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Analyst, Private Institutional Clients - Req. 1900754


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. The candidate will lead/assist in the creation of referral agreements, approval memos, deal calendars, and other material as required.  The Analyst will contribute and generate ideas during the entire transaction process and will work independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed actions or decisions.  The candidate will be responsible for leading multiple large projects with significant scope and impact.


Essential Duties and Responsibilities:

·        Develops financial models to assess debt and equity transactions.

·        Evaluates investment opportunities which includes (but is not limited to) understanding asset valuation, investment structure, market opportunity, and other investment metrics across a wide variety of industries. 

·        Provides valuable input to private market transactions, equity offerings, valuations, private placements, fund documentation, and capital market solutions.

·        Researches, analyzes, presents, and documents drafting elements of a developing transaction.

·        Develops client presentations.

·        Interacts with financial advisors, clients, investment bankers, senior management, and internal and external product sponsors. Follows general current events in respective industries and keep colleagues informed about critical issues in the news relevant to current and potential investments and clients.

·        Maintains files related to active and prospective deals. Maintains group databases – including a 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 private market investment opportunities.

·Fundamental investment concepts, practices, and procedures used in the securities industry.

·Financial markets and products. 

Skill in:

·Communicating effectively, both orally and in writing.

·Assessing and explain events in the market.

·Solving complex problems and the ability to think independently regarding market ideas.

·Operating standard office equipment 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 with minimal supervision.

·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.)

·        Experience structuring, developing, and executing deals/private placements for institutional investors.


·None required.