Evaluates and analyzes client needs, including the formulation and positioning of a client’s distinctive qualities with a focus on competitive differentiation
Drafts documentation and marketing materials for transactions, as well as constructs financial models
Maintains client communication, often directly with senior management team members
Participates in transaction structuring and execution efforts with high levels of responsibility and accountability
Mentors Investment Analysts
Identifies and develops business opportunities
Requirements
Bachelor's degree
Four (4) years of experience
Ability to think strategically
Proficient in Microsoft Office (Excel, Word, Outlook, etc.)
Strong analytical and quantitative skills
Strong verbal, written communication, and organizational skills