Key skills
Sales
About this role
Role Overview
- Analyze, structure, and execute transactions
- Perform industry research and prepare written materials
- Actively participate in client planning sessions
- Manage and execute comprehensive financial modeling and valuation analyses
- Support sales/product team members in preparing pitches and presentations
Requirements
- Bachelor's Degree (preferred)
- 1+ years of investment banking experience (preferred)
- FINRA License S79 within 1-1/2 Yrs (required)
- FINRA License S63 within 1-1/2 Yrs (required)
- FINRA License S52 within 1-1/2 Yrs (required)
- Proficiency with Excel, PowerPoint, and Word
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Incentive compensation