Investment Banking Analyst Syndicate - Equity Capital Markets

Skills

About the Role

You will support equity capital markets origination and sector coverage groups by marketing and managing Equity Syndicate transactions. You will research companies, investors, and capital markets; build and audit financial models; prepare offering and marketing materials; coordinate feedback during offering execution; and ensure compliance with applicable rules and procedures.

Requirements

• Bachelor’s Degree
• One to three years of experience in equity capital markets, equity research, equity sales and trading, investment banking, wealth management, or another deal-structured environment
• SIE Exam, Series 79, and Series 63 acquired within 150 days of employment
• Analytical ability
• Mathematical, writing, verbal, and computer skills
• Understanding of accounting and finance
• Ability to manage multiple projects simultaneously
• Travel of approximately 5%

Responsibilities

• Work with managing directors, directors, and vice presidents in ECM Origination and sector coverage groups.
• Market Equity Syndicate transactions and manage them in syndicate software.
• Build relationships with internal and external clients and peer investment banks.
• Research client companies, comparable companies and transactions, and institutional investors.
• Monitor capital markets and update client and equity databases.
• Track capital markets, industry, sector holding, and deal participation trends.
• Build and audit integrated financial models, including IPO and comparable company trading and valuation analyses.
• Prepare commitment committee, filing, selling, and investor-targeting materials.
• Coordinate feedback during offering execution with ECM Origination, Institutional Sales and Trading, and Research.
• Compile capital-markets marketing materials and recommendations.
• Prepare and supervise weekly and quarterly external marketing initiatives.
• Streamline processes and propose efficiency improvements.
• Develop understanding of macro factors affecting client industries and investment banking products.
• Ensure compliance with applicable rules, regulations, policies, and procedures.

Benefits

• Discretionary annual bonus and/or commission-based incentives
• Medical, dental, and vision coverage
• Employer-paid short-term and long-term disability insurance
• Employer-paid life insurance
• 401(k)
• Profit sharing
• Paid time off
• Maven family and fertility benefit
• Parental leave, including adoption, surrogacy, and foster placement
• Voluntary benefits