & Gas - Analyst
Calgary, Alberta

The firm's Global Natural Resources Group ("NR") is composed of a team of professionals providing strategic advisory and capital raising services to the world's leading natural resources companies. The group is aligned to serve clients globally in five specializations: Oil & Gas; Power & Alternative Energy; Metals & Mining; Chemicals; and Paper, Packaging and Building Products. NR maintains strong relationships with over 400 institutions worldwide and has industry specialists located in Calgary, Dallas, Houston, Hong Kong, London, New York, Singapore, Sydney, and Tokyo.

The Role
The firm's Oil & Gas Investment Banking coverage team is seeking an experienced Analyst for a position in Calgary, Alberta to work with its North American Oil & Gas team. The Oil & Gas team counts among its clients a wide variety of oil and gas industry participants at every part of the energy value chain. These clients include large, multi-national integrated energy companies, independent exploration and production firms, oilfield services providers, oil and gas refiners and midstream pipeline and infrastructure operators.

Job Description
Oil & Gas analysts serve as the heart of every deal or project team, given meaningful responsibility in the marketing, structuring and execution of deals. The role is fast-paced, challenging and highly quantitative. Analysts typically work in small teams of bankers, affording them direct exposure to senior bankers within the firm as well as direct interaction with clients. Analysts within Oil & Gas have the opportunity to play an integral role in the coverage of and executions for some of the largest and most sophisticated clients in the world by assessing and executing their highest priority strategic alternatives, including raising debt and equity and advising on mergers and acquisitions. Typical responsibilities include:
  • Creation of financial projections and merger models
  • Market-based and intrinsic valuation
  • Capital and liquidity analysis
  • Mergers and acquisitions consequences analysis
  • Preparation of presentation and marketing materials
  • Conducting industry and product research
  • Executing client transactions from start to closing
  • Participating in client coverage responsibilities

Qualifications
The Oil & Gas team is open to hiring experienced analysts for an immediate start. Qualifications for experienced analysts:
  • Strong analytical and mathematical skills
  • Knowledge of corporate finance, accounting and financial modeling
  • Understanding of key themes impacting the capital markets
  • Hardworking with strong teamwork and verbal/written communication skills
  • High level of attention to detail and time management
  • Industry knowledge of financial institutions or M&A experience is highly beneficial



Ref# IL1012
Investment Banking Associate - M&A
Chicago, IL

One of the largest and best capitalized banks is hiring 2 Associate's for the M&A Investment Banking team in Chicago. The M&A Investment Banking team works to help clients with everything from helping to find a merger or acquisition target to realigning their capital structure. This team has long-term industry relationships throughout North America and strong track records in contested bids and friendly transactions. They also bring extensive experience with income fund M&A, and expertise in restructuring, recapitalization, and North American bankruptcy laws.

All applicants must have an MBA from a reputable university. The Associate will have an enormous level of exposure to clients and therefore the role will require an individual with client communication and presentation skills as well as a strong financial modeling background.

The firm will consider 3 profiles:
  • 1-2 years experience as an Associate (post MBA) from a reputable Investment Banking- prefer M&A experience but not required for this level
  • 2-3 years experience as an Associate (post MBA) from a reputable Investment Banking- must have significant M&A experience at this level
  • Also consider 1-3 years Investment Banking experience prior to obtaining MBA, no experience in banking post MBA (i.e. 2010 MBA graduate)

Why would you want to work for this firm? The opportunity is ripe for significant growth with the M&A Investment Banking space. The Executive Managing Director and Head of the U.S. Mergers & Acquisitions group is committed to growing the business and has significantly impacted the revenue stream since joining several years ago. You will be exposure to industry leading professionals within M&A across a variety of industries including Business Services & Media, Energy, Engineering & Construction, Financial Institutions, Financial Sponsors, Food & Consumer, Forest Products, Healthcare, Industrials and Real Estate. Average work-week is 80 hours.


Ref# NY2074
Investment Banking Analyst - Restructuring/Distressed Finance
New York, NY

The New York office of this firm is seeking to recruit talented individuals at the experienced Analyst level for their growing restructuring practice. Analysts provide direct support to senior bankers and are expected to handle a high level of responsibility in the execution of restructuring and distressed financing transactions. The firm's comprehensive service offerings involve all aspects of corporate restructurings, including in-court and out-of-court reorganizations, exchange offers, expert testimony, asset sales, and distressed mergers & acquisitions.

Responsibilities
  • Analyzing companies, industries, historical financial statements and prospective financial information
  • Building financial models and performing valuation analyses
  • Conducting industry and company research
  • Managing and executing due diligence
  • Preparing presentations and other materials

Qualifications
  • Exceptional work ethic
  • Undergraduate degree from an outstanding institution with exceptional academic achievement
  • Prior experience working as an Analyst within a bulge-bracket, major or boutique investment bank (prior experience in restructuring, leveraged finance or debt capital markets preferable)
  • Strong modeling and financial statement analysis skills
  • Excellent written and oral communication skills
  • Ability to work in a fast paced environment
  • Strong knowledge of Excel, Word, PowerPoint, Bloomberg and other financial information tools (e.g., Capital IQ, etc.)



Ref# TOR1010
Research Associate Transportation Sector
Toronto, Ontario

Job Description
To assist the analyst in maintaining and creating financial models for companies within the transportation sector, particularly airlines / aerospace. Monitor and analyze financial results and write research commentary.

Requirements
  • CFA, CA, MBA or an undergrad in commerce or quantitative related field
  • Strong financial and accounting skills, good grasp on mathematics and a good understanding of the principles of finance and the debt and equity market
  • Ability to analyze financial results and come to an investment conclusion
  • Professional oral and written communications skills and excellent presentation skills
  • Advanced Excel skills, financial modeling and other MSOffice Applications
  • Ability to perform under pressure and meet time sensitive deadlines
  • Ability to prioritize work and multi-task responsibilities
  • A high level of attention to detail
  • Self starter - must be able to work independently
  • Good interpersonal skills, and the ability to work effectively within a team environment
  • Ability to effectively source relevant data from the Internet

Key Accountabilities
  • Develop an expertise in the transportation (railway, trucking, airline / aerospace) sector
  • Assist in the development and detailed modeling of company specific financial models
  • Support and answer client queries as they relate to the respective sector
  • Help maintain and develop sector specific databases
  • Create and maintain research publications for sector specific companies
  • Help coordinate quarterly reporting initiatives and marketing packages
  • Assist with morning comments for Research, Sales and Trading meeting
  • Assist with special ad-hoc projects and initiatives as assigned including background research on sectors specific issues

Education: BA/BS


Ref# PA1007
Senior Healthcare Analyst
King of Prussia, PA

About the Job
This role will be responsible for developing investment strategies and providing coverage for the healthcare industry which includes: public and private equity offerings, institutional research, sales and trading, and strategic and financial advisory. In addition, this role will perform various ad-hoc tactical and strategic analyses in support of the company's investment activities. This position will have direct exposure to executive levels within the organization and is an exciting opportunity to be part of an important and growing function of the team-focused investment management firm.

Qualified candidates will be an entrepreneurial, highly analytical, articulate and multi-faceted self-starter with strong analytical background as preferably a buy analyst covering the healthcare, pharmaceutical and/or life sciences industry for at least 5 years. Additionally, candidates should have a strong background with capital structuring and financing as well as competitive analysis and due diligence.

Responsibilities
  • Monitoring industry publications for pertinent investment opportunities.
  • Developing strategy-specific expertise and providing clients and research team with timely and insightful data points.
  • Maintaining a variety of portfolio analytic reports on investment ideas.
  • Analyze market data to assess and describe current and long term trends.
  • Execute in-depth industry analysis using resources such as surveys to evaluate relevant industry trends.
  • Keep current of market / industry news and all sector calls to framework investment analysis.
  • Conduct financial statement analysis and create financial models to evaluate historic information and provide investment recommendations based on earnings projections, valuation and risk assessment of individual companies.
  • Prepare statistical exhibits and conduct presentations for senior management and clients.

Qualifications
  • 5+ years experience equity research, investment banking or finance
  • Masters Degree in Finance, Economics, Statistics or Mathematics from a top university
  • Exceptionable written and oral communication skills in communicating directly with clients and executive management
  • Stellar academic credentials
  • High proficiency with Microsoft Excel and Access
  • Capacity to quickly digest substantial volumes of information
  • Good organizational and time-management skills
  • Strong writing skills
  • Highly detail oriented
  • Entrepreneurial spirit



Ref# TX2009
Financial Analyst - Private Equity
Dallas, TX

The successful candidate will have experience working within the financial services, private equity, hedge fund or mortgage banking industry.

Responsibilities
  • Gather and sort data from various departments and channels to create and update periodic reports. Analyze data to identify strengths and weakness of corporate performance to provide management with appropriate input to assist in decision making.
  • Participates in the preparation of monthly financial reports for management.
  • Utilizes the financial reporting system
  • Work with line of business managers to develop various financial models (e.g. profitability, budgeting)
  • Works with corporate and branch managers in the preparation of the annual budget.
  • Preparation of semi-annual benchmark study data.

Job Requirements
  • Bachelor’s degree in finance or accounting.
  • Excellent communication skills.
  • Time management, organizational and problem-solving skills.



Ref# TOR1009
Equity Research Analyst - Insurance
Toronto, Ontario

Position Summary
As a Research Analyst, you will play an integral part in the Equity Research department by providing in-depth research and analysis on North American life insurance companies. You are driven to win and will be motivated to be considered the best in the sector. Demonstrated strong market judgment and a high accuracy of stock recommendations will be instrumental to your success. This role is suitable for an individual with 5 to 10 years of experience in the insurance sector or in a senior analytical role. The position will be based in Canada or the U.S.

Key Accountabilities
  • Create financial models and industry databases
  • Produce research publications and morning comments with value-added perspectives
  • Conduct primary research from industry and financial sources
  • Deliver presentations to institutional investors and internal sales & trading personnel
  • Liaise with sales, trading and other areas of the firm within regulatory guidelines
  • Travel is required

Qualifications
  • Work experience in the insurance industry or as a Research Analyst covering the insurance sector would be an asset
  • Strong accounting, financial modeling, analytical and writing skills
  • Strong presentation and verbal communication skills
  • Good business judgment and decision-making skills
  • Ability to perform under pressure and meet time-sensitive deadlines
  • Demonstrated aptitude for marketing and selling

Education and Accreditations
  • An undergraduate degree in business or actuarial science
  • An MBA, CA designation or completion of the Chartered Financial Analyst (CFA) program would be an asset



Ref# PA1006
Private Equity Secondaries Investment Team Analyst
West Conshohocken, PA

Position Description
This team is comprised of 8 investment professionals based in suburban Philadelphia and London. The team invests approximately $300 million annually in 8 – 10 different private equity secondary transactions across a broad range of geographies, industries, and strategies. Secondary investments are acquisitions of positions in existing private equity funds. This group conducts bottoms up due diligence on the underlying portfolio companies within these limited partnerships. This due diligence includes valuation analysis, modeling financial projections, and speaking to experts knowledgeable on the industries relevant to the investment.

Investment professionals at the analyst level work closely with senior investment professionals on 3 - 4 person deal teams and are responsible for investment analysis, research, and investment process management. The position entails travel on up to 25% of assignments. Analysts are generally hired for a minimum of two years and have afterwards gone on to direct private equity shops, other fund of funds managers, and top business schools.

Responsibilities
  • Develop secondary fund models that include the overall fund economics as well as financial models of the underlying portfolio companies
  • Conduct detailed valuation analysis of the key portfolio companies
  • Support investment sourcing and the team’s marketing efforts as needed

Skills Required
Candidates with the following characteristics are highly preferred:
  • An undergraduate degree from a leading university with a strong GPA in a challenging major
  • Strong quantitative and qualitative analytical skills
  • Strong verbal and written communication skills
  • Quantitative modeling experience
  • An understanding of financial concepts, valuation, and accounting
  • A high level of attention-to-detail
  • An ability to meet challenging deadlines while maintaining quality and accuracy
  • A high level of interest in global macroeconomic investment trends
  • Prior professional experience in quantitative analysis, including investment banking, equity research, wealth management, or strategic consulting



Ref #TX2008
Senior Associate
Dallas, TX

About the Firm
The firm, a leading boutique investment bank providing financial advisory, M&A and private placement services to middle-market healthcare-focused organizations and institutional investors, seeks to add a Senior Associate to its team. With offices in New York (Fifth Avenue at 56th St) and Dallas, TX (The Crescent Court), the professionals and Board of Directors (including former Chairman—JCAHO, former Chairman—American Hospital Assn and former Head of the US Healthcare Financing Administration (now CMS) under both Clinton Administration terms) of the firm's organization enjoy deep experience and extensive relationships across a diverse set of healthcare industry sectors. The ideal candidate will have 5-10 years experience in / exposure to the healthcare industry with a leading consulting firm, investment bank or healthcare services provider. The position will be based, along with the rest of the investment banking team, in Dallas.

Responsibilities
The Senior Associate will serve as a key member of the investment banking team and will work directly with the Managing Partner of the firm on all engagements, while also overseeing the activities of a Junior Associate and one or more Interns. The Senior Associate will gain in-depth transaction experience, significant responsibility, client exposure, negotiation skills, and an understanding of transaction structures. Primary job responsibilities include:
  • Preparation of, and participation in, new business presentations
  • Valuation analysis and financial modeling
  • In-depth industry research
  • Extensive operating and financial / accounting due diligence
  • Assistance in development of potential buyer / investor lists
  • Preparation of confidential offering memoranda
  • Drafting of management presentations
  • Interaction with potential acquirers / investors, lending sources, healthcare organization management teams, etc.
  • Significant client interaction at multiple levels (C-Suite, middle-management, etc.)
  • Development, training and mentoring of analysts

Qualifications
Qualified candidates will be self-motivated and capable of operating in a boutique environment with multiple roles and responsibilities. Requirements include:
  • 5-10 years experience in / exposure to the healthcare industry with a leading consulting firm, investment bank or healthcare services provider
  • Extensive knowledge of the healthcare services industry required (payors / providers / BPOs)
  • Strong operational modeling experience (strong Microsoft Excel skills required)
  • Advanced knowledge of financial accounting
  • Attention to detail, excellent analytical, writing and communication skills
  • Strategic mind with extensive knowledge of how to take a deep dive into a business
  • Superior work ethic and intellectual curiosity
  • Degree in finance, economics, accounting or other business-related discipline

  • IMMEDIATE START DATE. RELOCATION PROVIDED IF APPROPRIATE.


    Ref# NY2073
    Investment Banking Analyst - 1st or 2nd Year
    New York, NY

    Job Description
    The firm is currently seeking a junior level Structured Finance Analyst to join their Conduit Origination Group. The ideal candidate will have completed an investment banking analyst training program and have 1 year of relevant work experience. 2010 graduates will also be considered. The Analyst will support the VPs in deal origination and execution by providing financial analysis, research and preparation of pitch books and proposals.

    Responsibilities
    • Prepare marketing materials and presentations for internal and external meetings
    • Coordinate due diligence meetings
    • Participate in documenting new transactions
    • Monitor existing transactions
    • Support the execution of transactions
    • Review documentation

    Job Requirements
    • One year as an investment banking analyst, completion of an investment banking analyst training program or a solid internship with an investment bank
    • Strong ability to prepare presentations utilizing Excel, PowerPoint and Word
    • Solid writing skills
    • Intelligent with the desire to learn and work hard
    • Bachelor’s degree



    Ref# PA1005
    Analyst, Finance Group - Private Equity
    Philadelphia, PA

    About the Job
    The firm is an independent financial institution that provides discretionary and non-discretionary private equity asset management services to sophisticated investors worldwide.​ From offices in several U.​S.​ cities, London, Tel Aviv, Tokyo, Singapore and Hong Kong, the firm offers a full range of investment products and services that enable clients to participate in the private equity asset class on a global and customized basis.

    Essential Job Functions
    • Prepare quarterly and annual reports for fund of fund vehicles.​ Review financial statements prepared by fund administrators for inclusion with reports.​
    • Maintain and update daily cash balances for fund of fund vehicles.
    • Assist with the co-ordination and documentation of quarterly valuation changes of fund investments.
    • Participate in and generate documentation of quarterly closing process and procedures.
    • Assist in compilation of quarterly financial statements for our funds.
    • Assist with the audit of our funds including working with our external auditors, fund administrators and other internal resources as necessary.
    • Generate reports and data requests out of our proprietary fund reporting system.
    • Establish and maintain client relationships as the primary contact for the Finance Department, ensuring a superior level of client service.
    • Work directly with Relationship Managers on client deliverables and special projects.
    • Maintain a working knowledge of assigned fund of fund portfolios and the investments within these portfolios.
    • Respond to client and fund investor questions and interact with Relationship Managers to ensure that the required level of client service is being provided.
    • Monitor and track cash flow activity for limited partnerships, communicate with custodian banks regarding capital calls and distributions for clients to ensure successful delivery and receipt, reconcile cash flows with custodian banks.
    • Other duties and projects as needed.

    Skills and Necessary Qualifications
    • Basic understanding of financial statements.
    • Proficiency in Excel, Data Entry, and Basic Statistics.
    • Knowledge of data mining techniques and database management required.
    • Degree in accounting or finance.
    • 1-3 years work experience in similar industry and position.
    • Strong written and oral communication skills.
    • Must be detail oriented and organized.
    • Possess good analytical skills.
    • Possess attitude necessary to succeed in team oriented environment.
    • Must be able to handle multiple assignments and meet deadlines.
    • Willingness to work overtime if needed.



    Ref# NY2072
    Investment Banking Analyst - FIG
    New York, NY

    Position Purpose
    The Financial Institutions Group (FIG) within the Global Investment Banking division of the firm's Capital Markets is looking to hire an Analyst to join the team. The Analyst will work with Senior Bankers and Associates providing analytical, due diligence and transaction support. The firm is primarily seeking to fill a 2nd year analyst position with a candidate that has one or more years of relevant work experience.

    Key Accountabilities
    • Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities.
    • Developing financial models, pitch book materials and conducting company research.
    • Analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings.
    • Other such duties, responsibilities and authorities may be reasonably required.

    Job Requirements
    • Bachelor’s degree or equivalent with emphasis in finance accounting or related field.
    • Excellent written & verbal communication skills.
    • Familiarity with computer applications such as MS Outlook, Word, and Excel.
    • Strong quantitative and qualitative analytical skills; strong knowledge of finance and accounting preferred.
    • Highly motivated, committed and responsible, with a demonstrated ability to manage conflicting priorities and requests.
    • Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels.
    • Ability to take initiative and function independently balanced with strong teaming skills.
    • Maintain high standards of professional and ethical conduct.
    • Minimum of 1 year recent related work experience.
    • FIG background or experience is highly preferred.



    Ref# TOR1008
    Financial Analyst
    Toronto, Ontario

    Responsibilities
    • Facilitate operating and capital budget development process.
    • Prepare detail of work plan, schedule and reports.
    • Complete detailed analysis and research, and recommend changes.
    • Develop and advise departments regarding the formulation of their budgets.
    • Coordinate with the manager of financial reporting and planning for consolidation and allocation.
    • Develop global consolidation budget reporting tool.
    • Verify budget results in the financial reporting system.
    • Review department actual expenses versus budget and communicate accordingly.
    • Examine and analyze financial and expense performance, rate of return, depreciation and working capital.
    • Develop and prepare forecast models to analyze trends.
    • Analyze deal vouchers and create journal entries as needed.
    • Conduct other business studies as requested.

    Qualifications
    • Bachelor's degree (BA/BS) in accounting, finance or economics.
    • Minimum of two to four years of related experience and/or training.
    • Keen organizational and analytical skills.
    • Stellar presentation ability.
    • Intermediate MS Excel knowledge.



    Ref# FL1003
    Investment Banking Associate
    Tampa, FL

    Job Description
    • Daily swapping of funds which requires using excel, faxing, and calling the fund managers
    • Understanding of Investing, Accounting, and Money Market Funds
    • Meet department deadlines

    Job Requirements
    • Must have knowledge of Excel, Accounting, and Money Market Funds
    • Excellent typing skills
    • Be able to meet deadlines

    Qualifications
    • High school diploma or equivalent
    • Prior Banking experience
    • Must be authorized to work in the United States



    Ref# TOR1007
    Financial Analyst (Contract)
    Toronto, Ontario

    About the Position
    A Financial Analyst is a highly skilled financial professional who has significant hands-on experience with financial control, analysis and reporting as they relate to the budget-expense cycle in a large organization. The successful candidate is adapt at working either independently or as part of a team.

    Responsibilities
  • Analyzing and reporting on monthly variances by explaining variances to budget and forecast
  • Providing support to internal clients by addressing and resolving expense issues
  • Monitoring and reconciling source data to financial systems
  • Maintaining schedules to support fixed asset, prepaid expense and accrual balances
  • Preparing and entering journal entries
  • Providing support for the forecast process and consolidation including analyses
  • Suggesting improvements to current processes
  • Providing support in determining the division’s over / under financial position
  • Assisting with requests for information from internal and external clients
  • Budget Management

  • Qualifications
    • Preferably an accounting designation (CGA, CMA) or working toward one and/or equivalent experience
    • A minimum of 3 years experience in accounting / finance, specifically in budget and expense management, preferably in a shared services or IT services environment
    • Thorough accounting knowledge including GAAP
    • Strong knowledge of reporting including financial and management reporting



    Ref# TOR1006
    Canadian Portfolio Manager/Analyst
    Toronto, ON

    About the Job
    The firm's Canadian branch based in Toronto, Canada is seeking qualified candidates for a Director level Canadian PM/Analyst opportunity within the Fundamental Investment Group (Equities).The objective is to support the long/short fundamental equity team in identifying investment and trading opportunities. This is a generalist role with the need for a deep fundamental skill set.

    Qualifications
    • 4 year Bachelor degree (or international equivalent)
    • 5+ years relevant buy-side experience
    • You are a highly competent user of relevant software (Excel, Bloomberg etc)
    • You are organized and can handle and analyze large amounts of information and identify key issues
    • You are a disciplined multi-tasker with an ability to prioritize and meet deadlines
    • Deep fundamental skill set
    • Generalist role, but energy background helpful
    • You are an active personal investor



    Ref# NY2071
    Investment Banking - Fixed Income, Middle Office Positions
    New York, NY

    About the Job
    Prestigious Investment Bank in Mid-town Manhattan has openings due to expansion. Many Middle Office employees have been promoted to the front office, creating more growth-oriented Middle Office positions:
    • Trade Support to growing Credit Desk – Fixed Income Products: High Grade, High Yield, Munis, Treasuries & Preferred Stock. Bloomberg, DTC/Euroclear, Oasys, Market Axcess, Trade Web & Impact.
    • Interest Rate ISDA Documentation Specialist
    • Transaction Management – Analyst and Up to VP Role – Interest Rates & Credit Derivative knowledge a MUST. On-boarding of new products, Markitwire & DTCC on-boarding, succession events mgmt, Compression & unwind events.

    Requirements
    4-year degree required for all positions. Salary is open (DOE).


    Ref# CA1017
    Analyst
    Santa Clara, CA

    Job Description
    Immediate need for a financial analyst with a planning background as well as investment banking background. Seeking someone who has strong Excel skills, can do basic SQL, and has strong analytic skills. Candidates should have a 4 year degree.

    Main Tasks
    • Maintain, build, and automate dashboards which are currently an amalgamation of Excel files and SQL pulls
    • Create additional reporting dashboards to summarize metrics for management and executive consumption
    • Gather data from internal systems utilizing SQL statements
    • Other tasks as assigned.


    Job Experience
    Financial analyst background, investment banking background, strong Excel, basic SQL, 4 yr degree.


    Ref# TOR1005
    Associate Analyst - Structured Finance Group
    Toronto, ON

    Responsibilities
    The successful candidate will work within a team of credit analysts responsible for the rating of a portfolio of Canadian structured finance transactions, including asset-backed, commercial mortgage-backed and residential mortgage-backed securities as well as the ongoing monitoring and assessment of asset-backed commercial paper programs. If required, the Associate Analyst will be required to work on U.S. structured finance transactions as well. The Associate Analyst will be actively involved with the analysis of quantitative issues, the evaluation of collateral pools and transaction structures, as well as the review of credit enhancement levels supporting each transaction. The position will source and analyze financial information and will employ proprietary credit models to examine a diverse group of debt obligations. The Associate Analyst will also provide support in the operational reviews of originators and will conduct ad-hoc projects as needed. The position will contribute to the writing of in-depth research reports and will assist with the preparation of materials for meetings and presentations.

    Qualifications
    Candidates should possess excellent analytical, research and communications skills. An undergraduate degree in business or economics is required, while an MBA in finance or a CFA is preferred, as is work experience in the structured finance sector. Because of the evolving nature and changing demands of the business this job description may be subject to change. You may, on occasion, be required to undertake additional or other duties within the context of this job description, and according to the needs of the business.



    Ref# NY2070
    Investment Banking Analyst
    New York, NY

    About the Job
    The firm is a boutique investment bank focused on small-and middle market M&A in the financial services sector (asset managers, wealth managers and broker-dealers) is seeking an Investment Banking Analyst candidate to join its team. The Investment Banking Analyst will work closely with the firm’s partners on all stages of buy-and-sell side assignments as well as other active client engagements.

    Responsibilities
    Responsibilities will include financial modeling (looking at discounted cash flow, transaction comparables, and public companies), writing of Information Memorandums (and other selling memoranda) white papers, monitoring of publicly-traded companies, and on-going industry research.


    Ref# IL1011
    FIG Analyst
    Chicago, IL

    About the Firm
    The firm's Capital Advisors team is a global leader in infrastructure and is where they house their investment origination, structuring and execution teams with activities similar to that of an internal M&A/financing advisory function or the deal executive team in a private equity firm. The Capital Funds business manages funds on behalf of major international pension funds and other large investors. You will be working on large transactions across industry and product areas with senior, highly-skilled specialists in a true team environment. The firm is currently seeking to recruit a talented Analyst for the Financial Institutions group (FIG) in Chicago.

    The Ideal Candidate
    • Have experience (either as an intern or as a 1st year Analyst) in one of the following areas: Investment Banking, Insurance, or Actuarial Sciences
    • Have excellent written and oral communication abilities and the ability to work with those at all levels
    • Have strong attention to detail
    • Have strong time management skills
    • Have a hard-working, can-do attitude
    • Be able to work in an open, fast-paced environment
    • Be able to effectively juggle multiple, competing priorities
    • Be ambitious, motivated, entrepreneurial and have the desire to succeed
    • Be a team player



    Ref# NY2069
    Associates & Analysts - Financial Sponsors
    New York, NY

    The Analysts and Associates will be supporting the MDs in deal origination and execution for Financial Sponsor transactions: this will include financial analysis / modeling, sector research, preparation of pitch books and proposals. Need 2-5 years experience in Financial Sponsor / Leveraged Finance / M&A.


    Ref# TOR1004
    Business Analyst(Investments)
    Toronto, ON

    About the Job
    The Banking & Investments (B&I) division of this firm creates, maintains and operates industry leading wealth management solutions to serve their clients’ needs for brokerage processing (e-settlement), portfolio management and administration (MVest/MPower), fund accounting (MPower), shareholder record keeping (Primebase), plan administration (CORE), foreign exchange trading (Object Charlie / Fx Sentry) and mortgage securitization (SwixMortgage). The firm also supports banks in critical back-office functions, such as originations, collections and trade services, through other solutions such as CACS, Strata, Enterprise Originations, Proponix and TradeLine.
    The Business Analyst will be a part of the 45 person MSuite Portfolio Solutions Professional Services Department working alongside other business analysts, project managers and developers. The role primarily involves designing, building, and supporting enhancements and customizations to MSuite applications based on client needs. In this position, you will be primarily responsible for analysis of business and functional requirements, providing input into project planning (project deliverables, estimates, and schedules) and executing testing. You’ll be:
    • Translating customer product requirements into comprehensive, complete and accurate business requirements and functional specifications;
    • Defining and recommending system solutions to meet business goals and product requirements
    • Developing and documenting business rules for conceptual design inputs;
    • Developing and documenting conceptual designs for key system processes;
    • Communicating conceptual designs and business rules to developers;
    • Participating in technical specifications reviews;
    • Preparing test plans and executing business testing;
    • Supporting client UAT and Production business processes.

    The successful candidate for this position will bring the following:
    • Business Analysis experience and expertise at a senior level;
    • Strong knowledge and experience in the Investment Industry is a must requirement for this position
    • Experience with MSuite applications (MPower, MVest in particular) is preferred;
    • Decision making skills that are based on logical and careful analysis where data is important;
    • Ability to meet high standards and tight deadlines while working within clearly defined/strict policies;
    • A strong commitment to quality
    • Excellent communications skills both verbal and written;
    • Initiative and being a self-starter are important in the role.
    • University degree or equivalent in IT/Business or related disciplines.



    Ref# TX2007
    Investment Banking Analyst - Energy
    Houston, TX

    Job Description
    Analysts who join the Investment Banking Analyst Program at this firm are provided with a broad-based investment banking experience. After an intensive training program, Analysts will join either a product team (Mergers and Acquisitions, Equity Capital Markets, Financial Sponsors, Leveraged Finance and Restructuring, Private Equity Funds) or an industry sector team (Healthcare, Telecom/Media/Technology, Global Industrials, Consumer Products / Retail, Energy, Utilities, Financial Institutions, Latin America or Real Estate). Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing). Analysts are asked to assume an integral role in the execution of many of the firm's transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients. The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate - without having to attend business school.

    Qualifications
    The firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry. For this particular position in the Energy Group, the firm is interested in candidates who have already gained Analyst experience at another bank or have worked in another industry but have gained transferable skills.

    Requirements
    Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment.



    Ref# TOR1003
    Analyst
    Toronto, ON

    Role Specific Accountabilities
    The Analyst is responsible for conducting fundamental research and valuations of companies, provides support in the evaluation and implementation of company investment strategies within the management of the overall portfolio. Conduct research and supports the implementation of active fundamental research security selection strategies, responsibilities include (but are not limited to):
    • Conduct in-depth fundamental research on global consumer companies
    • Building valuation models to help determine target prices for securities;
    • Prepares preliminary investment analysis – sector overviews, write investment rationales and due diligence reviews;
    • Assist in making investment recommendations, earnings forecasts, alpha forecasts, company rankings and monitors on-going performance etc, as appropriate.
    • Assist with investment projects as appropriate with Relationship Investing and Private Investing
    • Other duties as assigned.

    Requirements
    • Undergraduate or Masters degree in Finance, Accounting, Economics or Business
    • 0-5 years relevant work experience
    • Progress towards a CFA designation considered an asset
    • Knowledge of equity markets and equity modeling
    • Strong skills in econometrics, statistics and forecasting techniques
    • Detailed knowledge of economics, asset pricing and modern portfolio theory with aptitude for financial concepts and investment products
    • Demonstrated interest in portfolio management, trading and/or asset pricing
    • Strong computer skills, Advanced knowledge of MS Excel, macros and familiarity with data manipulation
    • Creativity and the ability to think outside the box
    • Strong oral and written communication skills
    • Integrity and professionalism and the ability to build rapport and relationships within and outside the team
    • Ability to prioritize work and manage multiple responsibilities simultaneously
    • Good judgment and sense of priorities



    Ref# NY2067
    IB-Prime Brokerage-Associate
    New York, NY

    Minimum Requirements
    • Minimum 3 years Accounting/Finance knowledge.
    • BS in Accounting, Finance
    • Must have hands-on work experience in Accounting or Finance
    • Key qualities for successful candidate
    • Strong analytical skills and a control mindset, with a positive can-do attitude.
    • Ability to multi-task with flexible working style.
    • Strong Excel, Access, and PC skills.
    • Highly motivated, who takes initiative - requires little assistance, yet is still a team player



    Ref# GA1002
    Real Estate Investment Banking Analyst
    Atlanta, GA

    About the Firm
    The firm is one of the nation's largest financial holding companies with over 5 million customers, over $180 billion in assets and more than 1,600 branches and 2,532 ATMs. The firm, headquartered in Atlanta, Georgia serves consumer and commercial customers primarily in Alabama, Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia, West Virginia and the District of Columbia. The firm provides deposit, credit, trust and investment services to a broad range of retail, business and institutional clients. Other subsidiaries provide mortgage banking, credit-related insurance, asset management, brokerage and capital market services.

    About the Job
    The firm has a current opportunity for an Analyst in the Real Estate Investment Banking Group located in Atlanta, GA. The group is looking for Analysts with 1-2 years experience in investment banking or with related financial services. Candidates must have exceptional written and oral communication skills and demonstrate technical and analytical capabilities to provide and synthesize analyses on a timely and accurate basis. As an analyst, you will work closely with the firm's associates and other senior bankers and will support the modeling and research needs of the broader team as well as work extensively on client presentation materials. Such responsibilities include the preparation of profiles, target lists, updating proprietary databases, drafting descriptive materials and building valuation/transaction models. Skill sets that the firm looks for include: organizational, communication, and attention to detail. Candidates must be highly self-motivated, team-oriented, and exhibit a strong desire to learn.

    Qualifications
    Minimum qualifications: Bachelor's degree


    Ref# NY2066
    Media Investment Banking Associate
    New York, NY

    Group Description
    The firm's Media Group provides a full range of investment banking services to early stage and established public and private companies. The team combines deep industry knowledge and M&A expertise with the firm's outstanding debt and equity financing, restructuring, trading and research capabilities to advise on a full range of corporate transactions in the media sector including mergers, acquisitions & divestitures, management buy-outs/buy-ins, strategic alliances, joint ventures, shareholder restructuring, debt finance, private equity fundraising and IPOs. The Group covers clients across broad range of verticals including Digital Media, Information Services, Entertainment, Publishing and Broadcasting. With senior professionals in the US (New York, London, Silicon Valley and Boston), London, Continental Europe and India the Group offers clients a seamless global platform.

    Primary Responsibilities
    The Media team is actively looking for an experienced Associate for the New York office. As an Associate in the Media group you will rapidly assume significant responsibilities including preparing and delivering client presentations, valuing companies using a variety of methodologies, drafting offering memoranda, analyzing business plans and participating in due diligence and drafting sessions and preparing and managing the delivery of internal deal memos. These responsibilities afford direct and active interaction with clients (CEOs, CFOs, etc.) where Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Vice Presidents and Analysts, collaborating to develop and execute solutions to meet client needs.

    Required Background
    • 1-2 years of investment banking experience (as an Associate) or 3+ years of investment banking, consulting or relevant media industry experience
    • Strong technical, written and verbal communication skills
    • Ability to manage a variety of transactions and projects simultaneously
    • Resourceful self-starter, able to work autonomously and as team player



    Ref# TOR1002
    Research Associate - Real Estate/REITs
    Toronto, ON

    About the Firm
    As one of Canada's Top 50 Employers for the sixth consecutive year, the firm places great importance on recognizing and rewarding strong performance. The firm offers room for advancement, a stimulating work environment and the resources to help you make the most of your career. The firm has helped deliver excellent returns to shareholders and build one of the strongest capital bases in the Canadian financial services market. This business line offers lending, investment banking and capital markets products to corporate, government and institutional clients. It provides full-service coverage across the NAFTA region, as well as a niche focus in selected markets globally, through two divisions - Global Capital Markets and Global Corporate and Investment Banking.

    Job Description
    Research Associates play an integral role in the Equity Research department by providing crucial assistance to the Equity Research Analysts. Individuals in this role are learning and developing the techniques and skills necessary for investment analysis and research of securities. The Research Associate works under the supervision of a Research Analyst who is responsible for developing financial forecasts and providing recommendations on particular stocks. Associates typically gain an in-depth understanding of the financial and operational issues within a particular sector, gaining valuable skills, knowledge, and relationships.
    Key Accountabilities:
    • Create and maintain company financial models and industry databases
    • Generate tables and graphs
    • Assist in generating research publications and morning comments, including writing
    • Conduct primary research from industry and financial sources
    • Prepare marketing presentations using PowerPoint

    Qualifications
    • An undergraduate degree in business with a focus on finance or accounting
    • An MBA, CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program would be an asset
    • Work experience in an analytical role in the real estate sector would be an asset
    • Strong accounting, financial modeling, technical and writing skills
    • Excellent spreadsheeting and graphing skills
    • Ability to perform under pressure and meet time-sensitive deadlines, sometimes for extended periods of time
    • Ability to multi-task and manage several on-going projects at the same time
    • Self-motivated, hardworking and detail-oriented

    Working Conditions
    • A fast-paced, professional environment
    • Evening and weekend work sometimes required
    • This is a 4-month contract position



    Ref# PA1004
    Investment Banking Analyst
    West Conshohocken, PA

    About the Firm
    The firm is a leading national special situations boutique investment bank that advises middle-market companies on complex and challenging financial situations. Analysts at this firm receive broad exposure to a number of industries, including automotive, business services, consumer products, healthcare services, industrial, pharmaceuticals, technology, and transportation/logistics, among others. The firm offers the following advisory services: Distressed Mergers and Acquisitions, Financial Restructurings, Private Placements of Capital, Sale of Senior Debt on behalf of Secured Lenders, and Valuations, Fairness Opinions, and Solvency Opinions.

    Job Description
    The opportunity for analysts at the firm is unique, providing exposure to numerous types of transactions and close interaction with clients and senior bankers. The firm is looking for a candidate who shares their entrepreneurial spirit, is led by the highest ethical standards, and understands how to be a team player. In addition to superb quantitative and qualitative skills, candidates must exhibit the desire to actively contribute to a fast-paced investment banking environment and accept and manage responsibility. Analyst responsibilities include analyzing financial statements, building financial models, conducting industry research, preparing transactional materials, and helping senior bankers in other deal-related activities.

    Qualifications
    The ideal candidate will be a recent graduate with up to two years of experience (preferably in investment banking, lending, accounting, or consulting). Candidates should possess a strong knowledge of Microsoft Excel, Word, and PowerPoint as well as exceptional writing and communication skills.


    Ref# NY2065
    Financial Analyst
    New York, NY

    About the Firm
    The firm has two main lines of business: selling credit protection and asset management. The firm's principal operating subsidiaries are based in New York; the company also has a London office. The company trades on the New York Stock Exchange. The firm employs a talented group of individuals drawn to the company by its highly focused business strategy and by the opportunity to work with a management team with leadership skills proven at some of the most highly regarded global financial institutions. The firm offers an entrepreneurial small-company environment with big-company standards of performance, compensation and benefits.

    Responsibilities
    The Financial Analyst will assist in financial modeling, analysis, research and presentation preparation supporting the development and implementation of the firm's strategic plan. The analyst may also assist in developing databases around industry and sector trends, comparative analyses, and evaluating potential partners. The successful candidate will have a strong background in financial analysis/ modeling, and a general understanding of corporate finance and the capital markets.

    Qualifications
    • Experience with insurance companies a plus.
    • Experience in designing and running financial models encompassing pro forma financial statements and balance sheet and P&L projections.
    • Ability to produce professional quality presentations.
    • Excellent interpersonal and communication skills.
    • Solid understanding of market risk or credit risk concepts.
    • Ability to work well as part of a team.



    Ref #TOR1000
    Analyst - Investment Banking
    Toronto, ON

    About the Job
    The sell-side investment firm is looking for an Analyst in their Investment Banking team with a mining background. Candidates from an equity research background are also welcome.

    Qualifications
    • Financial modeling
    • Experience M&A or equity raisings
    • University Degree in Geology or Mineral Engineering an asset
    • Enrolled in the CFA is an asset
    • 2-3 years experience
    • Strong oral and communication skills



    Ref# NY2064
    Investment Banking Analyst - ECM
    New York, NY

    Position Purpose
    The Global Investment Banking division of the firm is looking to add an Analyst to the Equity Capital Markets (ECM) team, based in the New York office.

    Key Accountabilities
    The Analyst will work with Senior Bankers and Associates providing analytical, due diligence and transaction support. Some of the responsibilities include but are not limited to:
    • Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities.
    • Developing financial models, pitch book materials and conducting company research.
    • Analyzing data to help advise our current or prospective corporate clients on actual or prospective ECM transactions.
    • Other such duties, responsibilities and authorities may be reasonably required.

    Job Requirements
    • Bachelor’s Degree required, preferably in finance, accounting, business or related field.
    • Solid understanding of capital markets and spreadsheet modeling.
    • Strong written and oral communication skills.
    • Previous experience in ECM sector is highly desired.
    • Previous investment banking experience is highly desired.
    • Series 7 and Series 63 licenses preferred, but not required.
    • Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
    • Highly motivated with demonstrated ability to manage conflicting priorities and requests.
    • Proficiency with personal computers and standard productivity applications.
    • Excellent interpersonal skills with ability to maintain relationships at all level in organization.
    • Ability to take initiative and function independently balanced with strong teaming skills.
    • Maintain high standards of professional and ethical conduct.



    Ref# NY2063
    Healthcare Associate
    New York, NY

    About the Job
    A prestigious investment bank is looking to add a healthcare banker to their New York team. The candidate will work with senior coverage officers, prepare complex financial models, conduct due diligence and participate in various marketing efforts for the firm.

    Job Requirements
    The ideal candidate will have direct M&A/corporate finance experience with a healthcare focus.



    Ref# PA1003
    Investment Banking Associate
    Philadelphia, PA

    About the Company
    The firm is a middle-market investment banking and valuation firm headquartered in Philadelphia. The firm's investment banking practice specializes in mergers & acquisitions, private financings and fairness opinions.

    Job Responsibilities
    The firm's Associates are involved in gathering company and market information; financial modeling; performing valuation analysis; developing and drafting information memoranda pitch books, and client presentations. Associates also assist in marketing and in supporting the firm’s other analytical projects. An associate must be able to work independently or as part of a team and have the capacity to interact appropriately with all levels of firm management and staff, clients and other external business contacts. The Associate position requires the ability to manage several projects at one time while meeting established deadlines and maintaining the highest of professional standards for his/her work product.
    Under the direction of a Vice President, Director or Managing Director, an Associate is expected to perform many of the elements of an engagement. These can include:
    • Preliminary valuation analysis, including all approaches to valuation
    • Company and industry research
    • Identifying and screening potential acquirers, merger partners, or investors
    • Preparing management presentations, pitch books and fairness opinion reports
    • Contacting potential buyers or investors

    Job Requirements
    Successful candidate will have an undergraduate or graduate degree in business, finance, accounting or economics with an MBA, CPA, CFA. Two to five years of investment banking or transaction advisory experience is also required. Additionally, FINRA securities licenses such as Series 7 & 63 are desired but not necessary. The position requires strong financial modeling skills and excellent oral and written communication capabilities.


    Ref# NY2062
    Investment Banking Associate (M&A Group)
    New York, NY

    About the Firm's M&A Group
    The M&A Advisory Group at the firm serves as a financial advisor to growing, middle market businesses across a broad range of industries including but not limited to healthcare services, medical technology, telecommunications & media, infrastructure and energy. The group provides advisory services to private and closely-held public companies with business values typically between $50 million and $500 million.

    Position Profile
    The firm is seeking an Associate for its Mergers & Acquisitions Group in New York City. Candidates will ideally have 2-4 years of finance experience, preferably in an analytical/modeling role, with excellent client skills. Investment banking product group candidates will also be considered. Ideal candidates will be top-performers at their previous employer and university (3.4 GPA minimum), with a strong interest in M&A. 2-3 yr minimum commitment with the opportunity for advanced placement for exceptional associates. MBA not required.

    Responsibilities/Requirements
    The individual must have a strong work ethic with outstanding organizational and interpersonal skills. Responsibilities include conducting market research, originating potential M&A / leverage buyout candidate transactions, conducting detailed company valuations, conducting industry and company due diligence, preparing investor presentations, writing confidential information memorandums and managing analysts. Candidates will be required to confer with clients and investment bankers to structure and manage transactions in a variety of industries. Skills required include detailed financing modeling ability, application of valuation methodologies, strong writing skills and excellent interpersonal / communication skills. Candidates should be prepared to disclose references, including college GPA and SAT scores.

    Critical Success Factors
    The Candidate must obtain exceptional analytical, organizational, written, verbal and interpersonal communication skills. Successful candidates will have a strong work ethic, ability to meet strict deadlines and work as part of an integrated team. Should be a detail-oriented self-starter accustomed to a fast-paced work environment. Associates will be expected to contribute productively from the start of the program.



    Ref# IL1010
    Leveraged Finance Analyst
    Chicago, IL

    About the Job
    • Researching and analyzing companies, industries, historical financial statements and financial information
    • Building financial models, performing investment analysis, conducting market due diligence and understanding capital markets trends
    • Assessing a company’s viability and financing alternatives
    • Understanding the inherent merits and risks associated with each potential investment

    Job Requirements
    • Exceptional academic track record with a cumulative GPA of 3.5 and above from a top ranked university
    • Bachelor’s degree in accounting, finance, economics or related work experience
    • Industry generalist experience, this client invests across a diversified asset base
    • Particularly strong quantitative, writing and interpersonal skills
    • Excellent computer skills, Excel, Word and PowerPoint
    • Solid experience working with middle market firms
    • Strong work ethic and drive for perfection
    • Excellent problem solving and analytical skills
    • Ability to meet strict deadlines and thrive as part of an integrated team
    • Ability to contribute productively from day one in a fast paced work environment



    Ref# PA1002
    Investment Banking Analyst
    Reading, PA

    About the Job
    The firm is a boutique middle market investment banking firm, with offices in the Mid-Atlantic region, offering a range of traditional and non-traditional investment banking services including valuation and advisory services, mergers and acquisitions, strategic alternative assessments as well as financing, capitalization and restructuring transactions for the Bank, Insurance, Healthcare and C&I Industries. The firm is seeking an Analyst who will support investment banking professionals in preparing research, industry analysis, proposals, presentations and marketing materials using advanced Excel, Word and PowerPoint. Analysts will also be required to perform other ad hoc analytical and administrative tasks as necessary. You must also be highly motivated, responsible, and have excellent communication and time management skills.

    Duties & Qualifications
    • Perform company, industry, regulatory, market, economic, accounting or other related analysis tailored to the Bank and Insurance industries
    • Take responsibility in managing and maintaining industry landscape analysis, FIG peer reviews, as well as company specific financial analysis
    • Support professionals in all facets of the process including research, marketing, pitch books, engagements and post deal administration
    • Background in Finance, Accounting, Economics or Business Analysis Preferred
    • Understanding of U.S. Capital Markets, Economy, GAAP Accounting, and /or Bank/Insurance Regulatory Structure preferred
    • Bachelors degree required, MBA, CPA, CFA, a plus
    • SNL, Bloomberg, Highline FI, AM Best, Capital IQ or other Research or Investment Banking database skills are helpful

    The firm offers an environment geared towards performance, initiative, efficiency, career advancement and a corporate culture that values and rewards the contributions of every individual. The firm also offers a competitive salary and an excellent benefit plan.


    Ref# CA1016
    Investment Banking - Equity Capital Markets - Analyst
    San Francisco, CA

    About the Firm
    The firm is a leading global financial services firm with assets of $1.4 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. Clients turn to this firm for its complete platform of financial services combined with flawless execution.

    Equity Capital Markets
    The Equity Capital Markets (ECM) team advise, structure and execute a range of equity offerings for major corporations and governments, easing clients' access to the public markets for equity and equity-linked capital and non-public markets for equity derivatives. As a team, in addition to providing advice to clients on raising straight equity financing, they also focus on issuing hybrid securities such as convertible bonds and structuring complex equity derivative transactions. This could involve anything from selling company stock to the public to designing an equity derivative solution to allow the monetisation of a major corporate's holding in another company. The ECM team primarily provides advice on how best to structure deals and then works with the client to execute the transaction.

    The Role
    The successful candidate will play a vital and accountable role in all aspects of the transaction process and pursuit of strategic business ideas. S/he will join a dynamic team with that is far reaching, forward moving and also have the opportunity to work with clients and senior management.
    The Analyst's responsibilities will include but not be limited to the following:
    • Participate in the origination and execution of equity transactions, including initial public offerings, follow-on equity offerings and convertibles.
    • Target potential equity issuers and new equity capital raising by corporate clients; perform buy-side investor, equity market conditions and offering size analyses, and prepare equity roadshow layouts.
    • Compile pitch presentations for numerous companies on topics that include common stock issuance, equity-linked alternatives, carve-outs/spin-offs, capital management, dividend strategy and share repurchases.
    • Coordinate efforts with deal team members across the investment bank, including the capital markets, corporate finance, and mergers and acquisitions departments.
    • Participate in prospectus drafting and due diligence, preparation of roadshow schedules and presentations, investor targeting and investor feedback, and development of equity pricing materials.
    • Supervise and train junior analysts.

    Essential Qualifications
    The successful candidate will possess the following:
    • Must have prior experience with quantitative and financial modeling for structuring of equity transactions using balance sheet, income statement, public comparables and transaction comparables analyses; and buy-side investor analysis and targeting for new equity capital raising efforts by corporate clients.
    • Bachelor's Degree or the equivalent in Business Administration, Finance, Economics, Math or related field.
    • At least 1-2 year's experience in a related position.
    • Very strong financial modeling/valuation and analytical skills.
    • Ability to comfortably interact with business clients and management.
    • Excellent technology skills with strong Excel (macros, pivot tables, look-ups and filtering) and PowerPoint skills. S/he will be able to quickly learn new software applications.
    • Highly organized, detail oriented and proactive. Energetic and decisive, with high level of integrity.
    • S/he will be able to communicate concepts and ideas both verbally and via documentation, to and be able to defend their validity.
    • Provide examples of a team mentality. A relationship builder, who can establish trust and credibility across the firm.

    Professional/Personal Attributes
    The ideal candidate is a creative, innovative team player. It is also important that this person display maturity, good judgment and an ability to work with professionals at all levels inside the firm. Strong modeling, analytical, technical problem solving, planning and organizational skills are a must. The Analyst must have strong interpersonal skills and be able to communicate effectively in presentations; expressing complex financial strategies in an organized and articulate manner. This individual must be dedicated to the Firm's goals and s/he will have uncompromising personal integrity.



    Ref# NY2061
    Investment Banking Analyst
    New York, NY

    About the Firm
    The firm is a global investment banking company that provides advisory services to the real estate, infrastructure, and asset backed industries. The firm has the ability to serve corporate and institutional clients on both local market and international transactions with offices located in Canada, the United States, Europe, and Australia. The firm is focused on property, power and infrastructure assets, and which has over US $100 Billion of assets under management globally.

    The Role
    The firm is looking to add an additional Analyst, which will have the candidate working closely with the Partner and Team Head, to their established and skilled team of investment banking professionals in the New York office. The position provides an excellent opportunity for an experienced investment banking analyst to work on transactions throughout the US as well as interact with and support the global company practice.

    Candidate Requirements
    • Excellent academic background
    • At least 12-24 months experience
    • Strong finance, math, and reasoning skills combined with diverse personal interests are preferred
    • Proven Excel Analytical and Modeling Skills
    • Ability to work well in a dynamic and entrepreneurial environment
    • Outstanding interpersonal and client service skills
    • FINRA Registration an asset
    • Previous real estate or infrastructure, and M&A experience is beneficial but not a prerequisite
    • Eligibility to work within the US

    Salary is competitive and is commensurate with experience



    Ref# MN1001
    Public Finance Investment Banking Analyst
    Minneapolis, MN

    About the Job
    Analysts provide analytical and quantitative support and assist senior bankers to provide investment banking service to clients in the public, private, and non-profit sectors including state and local government agencies, higher education institutions, healthcare providers, senior living and real estate issuers, and charter school issuers.. At the firm, analysts are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of the transactions.

    Responsibilites
    • Developing financial models to structure and optimize transactions
    • Preparing analyses on client capital structure, debt capacity and credit profile
    • Drafting responses to request for proposals by clients
    • Preparing presentations for financing proposals and new business development
    • Interacting with internal and external financing team members in developing, executing and closing of a transaction

    Qualifications
    • B.S. or B.A. with demonstrated competence in math and quantitative skills with a minimum GPA of 3.20. Will consider Classes of 2009 and 2010.
    • Successful candidates will be highly self-motivated, intellectually curious, and willing to work long hours when needed.
    • Excellent analytical and quantitative skills are a must and an understanding of financial markets is useful.
    • Well organized, attention to detail and able to manage multiple projects under pressure.
    • Advanced user of Excel, PowerPoint and Word.



    Ref# CA1015
    Investment Banking Analyst - Technology, Media & Telecom
    San Francisco, CA

    Job Description
    The firm is looking to add an Analyst to the firm's Technology, Media & Telecom Investment Banking Group in the San Francisco office. The firm is Top 10 in the U.S. in Debt Capital Markets and Equity Capital Markets, and has a strong Mergers & Acquisitions franchise. This position will have responsibility for supporting senior bankers in transaction execution and business development. The Analyst will be involved in the origination and execution of transactions including Mergers & Acquisitions, Equity Capital Markets, Debt Capital Markets (Leveraged Finance and High Grade), and others. The San Francisco office's TMT group currently has practices in Software & Systems, Clean Technology, and Internet/Digital Media.

    Minimum Qualifications
    The candidate will have 1-2 years of relevant experience, with a strong undergraduate educational track record (B.A. or B.S.). The Analyst will have excellent attention to detail, quantitative skills, and work ethic, with the ability to perform under pressure and tight timelines. The candidate will be a team player with excellent communication skills. The ideal candidate will have product knowledge and financial modeling experience across Mergers & Acquisitions, Equity Capital Markets, and Debt Capital Markets.


    Ref# MI1000
    Investment Banking Analyst
    Detroit, MI

    About the Firm
    The firm is a middle market investment bank that provides merger & acquisition and financial advisory services to companies and private equity firms located throughout North America and Europe. The firm's 18 professionals operate from offices in Detroit and Chicago. They differentiate their practice by leveraging deep industry expertise with a strong analytical approach and customized transaction solutions. The firm is deeply committed to their client's success and to help their staff members realize professional and personal fulfillment. This firm strives to attract the best and brightest people by providing an environment that promotes thought, creativity and client service.
    Job Description
    The firm is seeking an experienced Analyst to join their Detroit based Industrials team. This individual will be working directly with the Managing Director and Vice President of the Industrials group and will be working on projects staffed out of both Chicago and Detroit.

    Responsibilities
    The Analyst’s key responsibilities will focus on deal execution and business development initiatives and include:
    • Development of detailed and often complex financial models
    • Research, including industry and buyer analyses, and structure and valuation metrics
    • Writing sections of the offering memorandum, creating charts and other visuals, preparing financial data, and formatting the presentation of the final document
    • Ongoing transaction support including supplemental analysis
    • Direct involvement in business development activities including presentations, proposals, and marketing materials
    • Meaningful interaction with buyers, capital sources, attorneys, and clients

    Qualifications
    The ideal candidate will possess the following:
    • Excellent working knowledge of Excel, Word and PowerPoint
    • Excellent research skills
    • Ability to manage multiple tasks within a defined timeline
    • Strong interpersonal and analytical skills
    • Thorough understanding of financial statement analysis and an understanding of financial modeling and the valuation process
    • High level business writing skills

    Analysts are considered for promotion within the firm. A staff person who delivers strong performance does not require an MBA for promotion to associate.


    Ref# NY2060
    Analyst Investment Banking M&A
    New York, NY

    About the Firm
    The firm is a New York City-based mergers & acquisitions investment bank and strategy consulting firm serving the financial services industry. The firm’s officers have completed more than 225 assignments over the past 19 years, providing confidential, strategic advice to (a) independent firms within the investment management and securities industries, and (b) larger diversified financial entities assessing platform alternatives. Whether a client seeks M&A or strategic guidance, this firm offers the highest level of personal attention and service, as well as the benefit of their many years of practical advice. The culminating component of the firm's client service is their skill in bringing sound transactions to successful consummation. Senior investment bankers participate in all phases of the complex and often arduous transaction execution process — from initial due diligence to definitive documentation. The firm also advises on how best to present and articulate a transaction’s underlying strategic rationale to the client’s constituencies.

    Job Description
    A year or two of prior investment banking and/or valuation advisory experience is required. Specific FIG banking experience is a plus. The firm offers a prospective candidate the opportunity to work at a highly entrepreneurial platform with the analytical rigor that surpasses the large “bulge bracket” banks. As an analyst, you will work closely with the firm’s associates and vice presidents. You will support the modeling and research needs of the broader team. Such responsibilities include the preparation of profiles, target lists, updating proprietary databases, drafting descriptive materials and building valuation/transaction models. Given the size of the firm, the analyst program offers outstanding “hands on” client experience and exposure to the firm's partners.

    Ideal Candidate
    Strong analytic and interpersonal skills combined with solid writing and research skills are requisite. The ideal candidate will have a year of investment banking experience—ideally M&A oriented. The candidate will also possess the intellectual power, mindset, and physical stamina to thrive in a deadline-driven environment. Candidates must possess the highest sense of personal integrity that translates into doing "right" by the clients. Additional skill sets the firm looks for include: organizational, communication, and attention to detail. Candidates must be highly self-motivated, team-oriented and exhibit a strong desire to learn.


    Ref# CA1014
    Investment Banking Analyst - Healthcare
    San Francisco, CA

    Job Description
    Analysts who join the Investment Banking Analyst Program at this firm are provided with a broad-based investment banking experience. Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing). Analysts are asked to assume an integral role in the execution of many of the firm's transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients. The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate - without having to attend business school. This position is available in San Francisco.

    Requirements
    The firm seeks a full-time candidate for the Analyst position who has demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and is enthusiastic about and committed to the investment banking industry. For this particular position in the Global Healthcare Group UBS, is interested in candidates who have already gained 1-2 years Analyst experience at another bank or have worked in another industry but have gained transferable skills. Degree: Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment.


    Ref# NY2059
    Private Equity Associate
    New York, NY

    Job Description
    This firm is seeking a Fund Controller associate for the Private Equity Finance Division to provide accounting, financial reporting and tax support for a multi-billion dollar fund.

    Responsibilities
    • Calculate investor quarterly NAV per share for unitized offshore feeder funds and prepare quarterly feeder fund NAV statements
    • Respond to feeder fund investor requests such as preparing NAV estimated projections and expense ratios and meeting German investor regulatory/tax reporting
    • Perform GAAP basis accounting closings for the Partnerships, including maintenance of books and records, valuation of publicly traded and non-public investment portfolios and review of cash and brokerage records
    • Prepare quarterly GAAP basis financial statements for the Partnerships including cash flow statements, schedules of investments and footnotes
    • Prepare/administer the Partnerships' activities including capital calls and distributions, investor allocations, management fees and investment purchases and sales
    • Prepare quarterly reports for partners, including detail roll forward analyses of Partner Capital Accounts (PCAAs) as well as other ad hoc investor requests
    • Significant involvement and coordination in annual audits and tax preparation
    • Identify and resolve partnership legal, tax and accounting issues, including foreign and non-resident partner withholding tax consequences and coordination with financial reporting and tax auditors
    • Communicate and work with the Firm's finance, administration and operations areas (such as Investor Relations, Treasury, Tax, and Legal)

    Skills/Experience Requirements:
    • 2-3+ years of accounting experience including financial statement preparation experience
    • A team player with strong communication skills
    • Ability to multitask and demonstrate problem solving skills
    • Highly motivated, detail oriented individual
    • Extensive knowledge of Microsoft Excel including other Microsoft Office Applications



    Ref #NY2056
    Investment Banking Analyst
    New York, NY

    Job Description
    First year Investment Banking Analyst with a New York based, middle market focused investment bank. The Analyst will work with senior corporate finance professionals in lean internal teams to facilitate all aspects of deal origination and execution across industries and disciplines. Assignments include equity and debt financings, mergers and acquisitions, leveraged buyouts and special committee assignments.

    Duties
    • Perform due diligence on specific investments or advisory assignments.
    • Compile and analyze data relative to specific engagements.
    • Perform financial analyses and prepare financial models.
    • Research specific new fields of business development focus.
    • Prepare offering memoranda, management presentations and other written materials.


    Requirements
    • Solid understanding of corporate finance & economic concepts.
    • Initiative and ability to work independently.
    • Meticulous eye to producing a high quality for work product.
    • Willingness to contribute in a small collegial atmosphere, while also being able to communicate and articulate ideas and analyses effectively.
    • Outstanding analytical abilities and strong interpersonal skills.
    • An ability to thrive in a fast-paced and entrepreneurial work environment.
    • Excellent verbal and written skills.
    • Positive attitude a must.
    • May require weekend work.
    • References should be provided.


    Education BS Degree (especially in Business or Economics with a concentration in Accounting, Finance, Marketing or MIS). Additional accounting or finance experience is a plus.

    Salary
    To be determined based on experience and qualifications.


    Ref #NY2057
    Investment Banking Associate
    New York, NY

    About the Firm
    The M&A Advisory Group at this firm serves as a financial advisor to growing, middle market businesses across a broad range of industries including but not limited to healthcare services, medical technology, telecommunications & media, infrastructure and energy. The group provides advisory services to private and closely-held public companies with business values typically between $50 million and $500 million. This group is part of the Banking & Advisory department. In addition to serving as advisor to many of America's finest closely held companies, the firm has also managed a series of private equity funds. The 1818 Funds, which target equity and mezzanine debt investments in middle market companies, have invested nearly $2 billion in more than 50 businesses since 1990. This principal investing activity has given the firm an important perspective as they advise business owners on transactions involving corporate sales, acquisitions and recapitalizations. The firm believes their unique position among Wall Street firms as both an advisor and investor provides several important advantages, including their focus on taking an analytical, "owner-oriented" approach to evaluating shareholder and strategic alternatives for their clients. The firm understands how financial and private equity investors approach a transaction; therefore, they are better able to anticipate issues of importance to them in their investment process. This firm has a well-established and independent industry relationships with many of the most active acquirers in a number of industries, and they are able to leverage these contacts to review acquisition opportunities on a timely basis.

    Position Profile
    The firm is seeking an Associate for its Mergers & Acquisitions Group in New York City. Candidates will ideally have finance experience, preferably in an analytical/modeling role, with excellent client skills.Investment banking product group candidates will also be considered. Ideal candidates will be top-performers at their previous employer and university (3.4 GPA minimum), with a strong interest in M&A. 2-3 yr minimum commitment with the opportunity for advanced placement for exceptional associates. MBA not required.

    Responsibilities/Requirements
    • Responsibilities include conducting market research, originating potential M&A / leverage buyout candidate transactions, conducting detailed company valuations, conducting industry and company due diligence, preparing investor presentations, writing confidential information memorandums and managing analysts.
    • Skills required include detailed financing modeling ability, application of valuation methodologies, strong writing skills and excellent interpersonal / communication skills. Candidates should be prepared to disclose references, including college GPA and SAT scores.
    • Candidates will be required to confer with clients and investment bankers to structure and manage transactions in a variety of industries.
    • The individual must have a strong work ethic with outstanding organizational and interpersonal skills.


    Critical Success Factors
    Exceptional analytical, organizational, written, verbal and interpersonal communication skills. Successful candidates will have a strong work ethic, ability to meet strict deadlines and work as part of an integrated team. Should be a detail-oriented self-starter accustomed to a fast-paced work environment. Associates will be expected to contribute productively from the start of the program.


    Ref #UK1000
    Real Estate Private Equity Analysts
    London, UK

    About the Firm
    This real estate focused investment management company has completed hundreds of transactions across the globe in all forms of property. The company offers comprehensive experience across direct investments, asset management, complex transaction structuring and risk management.

    Job Description
    The firm is currently recruiting Analysts for a leading global real estate private equity fund. Due to increased activity across European markets, the firm is looking to add to their team. This role will give the analyst experience across all aspects of the business. Working in small teams, the successful analysts will get unrivalled exposure across the complete investment process and subsequent asset management.

    Requirements
    To be considered, candidates must have a broad understanding of European real estate markets. Candidates must have exceptional valuation, modeling and execution experience and must be fluent in either French or German languages.


    Ref #NY2058
    Analyst/Associate, Power M&A
    New York, NY

    About the Job
    The firm is looking to add one to two experienced Analysts or Junior Associates to its team. The firm's lean structure allows for significant deal experience and interfacing with both internal Managing Directors and clients, and its robust pipeline allows for substantial experience executing sell & buy-side transactions.

    Requirements
    The firm is looking for candidates who possess the following characteristics:
    • Exceptional modeling, valuation, and technical skills required.
    • Experience in Power or Utilities is highly preferred.



    Ref# GA1001
    Analyst, Investment Banking
    Atlanta, GA

    About the Firm
    The firm is an Atlanta-based consulting and staffing firm with expertise in IT and Finance & Accounting. Founded in 2006, the privately held company leverages its knowledge and experience to help Fortune 1000, middle-market, and emerging companies succeed.

    Job Description
    Investment Banking firm is looking for an analyst to do the following:
    • Perform financial analysis critical for the production of fairness and solvency opinion, purchase price allocations, debt and equity valuations and other financial reporting engagements utilizing discounted cash flows, market multiples and comparable transaction multiples.
    • Responsibilities to include attending due diligence meetings, generating and delivering proprietary pitch materials, conducting thorough industry and economic research and preparing financial analyses and narrative reports.
    • Maintain continuous communication with members of the deal team as well as the client throughout each engagement.
    • Diligently work rigorous hours in high pressure situations to meet difficult client demands.

    Qualifications
    The qualified candidates will have a Bachelors degree in Finance, advanced Excel skills and no more than 2-3 years investment banking experience as an analyst.


    Ref# CA1013
    Investment Banking Analyst
    Los Angeles, CA

    Job Description
    Analysts who join the Investment Banking Analyst Program at this firm are provided with a broad-based investment banking experience. After an intensive training program, Analysts will join either a product team (Mergers and Acquisitions, Equity Capital Markets, Financial Sponsors, Leveraged Finance and Restructuring, Private Equity Funds) or an industry sector team (Healthcare, Telecom/Media/Technology, Global Industrials, Consumer Products / Retail, Energy, Utilities, Financial Institutions, Latin America or Real Estate). Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing). Analysts are asked to assume an integral role in the execution of many of the firm's transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients.

    The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate - without having to attend business school.

    Requirements
    The firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry. For this particular position in the Real Estate Group the firm is interested in candidates who have already gained Analyst experience at another bank or have worked in another industry but have gained transferable skills. Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment.


    Ref# NY7052
    Investment Banking Analyst/Associate
    New York, NY

    About the Job
    Associates and Analysts assist in the execution of a wide range of financial services transactions to real estate, hospitality and healthcare companies. These transactions include, but are not limited to, (i) mergers and acquisitions, (ii) financial restructurings, (iii) leveraged buyouts and recapitalizations, (iv) public / private valuation work and (v) capital raisings including the sale of public and private debt, preferred, equity-linked and equity securities.

    Associates and Analysts will work often in Microsoft Excel, Powerpoint and Word, and be expected to be thorough and detailed in their research and analyses. They will need to become proficient in the various financial market data sources provided to Wall Street and will assist in creating financial models and client presentations. Associates and Analysts may also be expected to travel throughout the United States to client sites. Since the firm is smaller than many other investment banking firms, associates and analysts will have significant direct exposure to the firm's group of highly experienced partners and will have the opportunity to advance in the firm with or without an MBA.

    Qualifications
    Students or current professionals interested in applying for positions must display an interest in real estate and healthcare based companies, as well as financial management. Applicants must also demonstrate proficiency in quantitative analysis and Microsoft Office applications. A strong accounting and finance background, either proven through coursework or prior work experience, is required. Beyond quantitative skills, applicants must prove their ability to communicate and manage time effectively. Applicants with US work authorization from all academic backgrounds will be considered. A minimum 3.25 GPA is required. Previous Wall Street investment banking experience is strongly preferred.


    Ref #TX2006
    Restructuring & Investment Banking: Associate and Analyst
    Dallas, TX

    About the Job
    These positions shall provide financial and accounting related consulting and advisory services primarily in the areas of Corporate Restructuring and Mergers and Acquisitions. This practice provides services primarily in the following areas: Creditor and Debtor Advisory, Mergers and Acquisitions, Performance Improvement, Wind-Down and Liquidation.

    Primary Duties
    • Apply business, accounting, finance and analytical skills to various client situations and practice disciplines (e.g., financial modeling, ratio and comparable company analysis, review/analysis of financial statements and projections, assessing business plans, claims, conducting due diligence on balance sheet and profit and loss statement items, etc.).
    • Prepare complex cash flow projections and worksheets to model business processes and/or actual or hypothetical transactions.
    • Work to ensure a quality product, as well as delivery of all work within established timeframes.
    • Prepare draft written analyses and other reports for third parties, as necessary, on the project scope, findings and/or results of activities.
    • Prepare PowerPoint presentations and quantitative exhibits for third parties, as necessary, on the project scope, findings and/or results of activities.
    • Research and organize information to facilitate effective data access and analysis.
    • Maintain professional image within the firm as well as outside the firm.
    Qualifications & Skill Requirements
    • Proficiency with PC environment and related software, including Microsoft Office applications (a very strong emphasis on Excel and PowerPoint).
    • Proficient use and analysis of computer models and development of dynamic spreadsheet applications.
    • Excellent communication (written and verbal), mathematical and organizational skills.
    • Ability to work independently in fast-paced, multi-task environment; willingness to research, analyze and develop new skills.
    • Flexibility with respect to assigned tasks and engagements due to changing deadlines, changing deliverables and evolving task priorities.
    • Familiarity with web-based financial research resources for corporate information, SEC filings, competitive data, etc.
    • Thorough knowledge of corporate finance and accounting principles and terminology.
    • General knowledge of corporate bankruptcy process and procedure.
    • Ability to interface with team members and client personnel in demanding, deadline-driven situations.
    • Ability to travel.
    Education/Experience Requirements - Associate:
    • Bachelor’s Degree in accounting, finance or business administration is required, MBA preferred. If not a business degree, then subsequent business training can suffice.
    • Certifications such as CPA, CFA, CIRA, Series 7, etc. are not mandatory, but will be considered.
    Education/Experience Requirements - Analyst:
    • Bachelor’s Degree in accounting, finance or business administration is required. If not a business degree, then subsequent business training can suffice.
    • 1-2 years of Investment Banking, Consulting, Private Equity or Public Accounting is strongly desired
    • Certifications such as CPA, CFA, CIRA, Series 7, etc. are not mandatory, but will be considered.



    Ref #US5011
    Investment Banking Analyst
    US

    About the Job
    Analysts who join this boutique Investment Banking firm will be provided with a broad-based investment banking experience. After an intensive training program, Analysts will join either a product team (Mergers and Acquisitions, Equity Capital Markets, Private Equity Funds) or an industry sector team.

    Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing). Analysts are asked to assume an integral role in the execution of many of the firm’s transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients. Financial modeling experience a MUST.


    Ref # NY2044
    Investment Banking Analyst
    New York, NY

    About the Firm
    The firm is one of the leading corporate and investment banks in the United States. Our top-ranked professionals provide in-depth industry knowledge and deliver creative, market-based solutions to clients in all major industries, with a specific focus in Consumer & Business Services, Energy and Shipping, Financial Institutions, Health Care, Industrial Growth, Media & Entertainment, Technology and Telecommunications. Our product groups include Leveraged Finance, Mergers & Acquisitions and Restructuring Advisory. This combination of industry and product groups permits the firm to deliver advice, strategies and capital with a universal banking approach to targeted client – high growth, entrepreneurial, middle market companies. The firm offers a wide range of investment banking, securities, investment management and wealth management services from 86 offices in 21 states and through local broker-dealers in 3 foreign jurisdictions.

    Job Description
    The firm provides Analysts with a high level of responsibility and extensive access to senior management and clients. Analysts will be assigned to transaction teams and can expect to be involved in a variety of transactions, including financings, mergers and acquisitions, recapitalization and restructuring assignments. Transaction teams at the firm are typically small in size, providing Analysts with significant responsibilities early in their career.

    Qualifications
    • B.S. in Finance or Accounting
    • Previous work experience in accounting
    • Highly motivated and detail-oriented individual
    • Willing to work in a dynamic, fast-paced environment
    • Strong financial modeling and analytical skills
    • Understanding of valuation theory and methodologies
    • Excellent verbal and written communication skills
    • Computer skills (Excel/Word/PowerPoint)


    Ref #GA2067
    Investment Analyst
    Atlanta, GA

    About the Job
    The firm's Funds Management Team in Atlanta specifically manages real estate funds dedicated to the German investment market. The group is active with three funds, its close-end institutional series of funds, U.S. Property Funds ("USPF"), an open-end German KAG fund ("TMW World Fund") and a closed-end German doctors fund ("BTI"). Investment criteria for these funds range from acquisition of core office, retail and industrial product to opportunistic joint venture development in the apartment, condominium and office sectors. The office in Atlanta oversees the portfolio management, asset management, acquisitions/investments, dispositions and financings for all three funds. The office is supported by the firm's Transactions group as well as by their Munich office for investor relations and marketing.

    Primary Responsibilities
    • Acquisition, joint venture investment and sales analysis along with due diligence and deal closing support
    • Interfacing with Transactions, Accounting and Legal departments as well as with third party service providers and joint venture partners in order to obtain and verify information needed for internal analyses and client reporting
    • Assisting with preparation of investor offerings and presentations
    • Maintain internal deal pipeline report and other internal spreadsheets
    • Involvement in property financing process from loan quotes to loan closing, including exposure to due diligence work and loan documentation
    • Occasional travel for property inspections and market due diligence
    • Supporting asset managers in reviewing property performance, outlining management and partnership agreements, lease analysis and reviewing property valuations
    • Ongoing portfolio analysis, portfolio modeling and projections
    Qualifications
    • Bachelor's degree in Finance, Economics, Business Administration, Accounting or Real Estate required
    • Strong understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, property types
    • Strong understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return, present value/discounted cash flow
    • Proven quantitative, analytical and computer skills required, proficiency in Argus and Excel
    • Ability to create ad hoc financial analysis and possess strong troubleshooting and problem solving technical abilities
    • Strong interpersonal/communication skills
    • Strong organization skills and attention to detail with ability to manage multiple projects simultaneously
    • Able to work independently and apply good judgment



    Ref #CA2099
    Equity Research Analyst
    San Francisco, CA

    About the Firm
    The firm is an employee-owned, international wealth management, capital markets,private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, the firm has more than 2,300 associates serving the needs of individual, corporate, institutional and municipal clients. The firm oversees and manages client assets of more than $73 billion. Committed to being a great place to work, the firm is one of FORTUNE’s “100 Best Companies to Work For” in 2009 -- its sixth consecutive year on the list.

    Job Description
    The firm has an immediate need for an analyst to join the technology team in San Francisco, California. The analyst plays an integral role in the research process. Analysts typically join a focused industry group and work closely with Senior Analysts. Equity Research Analysts provide quantitative support for industry- and company-specific research and assist in the preparation of financial models, written reports, and field research. We are looking for individuals with strong computer, analytical, writing, and presentation skills.

    Qualifications
    Bachelor’s degree program required. Candidates must have a proven academic record (minimum GPA of 3.5/4.0). This is a pre-MBA role. The ideal candidate will be a self-starter with a desire to learn and possess:
    • the ability to work within a team and on a self-directed basis
    • excellent analytical as well as written and verbal communication skills
    • advanced computer skills, particularly Excel
    • the ability to balance attention to details with timeliness in completing assignments



    Ref #NY2055
    Investor Relations Associate/Manager
    New York, NY

    About the Job
    The firm is seeking an achievement driven, client focused individual to join the Investor Relations team. The firm is a world leader in infrastructure acquisition, funding and management with over $115 billion in infrastructure assets under management. Investors include public and corporate pension funds, Taft-Hartley funds, insurance companies, endowments and foundations and high net worth clients. The Investor Relations Manager/Associate will report to both the Head of Investor Relations and the COO for the fund, and will play a vital role in all aspects of investor relations and the marketing of the funds. You will gain an in depth knowledge of the funds by working closely with executives in the asset management team. Exceptional communication skills are necessary as you will produce written reports on the progress of the funds, and assist with external communications for the fund. Responsibilities for this role include drafting of all IR communications including developing presentations and investor relations collateral material. Key tasks include:
    • drafting quarterly reports, press releases, scripts for earnings calls and other IR materials
    • assisting with planning and coordinating of investor meetings
    • facilitating investor information requests
    • assisting with creation and maintenance of marketing materials including presentations and performance updates

    Requirements
    • Proven high level communication skills
    • Strong client relationship and business development focus
    • High level of numeracy and strong financial knowledge
    • Attention to detail
    • General business knowledge/commercial acumen
    • Superior proficiency in Word, Excel, and PowerPoint
    • Prior experience in Investor Relations or Finance in a client facing role is preferred



    Ref #CA1012
    Associate - Private Equity Firm
    San Francisco, CA

    Company Overview
    The firm is a private equity firm located in San Francisco, CA. The firm specializes in leveraged buyouts of lower middle-market companies in numerous industries. The firm has $480 million under management and has invested in 17 companies since its inception in 2001. The team includes 10 investment professionals with diverse investing, operations, management, and finance backgrounds.

    Position Overview
    The primary responsibility of the Associate involves assisting in the sourcing, assessment and execution of new investment opportunities. The Associate will proactively analyze various industries by assessing key trends and risks and identifying attractive areas for investment therein. In addition, the Associate may work alongside the firm's portfolio companies on various operations and strategic planning projects. Candidates should have a well-developed analytical skill-set and should possess the financial experience and business acumen to perform detailed quantitative analysis with limited oversight.

    Key Responsibilities
    • Deal Origination
      • Communicate regularly and build deep relationships with the firm's network of business brokers and investment bankers
      • Attend various industry events and conferences in order to build relationships with deal sources
      • Network directly with business owners in industries of interest
      • Conduct proactive industry research in order to identify new industries of interest
    • Assessing and evaluating new deal opportunities
      • Screen new deal opportunities against firm investment criteria
      • Communicate new deal feedback to the team and to business intermediaries
    • Participating in transaction execution
      • Perform analysis and conduct initial due diligence on investment prospects
      • Assist in transaction structuring and financing, which includes the construction of financial models and pitching prospective lenders
    • Assisting in portfolio company operations and strategy planning projects, including hiring, competitive and financial analysis, industry research, and add-on acquisition execution
    Qualifications
    • Pre-MBA
    • 2 – 3 years experience at top-tier investment bank or consulting firm required
    • Proven quantitative and qualitative analytical skills in evaluating industries, companies, and new deal opportunities
    • Proven research experience; ability to quickly and clearly synthesize information and draw relevant conclusions
    • Proficiency in analyzing financial statements and building financial models
    • Sound strategic thinking skills
    • Undergraduate degree with a track record of strong academic performance
    Personal Attributes
    • Enthusiastic, pro-active, positive attitude with good listening skills and high integrity
    • Strong oral and written communication skills
    • Comfort and success in working and thinking within close-knit teams
    • Self motivated and ability to work under limited supervision


    Ref # NY7051
    Analyst, Investment Banking
    New York, NY

    About the Firm
    The firm provides investment banking, merger and acquisition advisory, institutional bro­kerage and research services. The firm focuses capital and financial expertise on eight industry sectors: consumer, diversified industrials, energy & natural resources, financial institutions, healthcare, insurance, real estate and technology, media & telecom. The firm is head­quartered in the Washington, D.C. metropolitan area with offices in Arlington, VA; Boston; Dallas; Houston; Irvine; New York; and San Francisco.

    The firm's vision is to be the pre-eminent global investment bank serving middle market companies and those who invest in them by providing innovative ideas that create value and delivering an un­matched focus on execution.

    About the Job
    The firm is currently seeking an experienced Analyst to join the Restructuring Finance & Advisory group in the New York, NY office. The position is available immediately. The Restructuring Finance & Advisory group focuses on balance sheet restructurings and capital markets solutions for firms in distress, including both in-court bankruptcy advisory and out-of-court restructurings. The ideal candidate will have 1-2 years of investment banking experience, excellent analytical talent, and strong organizational skills. Analysts are expected to be an integral member of deal teams, working closely with senior bankers to execute transactions and/or advisory assignments on behalf of the firm's clients.

    Description of Responsibilities
    • Report directly to the Restructuring Finance & Advisory group
    • Build and maintain complex financial models
    • Prepare pitch books and presentations for client meetings
    • Research current industry trends
    • Conduct due diligence for potential transactions
    • Organize and prepare drafting sessions and road show presentations
    • Interact with clients in meetings and throughout live transactions
    Qualifications
    • Bachelors degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills
    • A quick learner who has a keen interest in the investment banking business
    • Strong verbal and written communication skills with an ability to articulate complex concepts
    • Possess strong interpersonal skills


    Ref # TX2005
    Financial Research Analyst
    San Antonio, TX

    Job Description
    Our client, a well respected banking institution, is seeking a Financial Research Analyst.
    This individual needs to have strong written and verbal communication skills, coupled with knowledge of finance, statistics and accounting. A Bachelor's degree in management, finance, mathematics, statistics or economics is also a plus. At least two to three years or accounting and/ or budget creation experience as well as expertise with SAS and Crystal Reports is preferred.

    Required Skills
    Accounting and Finance, Financial/Investment, Investment Banking



    Ref #CT1000
    Associate Investment Analyst
    Hartford, CT

    Job Description
    Manage the collection, dissemination and accuracy of quantitative and qualitative investment information. This includes designing and executing more efficient processes to collect and disseminate data and creating innovative, meaningful client tools. This individual will utilize their expertise in project management, process re-engineering and technology to manage the development, production, and distribution of investment data. The position requires active participation and contribution to team-based discussions in order to identify opportunities for improving our production process.

    Incumbent works under direct supervision of senior staff in completing transactions (e.g. pricing, analysis, support services, documentation etc.). Incumbents typically have up to 2 years experience.

    Skills
    Client/Intermediary Support:
    The analyst will be responsible for providing timely and accurate responses for requested information for the investment advisory, relationship management, and intermediary relations organizations. Information requests are typically quantitative and qualitative data relevant to the firm's investment offerings and may include performance returns, statistics, manager philosophy and strategy or help with fund differentiation.

    Activities required to perform this role, include:
    • Maintains and populates quantitative and qualitative fund level database
    • Determines information requirements and identifies processes to fulfill needs
    • Leverages all internal/external resources/tools available, including internal databases, external service providers and fund management relationships
    • Effectively communicates information request responses
    • Pro-actively collects information for future data requests
    • Partners with investment analysts and product managers to ensure effective and efficient completion of both ad-hoc and standard data requests
    • Support design and development to define standard enterprise reporting standards, including standard benchmarks and statistics requirements
    Analytic Support
    • Manage input data files for use by investment analytic teams
    • Collect/store data elements used for manager evaluations
    Production Support
    The analyst will be responsible for managing key components of the monthly and quarterly deliverables. Activities will include:
    • Produce recurring production reports for internal/external constituencies.
    • Collaborate with technology on required enhancements and drive integrated and effective process change. Recommend, test, implement and document enhancements as required.
    • Manage the process design - identify and execute enhancements to the data management process, including data collection, dissemination and production.
    Qualifications
    • Bachelors degree required.
    • Project management experience, the ability to balance team orientation with an ability to work independently.
    • Demonstrated ability to focus on and take ownership for results (i.e.: quality, deadlines, goal-setting, and process improvement).
    • Ability to work well under pressure and to easily adept to changes in priorities to make marketplace and business needs.
    • Understanding of investment concepts and/or products within retirement market.
    • Well-developed oral and written communication skills; ability to translate complex ideas into clear and simple format.
    • Ability to demonstrate a pattern of results in achieving desired behavioral outcomes.
    • Proficiency in Microsoft applications including Excel strongly preferred; Access considered a plus.


    Ref# NY7049
    Energy Equity Capital Markets/ Investment Banking Analyst
    New York, NY

    About the Job
    Within the United States, the firm's corporate and investment banking division operates primarily through its New York Branch and its subsidiaries. These entities provide a diversified array of financing and capital markets products, which integrate the firm's expertise in advisory, origination, financing, structuring and distribution.

    The Energy Equity Capital Markets/ Investment Banking Analyst will help us increase our penetration into existing clients and prospective clients in the energy/commodities sectors.

    Responsibilities:
    • Developing presentations for clients
    • Preparing complex financial analyses and models
    • Drafting internal transaction memos and offering documents
    • Supporting the preparation of detailed memoranda and presentations describing the key attributes of client companies
    • Critically reading and analyzing legal documents
    • Researching and compiling market data
    • Conducting due diligence on client companies
    • Researching potential buyers/investors
    Qualifications/Requirements:
    • Exceptional academic record, especially in finance and accounting related courses
    • Excellent problem solving and analytical ability
    • Strong work ethic and a drive for perfection
    • Ability to perform under deadline pressure
    • Team player, self-motivated and entrepreneurial
    • Strong quantitative and technical / computer skills (e.g., Excel, Word, PowerPoint)
    • Strong data management and research skills
    • Excellent writing and oral communication skills


    Ref # OH1000
    Investment Analyst
    Cleveland, OH

    About the Job

    Financial advisory firm started in 1995 is looking for a person with an accounting, legal or real estate background interested in real estate consulting with institutional investors. While the firm is entrepreneurial and owned by its principals, it is one of the largest independent real estate consulting firms in the country with employees located in Cleveland, New York, Philadelphia, Los Angeles, Raleigh, and Seattle. We are looking to add an analyst to our Cleveland office. Clients include institutional investors, which are primarily pension funds, (e.g., Fortune 500 and state funds). Work includes assisting consultants and Principals with developing investment strategies, evaluating prospective investments and overseeing client portfolios and investment performance.

    The firm serves as a fiduciary for its clients and is a registered investment advisor/QPAM. We are not a brokerage or investment banking firm. A business, accounting, or finance background is preferred. While no specific degree/designation is required, a demonstrated competence in real estate, writing, math, and accounting is required. A strong knowledge in Excel is required.

    We are looking for people who want to participate in the significant growth of a company in terms of clients, revenues and personnel. We provide services that are continually evolving to meet market demands. We need innovative, bright people who can think on their feet and communicate effectively both orally and in writing. Because we are a small firm dependent on innovation, competence is rewarded quickly with increased levels of responsibility and client contact. The only limit to the growth of our personnel is their ability to perform and grow.


    Ref #NY7047
    Analyst, IBD Coverage Management
    New York, NY

    Coverage Management
    Coverage Management is responsible for coordinating all aspects of market coverage strategy within the Investment Banking Department. Areas of focus include market analysis, account planning, coverage and product group budgets, resource allocation and performance measurement. The group works closely with industry and product group heads, COOs and senior bankers.

    Primary Responsibilities

    Market Analysis: Perform sector-and product- based reviews of global investment banking market and CS share of wallet to measure performance and identify potential revenue opportunities. Design and create market share analytics for industry and product coverage groups.

    Business Reviews: Produce Business Review materials incorporating comprehensive performance metrics (e.g., revenue, share of wallet, deals done away, client calling, banker performance), including group-by-group comparisons for all industry and regional coverage groups with IBD. Materials are basis for monthly meetings with IBD Management and coverage group heads.

    Management Presentations: Design and produce IBD management presentations detailing recent performance and strategic initiatives. Examples include presentations to FID and Equities Operating Committees, Executive Board, firm-wide Managing Directors, IBD offsite, etc.

    Account Planning: Participate in IBD account planning and budget process. Work with coverage bankers to create bottom-up plans, and develop top-down footprint analyses to gauge industry and sector IB fee opportunities. Requires significant interaction with group heads, COOs, senior bankers, and the IT development team.

    Ad-hoc Projects: Support IBD co-heads and groups through analysis of the investment banking business.

    Candidate Description
    Candidates should have current/recent experience in investment banking, capital markets, consulting or other area of financial services. Formal training as part of an analyst or front-office rotational program preferred. A high proficiency with PowerPoint and Excel is required. Candidate should have solid written and oral communications skills, with superior attention to detail.

    Only candidates with relevant experience will be considered. As one of the world's leading banks, the firm provides its clients with investment banking, private banking and asset management services worldwide. The firm has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally.


    Ref #MA1005
    Investment Banking Analyst
    Boston, MA

    Job Summary:
    Under administrative direction, uses extensive knowledge and skills obtained through education and experience to work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions and financial advisory. Analyst will contribute and generate ideas during the entire transaction process. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Lead large multiple projects with significant scope and impact.

    Essential Duties and Responsibilities:
    • Develops financial models to assess debt and equity financing alternatives for transactions
    • Performs valuation methodologies comparative company analysis and discounted case flow analysis on target companies
    • Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories
    • Researches, analyzes, presents and documents drafting elements of a developing transaction
    • Develops client presentations
    • Assists in the publication of industry and company specific research
    • Follows general current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients
    • Maintains files related to active and prospective deals
    • Maintains group databases - Deal Database and Weekly Status Reports
    • Performs other duties and responsibilities as assigned
    Knowledge, Skills, and Abilities:
    Knowledge of:
    • Fundamental concepts, practices and procedures of Investment Banking
    • Fundamental investment concepts, practices and procedures used in the securities industry
    • Financial markets and products
    Skill In:
    • communicate effectively, both orally and in writing
    • Analytical skills sufficient to assess and explain events in the market
    • Problem solving skills and the ability to think independently sufficient to market ideas
    • Operating standard office equipments and using required software applications, including Microsoft Office and established databases
    Ability to:
    • Gather information, identify linkages and trends and apply findings to reports
    • Attend to detail while maintaining a big picture orientation
    • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
    • Organize manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
    • Establish and maintain effective working relationships at all levels of the organization
    • Work independently as well as collaboratively within a team environment
    • Assume full responsibility and accountability for own actions
    • Demonstrate uncompromising adherence to ethical principles
    • Be proactive and demonstrate readiness and ability to initiate action
    Educational/Previous Experience Requirements:
    • Bachelor's Degree (B.A.) in related field
    • or
    • Any equivalent combination of experience, education, and/or training as approved by Human Resources
    Additional Information: Travel Percentage: 15%


    Ref #NY7046
    Investment Banking FIG Analyst
    New York, NY

    Investment Banking Analysts are expected to assume significant levels of responsibility requiring a high degree of maturity, self-confidence and technical aptitude. Day-to-day responsibilities of an Analyst include but are not limited to:
    • Financial analysis and modeling
    • Assisting in preparing extensive written documents, including company information presentations, valuation presentations and transaction materials
    • Responsibility for both quantitative and qualitative data analysis and industry research
    The firm offers an unparalleled opportunity to work as part of a growing team with meaningful exposure to both senior bankers and clients. Candidates should be top performers who can demonstrate initiative, creativity, maturity and enthusiasm.

    Requirements:
    • A minimum of 1-2 years experience with FIG transactions
    • Excellent quantitative and analytical skills (proficiency in Microsoft Excel, PowerPoint and Word)
    • Core due diligence, modeling and valuation experience
    • Strong undergraduate record (strong GPA)
    • Excellent verbal and written communication skills
    The firm provides a broad range of innovative solutions tailored to the specific requirements of individual, institutional, corporate and government clients through an international network in over 30 countries. The firm is active in a wide range of financial and strategic matters, including fixed income and equity sales and trading, asset management, investment banking private placements and structured finance.


    Ref #MA1004
    Analysts/Associates (TMT) Investment Banking
    Boston, MA

    Associates & Analysts assume rapidly increasing responsibility. Duties vary considerably and generally include analyzing and modeling financial statements, performing client due diligence, preparing information memoranda, developing analytical documentation supporting the deal process, and communicating with institutional investors and senior officers of acquiring companies.

    Associates & Analysts work closely with the senior executives of the Firm's client companies on each engagement.

    Requirements
    • Outstanding academic performance record
    • Some TMT Experience a plus
    • Excellent written and oral communication skills
    • Strong accounting and financial modeling knowledge


    Ref #NY7045
    Portfolio Analyst - Private Equity Fund Services
    New York, NY

    Our firm has the people, processes, and technology to deliver a full suite of services. The Private Equity Fund Services group has over 200 highly skilled professionals with decades of experience in private equity accounting and operations, and offices in New York, London, Jersey (Channel Islands), Sydney, Chicago, Dallas and San Francisco. Our firm has invested in a market-leading technology solution to be able to service clients in a secure, confidential environment with strong controls.
    • Day to day accounting, including:
      • Preparation of daily capital calls and distribution notices
      • Gathering and inputting quarterly fund valuation entries
      • Reconciliations with external asset managers and internal accounting systems
    • First review of:
      • Limited partnership agreements (at closing)
      • Private placement memorandums (at closing)
      • Subscription agreements (at closing)
      • Quarterly financial reporting from client's external asset managers
    • Preparation of client reporting, including:
      • Investment performance
      • Cashflow reporting
      • Financial & management accounting
    • Assist management in developing processing efficiencies
    • Respond to any client queries
    • Other duties as required

    Qualifications
    • Undergraduate degree required (preferable concentration in finance and economics)
    • CFA/CAIA designation (or working towards the same) is a plus
    • Basic to intermediate knowledge of accounting, financial reporting & investment performance measurement is required
    • Excellent research and analytical skills
    • Excellent attention to detail
    • Excellent communication skills, both oral and written
    • Must be a team player with ability to network with co-workers
    • Ability to multi-task, work under tight time frames
    • Must be able to adapt to changing priorities
    • Must be technically proficient (Excel, Word PowerPoint, etc); must be comfortable learning new applications

    Ref #MA1003
    Hedge Fund/Private Equity Accounting and Operations
    Boston, MA

    About the Job
    Looking for Hedge Fund/Private Equity professionals for partnership accounting, tax, reporting, audit, risk, and compliance roles within fund servicing group. Currently hiring for Manager and Supervisor levels, 2 - 10 years of experience in hedge funds and private equity. Must have strong Excel skills. Prior Big 4 accounting experience preferred.


    Ref #NY7044
    Portfolio Analyst
    Albany, NY

    About the Firm
    Cleveland-based the firm is one of the nation's largest bank-based financial services companies, with assets of approximately $97 billion. The Firm's companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,439 ATM's; telephone banking centers and a website that provides account access and financial products 24 hours a day.

    Essential Job Functions:
    • Spreads and analyzes interim and FYE financial data on a timely basis to make appropriate qualitative analysis assessments.
    • Prepares Risk Rating Models for existing clients as required.
    • Reviews risk ratings and follows-up on recommended changes with Credit and Relationship teams.
    • Provides prompt and accurate testing of all financial covenants.
    • Reports violations to the Relationship Team (RM and Underwriter/PM).
    • Completes Approval Amendments for waiver of covenant violations in CWA in consultation with the Relationship Manager (RM) and/or the Underwriter/PM.
    • Tracks to ensure that all required relationships have an annual review completed per current Credit Policy.
    • Conducts analysis and underwriting of Streamlined Credit transactions by accumulating all data necessary to perform a focused analysis, reviewing all relevant financial and non-financial data necessary to complete the analysis and provide the foundation for a sound credit decision.
    • Work with Credit partners to ensure asset quality in the underwriting. Provides prompt and accurate borrowing base reviews and assessments.
    • Reports out of formula violations to the Relationship Team (RM and Underwriter/PM).
    • Assists Relationship Managers with Asset Quality Report (AQR) preparation.
    • Pro-actively identifies and communicates areas of concern to the appropriate relationship team members.
    • Maintains the integrity of the Client Data Tracking application for assigned portfolio through accurate data input.
    • Produces timely and accurate reports regarding the status of the administered portfolio as required.
    • Follows-up on all financial information > 30 days past due and works with RM to resolve ongoing issues in order to meet quarterly and annual scorecard goals.
    • Provides analytical support to other work groups including Asset Recovery Group, Community Development, Correspondent Banking, Public Sector, etc. as assigned.
    Required Qualifications
    • Bachelor's degree in accounting, finance, economics or related field - MBA preferred
    • Outstanding credit skills, analytical skills and financial acumen. Strong organizational skills
    • Good verbal and written communication skills
    • Computer competency, specifically in Word, Excel and PowerPoint


    Ref #MA1002
    Finance Associate - Private Equity
    Boston, MA

    Our Client is a 30 year old, global private equity firm located in downtown Boston. The firm has approximately $70 billion in total assets under management across several different lines of capital. Due to growth, there is an immediate opening for a Finance Associate to handle a challenging array of duties for multiple funds. Excellent growth opportunity for strong public accounting candidates!

    Job Duties
    • Prepare daily analysis of investment activity
    • Prepare monthly capital reporting to investors
    • Prepare investor letters (Quarterly)
    • Assist in preparation of financial statements
    • Interface with tax accounts for preparation of tax returns and K-1's
    Qualifications
    • 4 year degree in accounting, finance or economics with a GPA of 3.2 or higher
    • 2+ years public accounting within the Big 4 or larger regional firm
    • CPA+
    • Experience with FAS 157
    • Expert level excel skills


    Ref #IL1008
    Inside Sales in Investment Banking
    Chicago, IL

    About the Job
    The Firm is a specialized investment banking firm that provides financial advisory and financing services to public and private businesses. Founded in 1996, the firm is a leading provider of business financing, acquisitions and disposals advisory, and other corporate advisory services.

    The firm is a member of the Financial Industry Regulatory Authority (FINRA) and registered as a licensed broker - dealer.

    To the firm, growth is the way of life. Never has it been more important than now that our services are available to business owners. We are a highly effective motivated group that thrives on challenge, strives for quality and achieves success.

    Inside Sales Associates generate activity placing outbound calls to C-Level Executives and are responsible for identifying and qualifying opportunities form our proprietary database and referral base.

    Successful applicants will be provided with the industry's best comprehensive and ongoing training, have the opportunity of high un-capped earnings based on your results, and the prospect to grow quickly within the company into management positions.

    Responsibilities
    • Educate potential clients regarding their options
    • Support Senior Associates and Sales Directors
    • Coordinate warm lead hand off from lead generation group to Senior Sales Associates
    Qualifications
    • The position would ideally suit sales professionals with 1-3 year's top sales performance. However people will be considered without experience as extensive training is provided, if they possess a huge desire to be successful in sales.
    • The person must have excellent verbal communication skills, and be fearless in discussing business with C-Level Executives.


    Ref #IL1007
    Analyst
    Chicago, IL

    With a global vision, our firm achieves growth and success through specialist expertise and entrepreneurial spirit. We offer the freedom to display creativity and innovation. If you would like to be rewarded for the opportunities you create and the contribution that you make to your clients, team and industry, a career with us is for you.

    Our Capital Group operates globally and brings together advisory, wholesale structuring, broking, underwriting and investment banking funds management capabilities. Working with some of the best in the business, you will be involved in all facets of transactions that will be both challenging and rewarding.

    Our largest activity in North America is an integrated investment banking and private equity funds management business. In North America, we are organized into two functional divisions; Capital Advisors and Capital Funds.

    Our Capital Advisors team is a global leader in infrastructure and is where we house our investment origination, structuring and execution teams with activities similar to that of an internal M&A/financing advisory function or the deal executive team in a private equity firm. Our Capital Funds business manages funds on behalf of major international pension funds and other larger investors.

    Headquartered in Australia, the firm operates in more than 70 office locations in 28 countries. The firm employs approximately 12,700 people and had assets under management of $A216 billion (at 30 September 2009). North America is one of our key growth markets. You will be working on large transactions across industry and product areas with senior, highly-skilled specialists in a true team environment.

    The ideal candidate will:
    • Have experience (either as an intern or as a 1st year Analyst) in one of the following areas: Investment Banking, Insurance, or Actuarial Sciences
    • Have excellent written and oral communication abilities and the ability to work with those at all levels
    • Have strong attention to detail
    • Have strong time management skills
    • Have a hard-working, can-do attitude
    • Be able to work in an open, fast-paced environment
    • Be able to effectively juggle multiple, competing priorities
    • Be ambitious, motivated, entrepreneurial and have the desire to succeed
    • Be a team player


    Ref #NY7043
    Second Year Analyst, Investment Banking
    New York, NY

    Job Description
    The Investment Banking Second Year Analyst will support senior bankers both in transaction execution, as well as development of new business proposals (i.e. “pitch books”). Common tasks include development of financial projection models and pro forma analysis, maintenance of comparable companies and precedent transactions analysis (i.e. “the comps”), and preparation of offering memoranda and management/investor presentations. Typical projects include strategic and financial advisory in the context of mergers and acquisitions, restructuring, leasing and private placements of equity and debt.

    Requirements:
    To qualify for an interview, candidates must have:
    • B.B.A, B.A. or B.S. degree with an exceptional academic record
    • At least one year of experience at an investment bank/financial institution
    • Thorough understanding of corporate finance fundamentals and investment banking transaction processes
    • Working knowledge of accounting concepts, financial statement relationships, and traditional valuation methodologies
    • Excellent financial modeling skills, including creating complex financial models for sensitivity analysis, comparable company analysis, accretion/dilution analysis, and valuation/DCF analysis
    • Excellent analytical, quantitative and conceptual skills
    • Self-motivation and initiative to work independently as well as part of a team
    • Developed written and verbal communication skills
    • Capacity to multi-task
    • Track record of achievement in extracurricular and professional endeavors
    • Expert knowledge of Microsoft Office applications, primarily Excel and PowerPoint
    • Willingness to travel – many assignments involve travel to client locations
    • Experience/interest in transportation (particularly aviation) a plus
    More about The Firm
    The Firm is the leading independent transportation-focused advisory firm. It provides a broad range of investment banking, restructuring and consulting services for all segments of the transportation and logistics industries with a predominant focus on aviation. The firm’s professionals bring executive-level experience from top-tier Wall Street investment banking firms, “hands-on” management expertise from industry-leading transportation companies and analytics from tier-one consulting firms.

    The Firm is organized into three primary business units: Investment Banking, Restructuring/Corporate Advisory and Management Consulting. The firm works directly with companies in the aforementioned industries, as well as with a multitude of financial sponsors to evaluate potential investments in these industries. With its headquarters in New York and its principal European offices in Amsterdam, it is active around the world and recently has completed assignments on five continents.


    Ref #NY7042
    Investment Banking Analyst - Healthcare
    New York, NY

    Position Purpose
    The Healthcare group within the Global Investment Banking division of the firm is looking to hire an Analyst to join the team. The Analyst will work with Senior Bankers and Associates providing analytical, due diligence and transaction support. We are primarily seeking to fill a 2nd year analyst position with a candidate that has one or more years of relevant work experience.

    Key Accountabilities:
    • Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities.
    • Developing financial models, pitch book materials and conducting company research.
    • Analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisitions transactions and corporate finance offerings.
    • Other such duties, responsibilities and authorities may be reasonably required.
    Job Requirements:
    • Bachelor's degree or equivalent with emphasis in finance accounting or related field.
    • Excellent written & verbal communication skills.
    • Familiarity with computer applications such as MS Outlook, Word, and Excel.
    • Strong quantitative and qualitative analytical skills; strong knowledge of finance and accounting preferred.
    • Highly motivated, committed and responsible, with a demonstrated ability to manage confliction priorities and requests.
    • Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels.
    • Ability to take initiative and function independently balanced with strong teaming skills.
    • Maintain high standards of professional and ethical conduct.
    • Minimum of 1 year recent related work experience.
    • Healthcare background or experience preferred.
    Diversity:
    Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best - put clients first.


    Ref #MD1000
    Investment Banking Analyst
    Baltimore, MD

    Basic Function:
    Responsible for supporting informational and presentation material required in investment banking transactions.

    Responsibilities:
    Assist in the preparation of financial projections to support investment banking engagements, including: financial modeling; comparable company transaction multiple or deal structure analyses to support deal positioning, negotiation and execution. Assist in the preparation of memoranda, presentation materials, and marketing materials. Facilitate research projects that underpin transaction positioning and recommendations to enhance shareholder value. Coordinate and carry out routine operational tasks that arise on a day-to-day basis. Maintain financing source, investor or client databases to create efficiencies in the deal marketing and execution process and other databases used in the deal marketing and execution process. Assist in the identification of "deal-appropriate" investors, participating in the marketing of deals to them. Manage business unit projects that arise from time to time. Refer new business opportunities. Maintain appropriate records to ensure compliance with regulatory requirements. Participate in civic and cultural organizations. The incumbent works under direct supervision of Senior Investment Banking Associates and/or deal team leader. Assists senior bankers involved with client meetings. The position requires some interaction with clients and referral sources-external (prospective customers) and internal (various Bank personnel) contacts to perform responsibilities.

    Basic Qualifications:
    • Bachelor's degree in business (preferably an accounting or finance concentration).
    • Proficiency of spreadsheets, graphing, and presentations with basis knowledge of financial models.
    • Sound knowledge of Windows and PC software programs.
    • Individual must be comfortable working in a fast paced, entrepreneurial environment and be able to handle a high-level of responsibilities.
    • Must possess solid analytical, written and verbal skills as well as demonstrated ability to work in a team-oriented environment.
    • Excellent oral and written communication and presentation skills.
    • Ability to work under critical time constraints.
    • Self-motivated, well-organized individual.
    • Strong interpersonal skills with ability to interact with all levels of personnel.

    Ideal Qualifications
    Series 7 licensure


    Ref #NY7041
    Investment Banking Analyst
    New York, NY

    Description
    Analysts who join the Investment Banking Analyst Program at our firm are provided with a broad-based investment banking experience. After an intensive training program, Analysts will join either a product team (Mergers and Acquisitions, Equity Capital Markets, Financial Sponsors, Leveraged Finance and Restructuring, Private Equity Funds) or an industry sector team (Healthcare, Telecom/Media/Technology, Global Industrials, Consumer Products/Retail, Energy, Utilities, Financial Institutions, Latin America or Real Estate).

    Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-boarder. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing).

    Analysts are asked to assume an integral role in the execution of many of the firm's transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients.

    The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate - without having to attend business school.

    Requirements
    The Firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry. For this particular position in the Media and Telecommunications Group we are interested in candidates who have already gained Analyst experience at another bank or have worked in another industry but have gained transferable skills.

    Degree: Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment.

    Our Offering
    We can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

    It Starts With You
    We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply to this position. It starts with you.


    Ref #NY7040
    Analyst, Financial Reporting
    New York, NY

    Department Overview
    With a distinctive business model, the Firm provides large corporate, government and institutional clients with a comprehensive set of solutions for their strategic advisory, financing and risk management needs. The Firm has offices around the world, employs 20,000 people and has the global reach, advisory services and distribution power to meet the needs of issuers and investors worldwide.

    Main Function
    The function of Legal Entity Controllers/Financial control Group is to insure the integrity of the balance sheet for the various businesses i.e. Fixed Income, Equity Financing, Whole Loan/Syndication, Money market and Futures activities among many others. Management of the monthly close of the general ledger and to ensure that all procedures/processes have been completed for timely reporting to head office. Prepare audited Financial Statements as required. Liaise daily/at month end with PCG, Regulatory Reporting, Trade Support, Financial Reporting, and various operational groups to discuss substantive issues that affect US product reporting. Communicate FCG's requirements for any new system replacement/enhancement or for the support of any new products and participate in all testing/conversion activities. Incorporated in the function are the Financial Reporting requirements for specific legal entities or Branches of the Firm.

    Main Duties
    Month end balance sheet closing
    Month end and quarterly reporting for head office
    Ensure general ledger balance sheet integrity
    Prepare month end account reconciliations
    Account analysis for Account Ownership process
    Manage Reg U activities in the NYBR, mainly Prime services in nature
    Provide financial information to group to support footnote disclosures
    Reconcile Intercompany balances to ensure all breaks are identified and explained
    Account analysis for financial statement disclosure process
    Support regulatory in filing weekly Call report (2069) and 2900 report to the Fed
    Financial statement analysis
    Record parent and subsidiary transactions
    Provide information for regulatory and tax reporting
    Prepare or assist in FRY 7, 9 and 11 reporting
    Ad hoc projects (system enhancements, upgrades testing, system implementation, etc.)

    Person Requirements
    Essential:
    • BA or BS in Accounting
    • Financial Services Industry (non insurance, funds)
    • Good PC skills, Good analytical/problem solving skills, good interpersonal skills
    Preferred:
    • CPA
    • Public Accounting background
    • Capital markets/Some product experience, some equities, prime services knowledge. Systems ADP, GBS, or FISS a plus


    Ref #PA1001
    King of Prussia, PA
    Research Analyst - Hedge Fund of Funds

    Job Description
    A large well-recognized investment firm seeks a Fund of Hedge Funds Research Analyst due to growth! This person will be responsible for identification and evaluation of investment opportunities, including identifying hedge fund managers around the world, participating in on-site due diligence meetings to evaluate a hedge fund's investment edge, its process and risk management capabilities; conducting research on hedge fund strategies and performing quantitative analysis. This person will also work with the long/short equity team to prepare investment analysis and support the negotiation of investment terms and capacity with hedge fund managers. Other duties include investment monitoring (including identifying market factors that will impact expected returns and profitability), participating in the quarterly and annual review process of underlying investments, and maintaining proper investment records in the investment database.

    Great growth potential and top notch culture are here! A Bachelor's degree is required. Candidates MUST have worked for a hedge fund or hedge fund of funds in capacity doing deal research and doing front-office investment analysis and identification. An ideal range of experience is 2-3 years out of alternative investments and capital markets. Candidates must not have more than 5 years of total work experience.


    Ref #DC1000
    Investment Analyst
    Washington, DC

    The Firm is a fund-of-funds that invests in top-tier venture capital and growth equity partnerships on behalf of individuals, foundations and endowments. it currently has over $250 million under management in its first two funds, and is in the final stages of fundraising for its third $150m fund.

    Requirements
    • This is a pre-MBA position for applicants with 2-3 years of full-time work experience. Applicants not meeting these criteria will not be considered
    • Previous experience in investment management and/or financial services strongly preferred
    • Proficiency in Word and PowerPoint required
    • Extensive Excel experience required; knowledge of macros a plus
    • Proficiency in financial and quantitative analysis; CPA a plus
    • Strong written and oral communication skills
    • Self-starter able to work in a small office environment with little supervision
    • Minimum two-year commitment
    Responsibilities
    • Prepare quarterly performance reports and other assorted investor correspondence
    • Manage day-to-day operations of the fund, including accounting, treasury, risk management and other duties as required
    • Conduct due diligence on prospective investment opportunities
    • Monitor and analyze performance of current portfolio companies
    • Prepare marketing materials and assist in fundraising
    This position provides valuable exposure to the venture capital/private equity industry. Additionally as a result of the firms' small size, analysts take on significant responsibility and have the opportunity to contribute to the growth and development of the firm. Applicants must be energetic self-starters interested in working in a small office environment. Analysts are expected to contribute to all aspects of the business, from research and analysis to administrative and back office duties. Position is an excellent springboard for a career in financial services and/or business school.


    Ref #NY7039
    Equity Research Analyst
    New York, NY

    Equity Research Analyst (NYC) Source, analyze and structure (invest in) public & private equity investment opportunities in financial, business & IT services in Emerging Markets (India, China and Brazil).

    Requirements
    Master of Business Administration or Finance or equivalent & 2 years experience of above duties.


    Ref #CA1011
    Investment Banking Analyst - Corporate Finance
    San Francisco, CA

    Our Firm is a global-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. We have offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich.

    Responsibilities
    • Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching industries or sectors as determined by senior bankers in targeting certain clients or industries.
    • Assist in active equity and merger and acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
    • Travel to client meetings, drafting sessions, road show stops and due diligence as necessary.
    • Participate in any other requests from senior bankers or clients.
    Qualifications
    • Bachelor's degree required, business or economics degree preferred
    • Internship or prior work experience in financial services industry preferred
    • Proven track record in university studies required
    • Series 7 and 63 license required within 90 days of hire
    • Detail oriented with strong analytical abilities
    • Excellent mathematical, writing, verbal and computer skills
    • Ability to adapt new tasks with little notice
    • Ability to manage expectations of senior bankers while working on projects simultaneously
    • General understanding of accounting and finance
    • Committed to satisfying internal and external customers


    Ref #NY7038
    Research Analyst - Airlines and Transportation
    New York, NY

    Department Overview
    With a distinctive business model, the Firm provides large corporate, government and institutional clients with a comprehensive set of solutions for their strategic advisory, financing and risk management needs. The Firm has offices around the world, employs 20,000 people and has the global reach, advisory services and distribution power to meet the needs of issuers and investors worldwide.

    Main Function
    In this role, you will have the opportunity to analyze industry macro trends and company financials under the direction of the Airlines and Transportation Senior analyst. You will build and maintain financial modelsand industry databases insuring correct and up-to-date information for research reports that are distributed to internal/external clients. You will also review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies followed by the Senior analyst. You will be responsible for writing and publishing research reports as well as communicating recommendations to sales, trading and clients. In addition, you will help develop marketing materials for clients, meet with management teams of companies and attend industry conferences where appropriate.

    Person Requirements
    Strong academic background; BA + 2-3+ years related research experience. Strong analytical and problem solving skills. Excellent written and verbal communication skills. Solid experience in business modeling and financial statement analysis. Ability to multi-task with strong attention to detail. Demonstrated ability to work in a time sensitive environment. Ability to work effectively in a team environment. Strong interest in the subject matter. Resourcefulness, entrepreneurial spirit and proven leadership qualities. Strong PC literacy and demonstrated aptitude to learn quickly.


    Ref #IL1006
    Investment Banking Analyst
    Chicago, IL

    Our Firm incorporates a world-wide vision that has proven successful in every market pursued. Expertise and an entrepreneurial spirit are important factors to our success. Our Firm operates globally utilizing advisory, wholesale structuring, broking, underwriting andinvestment banking funds management capabilities. Working with some of the best in the business, you will be involved in all facets of transactions that will be both challenging and rewarding. We are currently seeking a talented Analyst for the Financial Institutions Group (FIG) within their Chicago Office.

    The ideal candidate will:
    • Have a BS in Finance/Economics or related field from a top University
    • Have experience as a 1st year Analyst in one of the following areas: Investment Banking, Insurance, or Actuarial Sciences (a strong relevant internship may be considered)
    • Excellent written and oral communication abilities and the ability to work with those at all levels while employing a strong attention to detail
    • Able to work in fast-paced environment while effectively multi-tasking will be of utmost importance
    • Local candidates preferred


    Ref #NY7037
    Java Developer - Investment Banking IT
    New York, NY

    Department Overview
    This position is a Developer position for the Information Technology Division's Investment Banking Technology (IBT) team. The IBT team is responsible for developing, maintaining, and supporting the eBanker application suite used by the Investment Banking Division (IBD). These applications cover a range of concepts within the banking community, including revenue tracking, expense management, resource planning, document management, contact management, and management reporting. The team works closely with business strategy team to design, build, test, and deploy solutions to increase the productivity of the banking community.

    The position entails working on a team of 5 -7 developers to build screens, reports, and batch jobs for a web-based ERP application in a Sybase/J2EE environment.

    Main Function
    • Develop effective software solutions to the requirements of the IBD business within our eBanker technology platform.
    • Adhere to strong technical standards and best practices, and be familiar with performance optimization techniques. Operate comfortably in each tier of the application (database, infrastructure, middleware, presentation layer).
    • Balance support and development responsibilities, and be comfortable working within a structured software development & release cycle. Work with IBT project managers and business analyst team to interpret functional requirements, provide work estimates, respond promptly to UAT issues, and escalate development roadblocks appropriately.
    Person Requirements
    • 1-4 years of professional experience, preferably in a financial services or consulting environment (Wall St. experience a plus).
    • 1-2 years of experience with ETL Tool Informatica.
    • Proficiency with Java and experience with web-based J2EE development, including UI/presentation layer design. Experience with BEA Weblogic and familiarity with a Struts-like architecture a strong plus.
    • Proficiency with SQL (relational database concepts, stored procedure development, building reporting queries), including ability to identify performance problems proactively and apply appropriate tuning. Comfortable understanding and working with data within a large (1000+ tables, 3000+ stored procedures) database.


    Ref #FL1000
    Investment Banking Associate/Analyst
    West Palm Beach, FL

    About the Firm
    The Firm is a boutique investment bank headquartered in West Palm Beach, Florida. The company is dedicated to providing financial advisory and capital raising services to emerging growth and middle market companies with particular emphasis on the energy, healthcare, technology and business services industries. Our partners have extensive and varied transactional experience having executed more than 80 M&A of financing transactions over a period of 23 years representing more than $25 billion in aggregate value.

    Job Description
    Investment banking analysts and associates have significant interaction with clients and senior bankers and will immediately assume a great deal of responsibility. Our analysts and associates work in small deal teams and are involved in every aspect of each transaction, including financial analysis, due diligence, writing information memorandums, developing management presentations and participating in client meetings. We are looking for candidates that can hit the ground running and immediately begin contributing to active deals.

    Qualifications
    • At least one year of pre-MBA investment banking experience (Analysts) or at least one year post-MBA investment banking experience and/or 3-4 years of pre-MBA investment banking experience (Associates)
    • Strong academic background in business, finance, accounting or economics
    • very strong computer skills (Microsoft Excel, Word and PowerPoint, etc.)
    • A keen understanding of financial statement analysis and company valuation techniques
    • Excellent analytical and research skills (such as Capital IQ and/or Thomson Financial) and a particular attention to detail
    • Outstanding written and oral communications skills, self-motivation and a willingness to work with a small team in a very fast paced, demanding environment


    Ref #NY7036 & CA1010
    New York, NY & San Francisco, CA
    Financial Analyst

    About the Firm
    Our Firm is seeking a financial analyst to immediately join its corporate Finance team in the New York office and also one to join the San Francisco office. We are a national investment banking and financial advisory firm focused exclusively on the health care industry. With over 55 bankers and traders, we have one of the largest investment banking teams dedicated to the health care industry.

    The Financial analyst will work in small, focused deal teams for various deals and projects including mergers & acquisitions, private placements, fairness opinions, valuations, and bankruptcy/restructurings. Accordingly, team work is essential. It is key to be able to work well with your colleagues of analysts, associates, vice presidents and managing directors, as you will be spending a lot of time together creating and executing deals. Small deal teams and robust pipeline ensure excellent opportunity for junior bankers to assume significant deal execution responsibilities and to experience direct senior-level client exposure.

    Candidates should have one to two years of relevant experience.
    Duties include but are not limited to:
    • Draft offering memoranda, prepare internal committee memoranda, and create management and board presentations
    • Prepare comprehensive valuations of private and public companies including discounted cash flow, comparable company, precedent transactions, return on invested capital, and merger consequence analyses
    • Maintain proprietary databases used in research and corporate valuation functions
    • Research industry news for current financial trends as well as for weekly firm newsletter
    • Provide overall transaction team support
    • Help manage relationships with other professional firms and trade groups
    Successful candidates will have a strong work ethic, ability to meet strict deadlines and work as part of an integrated team. Should be a detail-oriented self-starter accustomed to a fast-paced work environment. Financial Analysts will be expected to contribute productively from the start of the position. Excellent potential to move up within the company to as Associated position and beyond for exceptional analysts.

    Requirements
    • One or two years of relevant experience in investment banking, accounting, private equity, corporate development, finance and/or consulting
    • Strong educational background with a Bachelors degree and a minimum 3.5 cumulative GPA
    • Proficient with Microsoft office including Excel, Power Point, and Word
    • Excellent analytical skills, including firm understanding of valuation and accounting fundamentals
    • Strong work ethic and outstanding organizational and interpersonal skills
    • Excellent oral and written communication skills
    • Great team player with professional maturity
    • Interested in gaining domain expertise in the health care industry
    • Must be willing to travel when necessary
    • Series 7 license preferred but not required


    Ref #NY7035
    Private Equity Information Specialist
    New York, NY

    General Description
    The Private Equity Information Specialist will collect, catalog and monitor news, legal developments, firm expertise and transaction information and documents related to the private equity practice group through databases, web pages, document templates, samples, models and other systems developed as part of the firm's knowledge management initiative.

    Responsibilities
    • Solicits and obtains information required to keep practice group databases up-to-date, inputs the data, and responds to attorney requests for ad hoc searches and reports.
    • Develops and maintains precedents, model documents and forms.
    • Posts and updates practice group content on the firm's intranet and wiki.
    • Monitors and tracks developments using internal and external data sources
    • Performs other related duties as assigned

    Required Qualifications/Skills
    • Bachelor degree required. Masters in Library Science (MLS) preferred
    • One to three years of professional experience in a corporate information services environment required, law firm/financial services environment
    • Working knowledge of Microsoft Office (Excel, PowerPoint, Word)
    • Excellent organizational, interpersonal, communication, writing, and problem solving skills
    • Ability to work under pressure, prioritize multiple tasks and meet deadlines
    • Must be able to work overtime as needed
    • Ability to work well independently and also within a team environment
    • Confidence and ability to interact with attorneys at all levels
    • Willingness to accept a wide variety of tasks, ranging from clerical to intellectually demanding

    Preferred Qualifications
    • General knowledge of business and financial markets; familiarity with Private Equity a plus
    • Familiarity with Thomson, Bloomberg and other financial databases
    • Experience creating and managing websites, ability to use web development and web content publishing tools

    Company Information:
    The Firm is a leading U.S. and international law firm that is widely recognized for its expertise in finance and mergers and acquisitions and for its tax, regulatory and litigation practice. The firm represents corporations, banks and other financial institutions engaged in domestic and international business. The firm also represents sovereign governments and international organizations, as well as individuals, trusts and nonprofit institutions. With more than 50 years of experience in the practice of law in the United States, the firm has also established a compelling presence in the global marketplace. The firm now has twelve offices located in New York, Washington, Pairs, Brussels, London, Rome, Hong Kong, Beijing, Milan, Moscow, Frankfurt and Cologne. Drawing on the skill and knowledge of over 950 lawyers, the firm has developed a fully integrated international practice that is able to handle the most complex and important assignments for its clients anywhere in the world.


    Ref #IL1005
    Research Associate - Technology - Equity Research
    Chicago, IL

    We are a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interest first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. We have offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich.

    Responsibilities
    • Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis, and prepare internal and external written reports, notes and other documents to communicate investment ideas, research, news events and opinions regarding security analysis.
    • Make field trips, interview company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities.
    • Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups.
    • Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity.
    • Participate in other projects as requested by management.

    Qualifications
    • Bachelor's degree required with concentration in Finance or Accounting preferred
    • Minimum of two-three years related work experience
    • CFA and/or CPA designation preferred
    • Strong conceptual and critical thinking skills
    • Strong accounting and financial statement analysis skills
    • capable of building computer generated financial models
    • Delivers clear, effective verbal and written communication and takes responsibility for understanding others
    • Proficient in Internet searches and Microsoft Office products
    • Practical and capable of simplifying and summarizing complex information
    • Commits to satisfying internal and external customers
    • series 7, 63, 86, and 87 must be obtained within first 90 days


    Ref #IL1004
    Research Associate - Business Services - Equity Research
    Chicago, IL

    We are a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interest first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. We have offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich.

    Responsibilities: We are looking for a Chicago based Research Associate to join our Business Services team supporting our Sell Side Education/ Real Estate Analyst.
    • Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis, and prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis.
    • Make field trips, interview company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities
    • Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups
    • Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity
    • Participate in Other projects as requested by management

    Qualifications
    • Bachelor's degree required with concentration in Finance or Accounting preferred
    • Minimum of two-three years related work experience
    • CFA and/or CPA designation preferred
    • Strong analytical, forecasting, and financial modeling skills
    • Strong conceptual and critical thinking skills
    • Must be ambitious, hard working, and maintain a high level of intellectual curiosity
    • Must be able to work independently and in a team environment
    • Delivers clear, effective verbal and written communication and takes responsibility for understanding others
    • Proficient in Internet searches and Microsoft Office products
    • Practical and capable of simplifying and summarizing complex information
    • Commits satisfying internal and external customers
    • Series 7, 63, 86, and 87 must be obtained within first 90 days


    Ref #NY7034
    Private Equity Analyst
    New York, NY

    Job Description
    The Private Equity Analyst will work in an internal strategy capacity and provide market analysis, fundraising analysis, research date and portfolio company strategic data to the transaction team. The Analysts work on special projects and job responsibilities vary in conjunction with the firm's need.

    Responsibilities
    • Assist with industry research, investment trends, vendor agreement negotiations and market development
    • Assist with fund raising efforts, portfolio company improvement and deal generation
    • Analyze various data information, portfolio valuation, cash flow and deal statistics
    • Conduct research on special projects for senior executives of the firm
    Requirements
    • Two years in a top tier strategy consulting firm or a Big 4 public accounting firm
    • BS/BA from a top tier university with an excellent undergraduate record
    • Excellent communication, analytical and written skills


    Ref #NY7034
    Investment Banking Analyst - Industrial Growth and Financial Sponsors Group
    New York, NY

    Description

    The Industrial Growth and Financial Sponsors Investment Banking Group is looking for candidates for an Investment Banking Analyst professionals to join our team in our New York, NY office. The investment banking analyst program is a rigorous two-to-three year program for exceptionally qualified individuals. Our analysts work closely with senior bankers to make a real impact on our clients' businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, private placements, mergers and acquisitions, leveraged buyouts and strategic advisory work.

    Candidate for this position should have:
    • approximately 1 year of post-undergraduate, investment banking experience
    • excellent analytical/modeling skills
    • strong communication skills
    • demonstrated leadership, teamwork and organizational skills
    • and outstanding academic achievement
    Job Requirements will include:
    • Create financial models
    • Conduct financial valuations
    • Create and maintain industry specific business development books
    • Conduct industry and company specific research
    • Interact with clients and senior bankers
    The environment is collaborative, demanding, fast paced and entrepreneurial.


    Ref #VT1000
    Equity Research Analyst
    Burlington, VT

    One of Vermont's leading investment firms is expanding its equity research team. We are looking for an individual with the perspective, temperament, and analytical ability that leads superior investment selections. Position calls for creative, individual research coupled with the ability to engage in incisive debate with other analysts. Competitive starting salary, excellent benefits.


    Ref #NY7033
    Real Estate Investment Banking Analyst
    New York, NY

    A prestigious multi-strategy Hedge Fund based NYC is seeking an Analyst with a strong background in commercial real estate to join their buyside team. The Analyst will have direct involvement in analyzing trading ideas for distressed structured finance investments and implementing strategies. Applicants must have a bachelors degree (No MBA of MS degrees) in finance or a quantitative discipline from a top school and must have completed a formal training program with a major investment bank. Candidate must have strong cash flow modeling skills and some experience with statistical packages such as SAS, MatLab, S+ or R. Basic skills in C++ and/or VBA are preferred. Must have strong problem-solving skills and the ability to multi-task in a challenging, team-oriented environment. The company offers an attractive compensation and benefits package, as well as the opportunity for career growth.


    Ref #NY7032
    Analyst-Investment Banking Technology
    New York, NY

    Department Overview
    This position is a Developer position for the Information Technology Division’s
    Investment Banking
    Technology (IBT) team. The IBT team is responsible for developing, maintaining, and supporting the eBanker application suite used by Firm's Investment Banking Division (IBD). These applications cover a range of concepts within the banking community, including revenue tracking, expense management, resource planning, document management, contact management, and management reporting. The team works closely with the business strategy team to design, build, test, and deploy solutions to increase the productivity of the banking community.

    The position entails working on a team of 5-7 developers to build screens, reports, and batch jobs for a web-based ERP application in a Sybase/J2EE environment.

    Main Function
    • Develop effective software solutions to the requirements of the IBD business within our eBankers technology platform.
    • Adhere to strong technical standards and best practices, and be familiar with performance optimization techniques. Operate comfortably in each tier of the application (database, infrastructure, middleware, presentation layer).
    • Balance support and development responsibilities, and be comfortable working within a structured software development & release cycle. Work with IBT project managers and business analyst team to interpret functional requirements, provide work estimates, respond promptly to UAT issues, and escalate development roadblocks appropriately.

    Person Requirements
    • 1-4 years of professional experience, preferably in a financial services or consulting environment (Wall St. experience a plus)
    • 1-2 years of experience with ETL Tool Informatica.
    • Proficiency with Java and experience with web-based J2EE development, including UI/presentation layer design. Experience with BEA Weblogic and familiarity with a Struts-like architecture a strong plus.
    • Proficiency with XML/XSL/CSS technology and also hands on experience in Javascript & Ajax. Working knowledge of ExtJs, JQuery, JSON would be strong plus.
    • Proficiency with SQL (relational database concepts, stored procedure development, building reporting queries), including ability to identify performance problems proactively and apply appropriate tuning. Comfortable understanding and working with data within a large (1000+ tables, 3000+ stored procedures) database.

    Ref #MN1000
    Equity Research Analyst-Consumer
    Minneapolis, MN

    We are currently seeking an Equity Research Analyst to join our team in the Consumer - Broadline Retail and Consumer Products sector in Minneapolis, MN. Responsibilities include the following: Work in partnership with their senior analyst to conduct extensive company and industry research, create financial models and valuation analyses, and write company reports, industry reports and investment recommendations. The Analyst will meet with company management teams and interview company customers, suppliers and competitors. Make company visits and attend trade shows and industry conferences.

    As Analysts develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors, venture capitalists and private and public companies.

    The Analyst position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently. Strong candidates will have an intense interest in the stock market and demonstrated record of professional, academic and personal achievement. They will also have outstanding interpersonal and written communication skills, outstanding quantitative and organizational skills, and a strong competitive spirit balanced by a proven ability to work as part of a team. Bachelor's degree in Accounting or Finance required, MBA preferred.


    Ref #US2418
    Investment Banker
    United States

    Investment Banking
    As an Analyst in Investment Banking, you will spend two years working with top-tier professionals at the heart of a leading global investment bank. With the support of a world-class training program, hands-on learning opportunities, mentoring and feedback, and numerous development opportunities, you will gain a strong career foundation in financial services. Our Analysts are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities.

    The Magnitude of an Analyst's Job
    As a member of a team, you will have day-to-day contact with senior professionals, clients and the firm's Capital Markets teams. You will gain exposure to other groups through networking and group learning activities.

    You will join us in one of these three areas: industry groups, capital markets or advisory products. No matter what team you're part of, you can expect exposure to senior clients and major deals from very early in your career. You will play a key role as an Analyst. Our client solutions and advice are drawn from the data you analyze, and their success relies entirely on the integrity of the underlying analysis. That's why we ask much more of you than simply running numbers; we expect you to read the numbers, to understand the story they tell, to identify trends and patterns, and to speak up if you see a better way. You need to be able to deconstruct and reconstruct the numbers and understand how they all fit together. You are the team's lynchpin.

    Responsibility from the Start
    Your Responsibilities may include, but not limited to:
    • Performing financial valuation, discounted cash flow and multiples-based analyses
    • Building and using financial models
    • Preparing presentation materials and participating in deal pitches
    • Conducting industry and product research
    • Executing client transactions from start to closing

    Help is here
    If that sounds a little overwhelming, remember that we will give you all the tools and training you need to succeed. One of the things that differentiates us from our competitors is our commitment to your success. We start by assigning you a mentor to help guide you through the decision-making process once you receive an offer. Once you join the firm, you're also provided with peer and senior mentors. They will take an interest in you, your career and your progress, and respond candidly to any of your questions or concerns.

    Training & Development
    Our global training program is widely accepted as the best in the business, and it is one of the reasons so many top undergraduates choose to join our firm. Learning side by side with participants from our international offices, you will meet peers from around the world and build your global network right from day one.

    As a full-time Investment Banking Analyst, you will participate in an intensive seven-week training program that introduces you to our clients, products, services and business practices. Our own professionals, world-class professors and consultants use a variety of interactive learning formats including case studies, product and industry group presentations and hands-on modeling sessions.

    Training is interdisciplinary, and you will learn about the firm's strategy and culture, as well as about the broader Investment Bank. Specific segments of the program focus on core skills such as financial modeling, valuation analytics, equity capital markets, debt capital markets, accounting, and risk analysis. For Analysts who want more practice, there are even optional Saturday review sessions. You will also develop an appreciation for the firm's culture and its strategy as a result of numerous interactions with senior executives during training.

    Your education will continue long past the Investment Banking training program in a continuum of relevant and continual development courses.

    After the Program
    The Analyst program lasts two years, with continuous training and networking opportunities throughout. If you perform well, you may assume increasing responsibilities and may be asked to stay for a third year. During your third year, you may remain with your current business group or pursue another placement inside or outside Investment Banking. Eligible third-year Analysts promoted to Associates are given a month-long sabbatical before they start their new positions.

    What we look for
    The work is fast-paced, demanding and intellectually stimulating. We look for candidates with excellent quantitative, analytical and communication skills. You must have the ability to work well under pressure and tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. You should also be adaptable, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team. A well-rounded academic background with coursework in finance or economics is recommended, but we are open to all majors and have training to make sure you succeed. Candidates must demonstrate academic strength, a minimum GPA of 3.2, strong teamwork, communication skills and a high energy level.

    An aptitude for numbers is a must, even if you're a liberal arts major. If you don't have a strong financial or business background, be sure you can tell your story: be able to demonstrate your quantitative aptitude both scholastically and practically (former jobs, for example), and be ready to articulate how your background will enhance your career at our firm.


    Ref #GA1000
    Real Estate Analyst
    Atlanta, GA

    At our firm, we work with excellence in many areas of financial advisory and investment banking services, from M&A to valuation. The best part? The way we bring our unique insight to all of them. Our professionals bring practical experience, responsiveness and a collaborative approach to satisfy our clients' needs with the rigor and independence that the market demands.

    We are one of the world's leading independent financial advisory firms. Our growing global presence attracts independent professionals who think outside the continent, while our entrepreneurial approach ensures each new mind makes a difference. What unites us? It's more than a job- it's an outlook.

    If you're looking for a welcoming, diverse atmosphere, as well as the tools and support to foster your career, look to us. We offer it all, plus the benefits and competitive compensation you expect as a professional. Bring your talent and motivation, and we'll provide you the means for success.

    Analysts in the Real Estate Services Practice provide clients with research and valuation analysis to determine the value of their real estate assets. We support a wide range of client interests, from financing and purchase price allocations (merger & acquisition support), to financial reporting and due diligence. This spans a wide spectrum of institutional property types including high-rise office buildings, sports stadiums and arenas, apartment and condominium developments, regional malls, industrial parks, golf courses and destination resorts.

    Responsibilities:
    • Performing in-depth industry, market and competitor research
    • Performing local, national and international real estate market analysis on a wide range of public and private entities using all accepted and relevant approaches and theory
    • Designing financial models for discounted cash flow (Argus and MS Excel), Comparable Property Sales Models and Construction Cost Models
    • Independently gathering data pertinent to the engagement through direct client interaction, including personal & telephone interviews with Brokers and Property Managers
    • Reviewing industry surveys and benchmarks, economic and demographic trends
    • Assisting with preparing and presenting the results of our analysis in a clear and concise manner

    Requirements:
    • Bachelor of Science/Business Administration in Finance, Accounting, Economics, Management (with a concentration in Finance or Real Estate), MS in Finance, MS in Real Estate or MBA from an accredited college or university
    • Graduation date between May 2009 and May 2010
    • Previous experience or educational background in real estate industryMinimum GPA of 3.2
    • Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills
    • Ability to master new tasks quickly
    • Demonstrated leadership experience and strong personal integrity
    • Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment
    • Demonstrated commitment to obtaining outstanding results


    Ref #NY7031
    Restructuring Analyst/Junior Associate
    New York, NY

    At our firm, we work with excellence in many areas of financial advisory and investment banking services, from M&A to valuation. The best part? The way we bring our unique insight to all of them. Our professionals bring practical experience, responsiveness and a collaborative approach to satisfy our clients' needs with the rigor and independences that the market demands.

    We are one of the world's leading independent financial advisory firms. Our growing global presence attracts independent professionals who think outside the continent, while our entrepreneurial approach ensures each new mind makes a difference. What unites us? It's more than a job- it's an outlook.

    If you're looking for a welcoming, diverse atmosphere, as well as the tools and support to foster your career, look to us. We offer it all, plus the benefits and competitive compensation you expect as a professional. Bring your talent and motivation, and we'll provide you the means for success.

    Our restructuring professionals thrive on successfully structuring and negotiating complex distressed transactions. We are currently looking for an experienced Analyst or junior Associate to add to our Financial Restructuring Group.

    Responsibilities:
    • Assist companies in financial distress including pre-crisis situations, out-of-court workouts, and Chapter 11 reorganizations
    • Prepares or analyze cash flow forecasts, business plans and financial models
    • Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
    • Apply business, economics, finance, accounting and analytical skills to various client situations and practice disciplines
    • Assist with liquidations and valuation analysis
    • Valuation analysis and financial modeling for potential sale or merger
    • Prepare complex cash flow projections to model business processes or actual or hypothetical transactions
    • Preparation of and participation in management presentation and new business presentations
    • Industry and business research
    • Significant client interaction at multiple levels

    Requirements:
    • Minimum of 1 year restructuring/bankruptcy experience from an operational restructuring boutique and/or restructuring investment bank
    • Bachelor's degree in Finance, Accounting or Economics or an MBA
    • Strong knowledge of corporate finance and expertise within the field of restructuring
    • Highly motivated with the ability to work a demanding schedule in an entrepreneurial environment
    • Superior interpersonal, communication, marketing, sales and organizational skills
    • Excellent research abilities including familiarity with Bloomberg, Capital IQ etc


    Ref #MA1001
    Investment Banking Analyst
    Waltham, MA

    Firm is seeking an entry-level investment banking analyst. The analyst will work with senior professionals in a marketing and execution capacity, using analytical, communication and research skills.

    Responsibilities
    • Create financial models and perform valuation analyses
    • Perform industry analyses and uncover industry trends
    • Help develop and prepare client presentations
    • Draft offering documents
    • Independently contact prospective clients as part of an initial screening process
    • Interact with clients as a sole representative of the firm

    Requirements
    • Superior academic performance
    • Well-developed verbal and written communication skills
    • Demonstrable experience with Microsoft Office Suite, especially Excel and PowerPoint
    • Ability to work within a small, un-bureaucratic organization where flexibility and initiative are standards
    • Desire to work in an entrepreneurial environment where learning and skills development are accomplished on the job (not in a training program) with experiences investment banking professionals

    Qualities of a Candidate

    Work Ethic
    Dedication to task and ownership of projects is an important element of success at our firm. We seek people who are focused and productive in responsibilities that have measurable outcomes>

    Desire to Learn and Implement
    Candidates who have a desire to intensely learn the investment banking business from seasoned professionals and enjoy combining what they have learned with their intellect to create superior services for clients.

    Detail-orientation
    Investment banking firms market their ideas and advice to their clients and require the information they present to be accurate and inclusive. Candidates must embrace a "zero fault tolerance" attitude to their work.

    Healthy Body, Healthy Mind
    Having outside interests that we are passionate about is a founding principle for our firm. We embrace candidates that have diversity in their activities outside the workplace.

    Communication
    Candidates will be key members of small, high-performing project teams that require members to have strong communication skills appropriate for both teammates and clients. Must enjoy interacting and have a confident and professional presence with clients in all settings (marketing, engagements and social).


    Ref #NY7030
    Analyst/Associate - Real Estate Investment Banking
    New York, NY

    A global, full-service real estate investment banking firm providing world-class investment sales, debt and equity capitalization and advisory services nationally, is currently seeking an associate/analyst level professional to join our New York office.

    • Ideal candidates will have a minimum of 2 years experience in real estate financial analyst and modeling and be proficient in the use of Argus and Microsoft Excel.
    • Candidates should have a strong analytical background and be able to analyze historical financial statements, operating budgets, leases and related documents.
    • Superior written skills are also extremely important.
    • Responsibilities generally include gathering and evaluating real estate market data, assisting in the preparation of investment sales and debt/equity capitalization offering memoranda, reviewing lease documents and other related materials, and assisting in the development of pro forma financial models.
    • Some background with business/offering memorandum writing is preferred.
    • The Candidate would also be responsible for maintaining and updating quarterly market sections for primary markets as well as proprietary transaction databases.
    • Research responsibilities will also include distributing relevant market news on a daily basis.
    • Knowledge of the New York real estate market is a plus.


    Ref# CA1008
    Pre MBA Corporate Finance Analyst
    Los Angeles, CA

    Our client, a well regarded Investment firm, is looking for a corporate finance analyst to join their growing and expanding Corporate team

    Responsibilities include:
    • Assist with corporate earnings and cash flow forecasts; work with finance, accounting and tax teams to improve corporate forecasting model
    • Support outside financing efforets; work with finance team to prepare for and participate in creditor and ratings agency meetings
    • Assist in preparation of Investor Relations filings and other internal/external communication documents, including preparation of financial analysis for the quarterly report and earnings call, to ensure accurate information is delivered in a timely fashion
    • Aid in corporate budgeting/performance improvement initiative
    • Develop model for tracking and analyzing foreign exchange exposures
    • Develop and update comparable company analysis, based on both quantitative and qualitative data points
    • Support efforts to enhance corporate treasury systems and processes

    Qualifications needed:
    • Minimum 3 years of corporate finance, investment or banking experience
    • Experience in building and working with complex financial models
    • Outstanding analytical skills
    • Excellent communication and presentation skills and a proven ability to establish positive relationsships with senior management and across multiple business disciplines
    • Proven ability to grasp new concepts quickly and work with limited direct guidance
    • Exceptional Microsoft Excel skills

    This is a fast paced environment. They are looking to hire as soon as possible. Local candidates are preferred as the client will not pay for relocation and you will need to be available for in preson interviews. Qualified candidates will be contacted directly.


    Ref# US2418
    Investment Banking-Research Analyst

    Description
    The Banking Analyst position was created for individuals who are interested in assuming greater responsibilities and working in a fast-paced environment. A BA's job description ranges from administrative duties to junior analyst -level responsibilities. BA's will work on research projects for their bankers and any additional challenging opportunities they wish to be involved in. Working alongside a group of junior-level bankers allows BA's constant exposure to the 'behind the scenes' perspective of the investment banking industry.

    Required Skills
    Scope of Research Requests: The company has numerous database sources for retrieval of the following data
    • Public Information Books
    • General company and industry information gathering
    • SEC filings, and specific documentation within these filings
    • Research reports-company specific and industry reports
    • News runs
    • Bloomberg information
    • M&A deal specific information and statistics
    • Stock ownership runs
    • Statistical research for companies and industries
    • FACTSET

    Additional Research Opportunities:
    • One page company/sponsor profiles
    • Comparable company analysis (debt and equity)
    • Shareholder analysis
    • Pitch book contribution
    • Management and M&A data rooms
    • Financial Modeling
    • Media related projects (market grids, one page summaries, market analysis)
    • Maintain and organize a buyer's list/log
    • SDC analysis (premium paid and fee analysis)

    Requirements:
    • Ability to handle fluctuating priorities with efficiency and accuracy
    • Ability to be proactive in managing existing priorities and seeking out additional responsibilities
    • Strong communication skills to provide fluidity across working relationships
    • Strong work ethic, enthusiastic attitude, and eager contributor to the team
    • Knowledge of economics, finance or accounting is preferred but not required

    Required Experience:
    • CFA/MBA/CA/BA with about 2-4 years of experience in financial research and analysis
    • Experience in working in financial services and related organizations including brokerage firms, third party research outfits, investment banks, private equity firms, corporate finance firms, etc.
    • Good understanding of reading financial statements, interpreting analyst transcripts and guidance coming from top management of corporations
    • Experience in access and use of public information and proficiency with multiple proprietary third-party tools and databases
    • Heavy quantitative analytical skills and experience
    • Ability to use Excel etc. to build, populate, and maintain financial models
    • Ability to write analytical commentary based on financial analysis and take a stance on buy/hold/sell positions


    Ref# PA1000
    Fund Investment Analyst
    Philadelphia, PA

    About the Job
    To satisfy the needs of our growing client base, our firm is looking to hire additional Analysts to join our Fund Investment Team in Philadelphia. The Fund Investment team annually reviews hundreds of primary fund investment opportunities in search of the best funds and managers in private equity. We cover primary partnership investments across all sub-asset classes including corporate finance/buyout, venture capital, mezzanine, distressed debt, and industry focused funds across all geographic regions.

    Essential Job Functions:
    • The screening and evaluation of new investment opportunities.
    • Work as part of a team to develop investment decisions regarding private equity funds, including performing quantitative analysis on fund managers investment performance; and preparing written investment recommendations for the firms investment committee.
    • Analysis relating to the creation of value-added private equity research reports on such topics as: i) the monitoring of existing investments; ii) general trends in private equity; and iii) specific investment strategies.
    • The position is a two-year commitment, with top performers offered the opportunity for promotion.

    Qualifications:
    • BA/BS required (Economics, Accounting, Business or Finance preferred).
    • Minimum of two-years experience in finance, investment banking, financial consulting, equity research or private equity required.
    • Candidate must have a thorough knowledge of Word and Excel (modeling skills required) and the ability to conduct research.
    • Must have a strong written and oral communications skills.
    • Must be proactive on assignments/projects and demonstrate initiative.
    • Must be able to complete projects on time and accurately and be able to multi-task.
    • Candidate must have a strong work ethic, professional demeanor and appearance.
    • Willingness to work 55+ hour week, some travel required (10%).


    Ref# EU1000
    Investment Banking Analyst
    Europe

    In this two- year program, the firm offers recent college graduates the opportunity to work as Investment Banking analysts. New analysts are placed into sector teams with broad coverage responsibilities for an array of industry sub-sectors. As an analyst, you will provide analytical support on mergers and acquisitions, public offerings and other financial advisory services. Our middle-market focus and small deal team size give analysts the opportunity to work with senior bankers and key management from client companies on a daily basis.

    Separately, analysts may be placed directly into the Financial Sponsors Coverage Team, where they will focus on serving the middle-market private equity community or into the Equity Capital Markets Team where they will focus on developing expertise related to corporate financing alternatives in the equity markets.

    Throughout the program, analysts receive support from all levels of the firm. The program begins with three weeks of extensive training in our Milwaukee office. Ongoing training comes from mentors assigned to each analyst and from senior bankers on deal teams.

    Over time, you will gain a high level of competence and have the opportunity to play an integral part on your respective deal teams. You will assume a broad range of responsibilities including: 
    • Developing company valuations and financial models
    • Developing transaction marketing materials including selling memoranda, roadshow presentations and pitch books
    • Conducting industry and company research and analysis
    • Acting as a point of contact throughout the transaction process
    • Attending client meetings
    • Developing varied industry and transaction expertise, and staying current on industry developments
    • Developing an understanding of the underlying trends that affect the equity capital markets
    • Gaining an understanding of the interests and investment criteria of a number of middle-market private equity firms

    Candidates for the program will posses the following qualifications:
     
    • A strong work ethic, detail orientation and a passion for excellence
    • The ability to excel in both team and self-directed settings
    • A bachelor's degree with a minimum 3.5 GPA
    • A working knowledge of spreadsheet and word processing software programs
    • A willingness to make a two-year commitment to the program

    In addition to the above qualifications, candidates for the European program must possess the following:
    • A minimum degree classification of 2:1
    •  
    • Eligibility to work in the U.K. or European Union

    After the second year in the program, analysts will have developed invaluable skills that afford them a number of career opportunities. Analysts who consistently exceed expectations often get the opportunity to continue on for a third year. At the end of their third year, the highest performing analysts may have the opportunity to be promoted to associate and may be invited to become a Scholar. After completing the typical two-year program, analysts have moved on to a wide variety of opportunities such as business school, positions with private equity firms or roles within clients' organizations that typically are the result of the firms relationships. 

    The  Interview Process
    First round interviews consist of interviews with one to two bankers, generally 20-30 minutes each. The interviews occur either on campus or in one of our offices.

    Second round interviews ("Super Saturday") consist of six interviews with two bankers per interview. Each interview is 20-30 minutes each. The interviews occur in our Chicago and Milwaukee offices. A reception is held with candidates and bankers on the evening prior to the interviews.

    Offers are made shortly after the second round of interviews. 

    Things to Consider Before You Interview
      You should be prepared to discuss the following during your interview:
    • What do you know about the investment banking industry?
    •  
    • Why are you interested in a career in this industry?
    •  
    • What do you know about the firm? Our culture?
    •  
    • What about the firm and culture appeals to you?
    •  
    • Think about your strengths and weaknesses and be able to discuss both. How do your strengths apply to investment banking?
    •  
    • What are your three greatest accomplishments?
    •  
    • Describe a failure. What did you learn from it?
    •  
    • How would your peers describe you? What would they say you could improve about yourself?


    Ref# CO1000
    Senior Analyst
    Colorado Springs, CO

    Colorado-based real estate private equity firm is seeking a Senior Analyst with 2-3 years of Investment Banking or Private Equity experience to support all aspects of its investment activities. Founded in 1998, the firm focuses on agricultural, mining and timber properties located throughout the United States. The firm is seeking a self-motivated and entrepreneurial candidate.

    Senior Analyst Responsibilities Include:
    • Management responsibilities for existing investments
    • Extensive interaction with local operating partners
    • Detailed financial analysis and cash flow modeling for current and new properties
    • Industry research, due diligence and transaction execution for new opportunities
    • Participation in new deal generation and sourcing

    The ideal candidate has the following qualifications:
    • 2-3 years of Investment Banking or Private Equity experience
    • Demonstrated financial analysis and quantitative skills
    • Effective written and verbal communication skills
    • Exceptional work ethic and ability to accomplish objectives with little supervision
    • Strong academic record; GPA of 3.5 or higher
    • Participation in the CFA Program is a plus


    Ref# US2417
    Analyst Program

    Your Opportunity:

    Background
    A financial background is not necessary. Your area or major of concentration is less important to us than your potential. Whether you've distinguished yourself in economics or history, the next phase of your career will be shaped by your energy and vision. We encourage you to apply, provided you share an interest in the financial markets and have demonstrated strong academic performance and professional drive.

    Preparation
    Getting to know us is essential. Our recruitment process is built upon our belief that a candidate's understanding of the firms culture is as important as the skills and talent she or he can bring to the firm.

    Interviews
    Our interview approach allows us to introduce you to many of the professionals with whom you may eventually work, and it enables you to make an informed decision about a career at our firm. Your first interview with us will primarily focus on your past experiences and accomplishments and whether or not you are a fit with the firm. Second round and any subsequent interviews will be more technical in nature and we will continues to assess you compatibility with the firm.

    The Analyst Experience:

    Initiation
    We provide our new analysts with the tools necessary for professional growth and career advancement. As a new analyst, you will learn a great deal about the firm and how we do business. You will gain the skills and knowledge necessary to support our businesses, and you will have unlimited access to the training and guidance to help you prepare for the next level

    Build Your Network
    The analyst experience fosters the opportunity to connect with people who can help guide your career. Here you will build your professional network and interact with colleagues across divisions and regions. We have mentor programs, employee networks, clubs and access to external professional organizations that you can join.

    On the Job
    You will quickly become an integral member of the team with your own responsibilities. Regardless of which area of business you join, you will be working directly with internal and external clients side-by-side with the experts in our firm.

    Ongiong Career Growth:

    Development
    Throughout the analyst years we provide you with ongoing developmental assignments and exposure to multiple disciplines that will supplement your day-to-day responsibilities. The firm has a flat organizational structure, so it's difficult to identify a typical career path. The breadth and depth of our firm provide you with a host of opportunities beyond the analyst position. Our formal mobility process encourages you to explore these opportunities both within and outside of your division and office location.

    Training
    We created our University to help you at each stage of your career. Upon joining the firm you will receive formal training followed by division-specific or department-specific training. You will also receive ongoing training, based on your specific skill needs and interests, to bolster your professional development through learning in the workplace. We develop programs in a variety of innovative and challenging formats to guide you through everything from leading a client presentation for the first time to taking on new management responsibilities.

    Feedback
    Analysts are formally evaluated as part of the firm's annual Performance Review Process, which includes a self assessment as well as input from peers, managers and internal business partners. You will also participate in the Personal Development Planning process. Based on Formal and informal feedback and your individual interests, this process helps you to establish your career goals and identify developmental opportunities within the firm.


    Ref# CA1007
    Investment Banking Analyst
    San Francisco, CA

    Job Description:
    This Investment Banking Analyst Position Features:
    • Working in a dynamic organization
    • Strong Financial Backing
    • Huge growth opportunities

    Incredible position available in a prestigious organization. Financial Services company has an urgent need for an Investment Banking Analyst. They are a dynamic organization with a strong financial backing and offers huge growth opportunities. Responsibilities will include performing financial modeling, market value analysis and data mining and research. Superb communication skills and sharp quantitative analysis skills preferred, Bachelor's Degree in Finance a real plus. Great benefits.


    Ref# NY7028
    Analyst for Mergers & Acquisitions Group
    New York, NY

    Candidates will ideally have one year of M&A experience or have had a summer analyst role in an M&A group and be top-performers in their university academic curricula with a strong interest in principal company and related industry experience. Candidates of all majors will be considered but must have strong demonstrated interests in the financial M&A markets with a strong writing and analytical skills. Excellent competency in Microsoft Word, Excel and PowerPoint is required. 2-3 year minimum commitment with the opportunity for advanced placement for exceptional analysts.

    Responsibilities and Requirements:

    The individual must have a strong work ethic with outstanding organizational and interpersonal skills. Responsibilities include conducting market research, originating potential M&A and leverage buyout candidate transactions, conducting detailed company valuations, conducting industry and company due diligence, preparing investor presentations and writing confidential information memorandums. Candidates will be required to confer with clients and investment bankers to structure and manage mergers & acquisitions and proposed financings in a variety of industries; analyze proposed business transactions; prepare pro forma M&A and LBO financial models; understand valuation methodologies including comparable company, discounted cash flow and precedent acquisition analysis. Excellent interpersonal/communication skills are essential.

    Critical Success Factors:
    • Exceptional analytical, organizational, written and verbal communication skills.
    • Strong interpersonal skills.
    • Successful candidates will have a strong work ethic, ability to meet strict deadlines and work as part of an integrated team.
    • Should be detail-oriented self-started accustomed to a fast-paced work environment; Analysts will be expected to contribute productively from the start of the position.

    About the Firms M&A Group:

    The M&A Advisory Group serves as a financial advisor to growing, middle market businesses across the broad range of industries with a focus on healthcare services, medical technology, telecommunications & media, and outsourced business services. We provide advisory services to private and closely-held public companies with business values typically between $50 million and $500 million. M&A Advisory Group is part of the Banking & Advisory department.

    In addition to serving as advisor to many of America's finest closely held companies, the firm has also managed a series of private equity funds. The 1818 Funds, which target equity and mezzanine debt investors in middle market companies, have invested nearly $2 billion in more than 50 businesses since 1990. This principal investing activity has given us an important perspective as we advise business owners on transactions involving corporate sales, acquisitions and recapitalizations.

    We believe our unique position among Wall Street firms as both an advisor and investor provides several important advantages, including our focus on taking an analytical, "owner-oriented" approach to evaluating shareholder and strategic alternatives for our clients. We understand how financial and private equity investors approach a transaction; therefore, we are better able to anticipate issues of importance to them in their investment process. We have well-established and independent industry relationships with many of the most active acquirers in a number of industries, and we are able to leverage these contacts to review acquisition opportunities on a timely basis.


    Ref# CA1006
    Investment Banking Analyst
    San Francisco, CA

    Client is seeking an entry-mid level investment banking analyst to join the firm. Must have at least 1-3 years of experience as an Investment Banking Analyst. The analyst will work with a senior professionals in a marketing and execution capacity, using analytical, communication and research skills.

    Responsibilities:
    • Create financial models and perform valuation analyses
    • Perform industry analyses and uncover industry trends
    • Help develop and prepare client presentations
    • Draft offering documents
    • Independently contact prospective clients as part of an initial screening process
    • Interact with clients as a sole representative of the firm

    Requirements:
    • Superior academic performance
    • Well-developed verbal and written communication skills
    • Demonstrable experience with Microsoft Office Suite, especially Excel and PowerPoint
    • Extremely sharp quantitative and analytical skills
    • Series 7 certified, Series 63 certified; strongly preferred

    Educations Requirement:
    Bachelor's Degree from Premier University; preferably with a concentration in Finance, Economics or Accounting.


    Ref #P100
    Associate in Financial Advisory Services
    Paris, France

    Financial Advisory Services (FAS):
    The firm is an internationally recognised financial advisory with a reputation for objectivity and integrity. This reputation inspires confidence in those who depend on our services-- business owners, boards of directors, special committees and companies in their interactions with auditors, regulators and other constituencies.
    • Transaction Opinions & Advisory: Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions.
    • Tax & Financial Reporting Valuation: Purchase Price Allocation, Impairment of Assets, Fresh-Start Accounting Valuation, Tax Valuation.
    • Financial Consulting: Business Analytics 7 Transfer Pricing, Derivatives Valuation & Risk Management, Resolution & Financial Expert Opinions, INSOURCE Corporate Development Services TM, Estate and Gift Tax Valuations.
    Job Description: This opportunity is based in the Paris office. The Candidate will primarily be responsible for:
    • Conducting projects (especially during the stage of due diligence and interaction with the client)
    • Guidance and review of work prepared by financial analysts (including financial analysis and complex financial models)
    • Preparation of presentations and reports for clients
    Furthermore, he or she will contribute to the identification and tracking of new business opportunities.

    Qualifications:
    Candidates should have an undergraduate degree or M.B.A from a leading business or engineering school, or other reputable institution (IEP Paris, Dauphine), with 3 to 4 years of experience as an analyst, associate or junior manager in business valuation (or M&A with substantial experience in business valuation) in a leading firm.

    The candidate must possess the following qualities:
    • Strong interest in finance, valuation techniques (knowledge of sophisticated valuation techniques such as option pricing is a plus)
    • Excellent knowledge of Excel (financial modeling)
    • Good knowledge in accounting and statistics
    • Autonomy and organization
    • Leadership and experience in managing junior financial staff
    • Motivation, strong adaptability and stress resistance
    • Fluency in French and English is mandatory


    Ref #F1000
    Associate in Financial Advisory Services
    Frankfurt, Germany

    Financial Advisory Services (FAS):
    The firm is an internationally recognised financial advisory with a reputation for objectivity and integrity. This reputation inspires confidence in those who depend on our services-- business owners, boards of directors, special committees and companies in their interactions with auditors, regulators and other constituencies.
    • Transaction Opinions & Advisory: Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions.
    • Tax & Financial Reporting Valuation: Purchase Price Allocation, Impairment of Assets, Fresh-Start Accounting Valuation, Tax Valuation.
    • Financial Consulting: Business Analytics 7 Transfer Pricing, Derivatives Valuation & Risk Management, Resolution & Financial Expert Opinions, INSOURCE Corporate Development Services TM, Estate and Gift Tax Valuations.

    Job Description:
    Associates in our Financial Advisory Services practice are fully integrated members of engagement teams, which typically comprise at least one managing director, vice president and financial analyst. As an associate, your primary activities will include presenting analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial-statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with clients; assisting with sales and marketing initiatives; and directing the efforts of financial analysts.

    Qualifications:
    Firm offers a collegial and entrepreneurial work environment and, as such, rewards associates with substantial responsibility. The ideal candidate is motivated, creative and outgoing and possesses strong financial analysis skills. Candidates must have a strong knowledge of accounting and applied financial theory, excellent analytical capabilities, verbal and written communications skills. An M.B.A. is required. Addition coursework in accounting and finance is highly desirable.

    We are looking for Candidates who currently have the ability to work in the E.U.

    Bilingualism in German is required; fluency in other European Languages is a plus.



    Ref #WA1000
    Investment Banking Analyst
    Seattle, WA

    About the Firm:

    Founded in 1948, the firm is the world's first and largest specialized financial recruitment service. We specialize in placing experiences professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.

    Job Description:

    Our downtown Seattle client is looking for a financial analyst to join their boutique Investment Bank. The financial analyst will be an integral part of the team that provides M&A and financial advisory to middle market companies. This individual will be responsible for financial analysis and modeling, due diligence, material preparation and research projects. This position will have significant client exposure and will be working directly with the Managing Directors.

    Requirements:

    We are looking for a financial analyst with 1 -3 years of experience in investment banking, financial analysis or management consulting. A degree in finance or accounting is required. The candidate must have excellent analytical skills, financial modeling experience, and communications skills.



    Ref #NY7026
    Investment Banking Analyst
    New York, NY

    About the Company:

    With over 40 years of experience, the company continues to set the standard in the Finance & Accounting Staffing industry with an unwavering commitment to provide our candidates with exceptional service in meeting their employment and career needs. Using our nationwide presence, which includes over 1,000 staffing specialists operating in 45 major markets, it's easy to see how we consistently prove that great people really do equal great results.

    Job Description:

    Our client, a New York City based boutique investment bank specializing in the energy sector, is seeking an experienced Investment Banking Analyst. Applicants ideally would have a background in the energy sector, specifically from financial institutions on the Sell Side or Buy Side. This position requires strong analytical skills and ideally will grow into a highly client-interactive role involving research, presentations to new clients and development of strong client relations. The firm is looking for someone to grow within the company, someone prepared to travel, meet with clients, and close deals.

    Investment Banking Analyst Qualifications:
    • Minimum 2 years of experience in financial services in the energy sector
    • Ideally, you should have experience and knowledge of energy products
    • Strong educational background
    • Solid analytical skills
    • Must have experience working with Energy Accounting, Financial Statements, and Balance Sheets
    • Strong MS Office skills to include Word, Excel, and PowerPoint


    Ref #CA1005
    Financial Advisory Services
    California

    About the Firm:

    The Firm is a leading international financial advisor with an established reputation for objectivity and integrity. Our reputation, coupled with nearly 40 years of leadership in the field of valuation, gives confidence to those who depend on our services-- business owners, boards of directors, special committees and companies in their interactions with auditors, regulators and other constituencies. In 2008, we worked on more than 1,000 financial advisory assignments, and we were ranked the No. 1 M&A fairness opinion advisor by Thomson Reuters. In these times of heightened regulatory oversight, clients can rely on our stability, integrity, technical leadership and global full-service capability in a number of financial advisory services:
    • Transaction Opinions & Advisory: Fairness Opinions, Valuation Opinions, Solvency and other Capital Adequacy Opinions
    • Tax & Financial Reporting Valuation: Purchase Price Allocation, Impairment of Assets, Fresh-Start Accounting Valuation, Tax Valuation
    • Financial Consulting: Business Analytics & Transfer Pricing, Derivatives Valuation & Risk Management, Dispute Resolution & Financial Expert Opinions, Estate and Gift Tax Valuations


    Job Description:

    An experienced associate position is available in FAS’ Dispute Resolution and Financial Expert Opinions practice. Associates in our FAS business play a key role on our engagement teams, which typically comprise at least one managing director, vice president, associate and financial analyst. As an associate in our dispute resolution practice, your primary activities will include assisting with sales and marketing initiatives; constructing and reviewing valuation, lost profits/business damages, and other financial models; performing financial-statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with clients; designing and drafting client deliverables; presenting analyses and conclusions internally to review committees, externally to our clients’ senior management, boards of directors, and retained counsel; and directing the efforts of financial analysts. Qualified candidates will have additional accountability for development of project approach, oversight, methodologies, and analytical frameworks, and have incremental client visibility and responsibilities including business development.


    Qualifications:

    Firm offers an aggressive, entrepreneurial work environment and, as such, rewards associates with substantial responsibility. The ideal candidate is motivated, highly collaborative, creative and outgoing and possesses strong financial analysis skills. Candidates must have a strong knowledge of accounting and applied financial theory, keen analytical capabilities, and excellent verbal and written communications skills. Additional coursework in accounting and finance is highly recommended.

    Candidates must have a minimum of four years of post-M.B.A. finance, accounting or valuation experience, including practical experience in lost profits/business damages analyses. Candidates who have worked in a Big Four environment in valuation/dispute practices or national litigation firm as a manager or higher are preferred. Because this position requires prior relevant work experience, recent MBA graduates may not be qualified.

    An officer level opportunity may be considered for those candidates who have a proven record of sustained business development activities in addition to solid technical and management skills.


    Ref #NY7027 & CA1004
    Financial Analyst
    New York, NY & San Francisco, CA

    Description:
    Firm is seeking a financial analyst to immediately join its Corporate Finance team in the New York office and also one to join the San Francisco office. It is a national investment banking and financial advisory firm focused exclusively on the health care industry. With over 55 bankers and traders, the firm has one of the largest investment banking teams dedicated to the health care industry.

    The Financial Analyst will work in small, focused deal teams for various deals and projects including mergers & acquisitions, private placements, fairness opinions, valuations, and bankruptcy/restructurings. Accordingly, team work is essential. It is key to be able to work well with your colleagues of analysts, associates, vice presidents and managing directors, as you will be spending a lot of time together creating and executing deals. Small deal teams and robust pipeline ensure excellent opportunity for junior bankers to assume significant deal execution responsibilities and to experience direct senior-level client exposure.

    Candidates should have one to two years of relevant experience. The duties include but are not limited to the following:
    • Draft offering memoranda, prepare internal committee memoranda, and create management and board presentations.
    • Prepare comprehensive valuations of private and public companies including discounted cash flow, comparable company, precedent transactions, return on invested capital, and merger consequence analyses.
    • Maintain proprietary databases used in research and corporate valuation functions.
    • Research industry news for current financial trends as well as for weekly firm newsletter
    • Provide overall transaction team support
    • Help manage relationships with other professional firms and trade groups

    Successful candidates will have a strong work ethic, ability to meet strict deadlines and work as part of an integrated team. Should be a detail-oriented self-starter accustomed to a fast-paced work environment. Financial Analysts will be expected to contribute productively from the start of the position. Excellent potential to move up within the company to an Associate position and beyond for exceptional analysts.

    Requirements:
    • One or two years of relevant experience in investment banking, private equity, and corporate development, finance and/or consulting
    • Strong educational background with a Bachelors degree and a minimum 3.5 cumulative GPA
    • Proficient with Microsoft Office including Excel, PowerPoint, and Word
    • Excellent analytical skills, including firm understanding of valuation and accounting fundamentals
    • Strong work ethic and outstanding organization and interpersonal skills
    • Excellent oral and written communication skills
    • Great team player with professional maturity
    • Interested in gaining domain expertise in the health care industry
    • Must be willing to travel when necessary
    • Series 7 license preferred but not required


    Ref #NY7025
    2010 Analyst Program-Investment Banking Department
    New York, NY

    Description:
    • Analysts who join the two-year Analyst Program are provided with a broad-based investment banking experience. After an intensive training program, Analysts will join either a product team (Equity Capital Markets, Financial Sponsors, Leveraged Finance and Restructuring, Mergers and Acquisitions, Private Equity Funds) or an industry sector team (Consumer Products / Retail, Healthcare, Energy, Financial Institutions, Global Industrials, Infrastructure, Latin America, Real Estate, Telecom/Media/Technology, or Utilities). Analysts actively participate in a variety of transactions ranging from advisory work in Mergers and Acquisitions to debt and equity offerings, both domestically and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing).
    • Analysts are asked to assume an integral role in the execution of many of the firm’s transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients.
    • The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate – without having to attend business school.
    Your Training Program:

    Incoming Analysts enter a three-week intensive program, which will cover advanced accounting, finance, financial modeling, research and database tools and most importantly, valuation techniques. The program will also include an interactive case study and team building activities. A combination of bankers, professionals and outside professors teach the training, enabling new Analysts to meet various members of the firm and to understand the firm's practices and methodologies.

    Requirements:
    • Basic: Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment.
    • Preferred: Firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry.


    Ref #CA1003
    2010 Analyst Program-Investment Banking Department
    Los Angeles, CA

    Description:
    • Analysts who join the two-year Analyst Program are provided with a broad-based investment banking experience. After an intensive training program, Analysts will join the Technology Group in the Los Angeles office and begin to actively participate in a variety of transactions ranging from M&A advisory work to debt and equity offerings. Assignments can be domestic and cross-border. Analysts will be involved in every aspect of transaction analysis and execution from start (pitch/marketing) to finish (close/pricing).
    • Analysts are asked to assume an integral role in the execution of many of the firm's transactions. Working closely with senior bankers, Analysts are encouraged to assume significant responsibilities such as leading drafting sessions or preparing materials for fairness opinions and are asked to contribute to and participate in presentations and meetings with clients.
    • The Analyst Program is designed as a two-year program, but certain outstanding performers may be offered the opportunity to complete a third year as an Analyst. After this third year, a select number of Analysts are promoted to Associate – without having to attend business school.
    Your Training Program:

    Incoming Analysts enter approximately a six-week intensive program, which will cover advanced accounting, finance, financial modeling, research and database tools and most importantly, valuation techniques. The program will also include an interactive case study and team building activities. A combination of bankers, professionals and outside professors teach the training, enabling new Analysts to meet various members of the firm and to understand the firm's practices and methodologies.

    Requirements:
    • Basic: Candidates must have a 4 year bachelor's degree or an international equivalent, prior to commencement of employment.
    • Preferred: Firm seeks full-time candidates for the Analyst position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative and interpersonal skills and are enthusiastic about and committed to the investment banking industry.


    Ref# O8987
    Subject: Human Resource Contact for Alumni

    It was a pleasure speaking with you this morning.

    Again - I am very pleased with the candidates that I am interviewing that have completed the Investment Banking Course you conduct.
    I would like continue to assist your alumni and future alumni in exploring opportunities within the financial industry that values the skill sets your course is teaching. As we discussed, please provide my contact information to these students/professionals and should they prefer - you may send me their resumes or contact information and I will contact them to provide assistance in their job search.

    I work with several financial firms who place a high value on the financial analysis, financial modeling and valuations skill set your course covers. These firms are located in NYC, LA, Chicago, Atlanta, Dallas and any other large city that has a strong financial district.


    Additionally, I am going to begin recommending your Investment Banking Course to the NYC candidates that I assess need to improve on the skill sets your course provides to help further their careers.

    I will always take time to talk with your alumni and provide them direction with the opportunities I am hiring for.

    Thanks - and I appreciate the course deliverables you have set up for these professionals.

    Regards,

    Corporate Services






       

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