BASIC QUALIFICATIONS:

• Bachelor’s degree in business, economics, finance, accounting or similar
• 1 year of investment banking (preferably Debt) experience or an internship
• Proficiency with Microsoft Office products and Capital IQ

PREFERRED QUALIFICATIONS:

• Strong verbal and written communications skills
• Excellent organizational and problem-solving skills
• Proven leadership and/or mentoring experience
• Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
• If not held already, will be expected to pass the FINRA SIE & Series 79 exams (Investment Banking Professional)
  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
  Yes

• Perform preliminary credit analysis of new transaction opportunities
• Participate in financial and business due diligence
• Meet with client management teams
• Identify key credit merits and risks
• Development of three-statement financial projection models
• Research and analysis of public information, equity research and credit rating reports
• Analyze existing credit agreements
• Draft informational memorandums, presentations and related materials
• Organize, QC, and populate virtual data rooms
• Assist with creation of pitchbooks and marketing materials
• Assist with the team’s business development efforts including industry / target company research and qualification
• Participating in new client pitch meetings and calls