Banking Cfa Jobs (NOW HIRING)

ABOUT THE ROLE:

TheInvestment Banking Associate II performs a wide range of complex analytical and high-level support functions.With limited supervision,applies analytical skillsto provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams.Produce high quality analysis and presentation materials.

A Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of ahigh qualitywork product.

YOUR RESPONSIBILITIES:

Build and understand complex financial models.

Perform complex financial analysis with minimal oversight.

Create high-impact presentation materials using PowerPoint, Excel,Wordand other relevant software programs.

Complete research andmaintaininformation databases asrequired.

Work well as part of a team in a highstressenvironment.

Develop good working relationships with peers and seniorbankers in Corporate & Investment Bankand the rest of the organization.

Manage priorities while working ona number ofhigh priority opportunities simultaneously.

Complete basic credit and corporate finance overview and analysis independently.

Serve as support to the Managing Directors and be capable of making internal andexternal presentationsto support the efforts of the Managing Directors on the team.

Interact with all important constituenciesin the course ofexecuting and closing loan transactions.

Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.

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

MINIMUM REQUIREMENTS:

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) preferred but notrequired.

5-7 years of total relevant investment banking, capitalmarketsor corporate finance experience, including prior Associate-level responsibilities; internal promotion candidates typically have 5-7 total years' experience.

Proven project leadership across multiple concurrent transactions with tight deadlines; ability to manage across senior bankers and external advisors.

Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability tomaintain/obtain within company policy).

Advancedproficiencyin Microsoft Excel and PowerPoint.

REQUIRED SKILLS:

Expertisein reviewing complex financial models andvaluationwork product; ability to translate analytical and credit findings into actionable recommendations.

Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.

Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.

Exceptional attention to detail and commitment toquality;sets standards for accuracy, consistency, and presentation.

Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.

Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).

SKILLS FOR SUCCESS:

Successful candidates willdemonstratea higher degree ofproficiency(typically from 1-3 years of practical experience or advanced academic exposure) across the following areas:

Execution Leadership:Anticipateroadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.

Client Impact: Elevate client dialogue with insights on valuation, credit, process strategy, and market dynamics.

Commercial Acumen: Support origination with idea generationand by identifyingcross-sell opportunities across the platform.

Team Building: Develop junior talent through structured feedback, training moments, and role-modeling of best practices.

Risk Management: Proactivelyidentifyand mitigate operational, reputational, and compliance risks.

DOING THE RIGHT THING:Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.