**Essential Duties and Responsibilities** + Assists with the execution of M&A and financing transactions, including financial modeling, industry analysis, and comparable company analysis. + Prepares and delivers both standard and tailored presentations and pitches to clients. + Produces factual, accurate information to be presented to clients. + Provides management support to Analyst‑level bankers through training, mentoring, and evaluating performance potential. + Seeks opportunities for development through job assignments, special projects, training, and external activities. + Performs other duties and responsibilities as assigned. **Knowledge of** + Concepts, practices, and procedures of investment banking. + Investment concepts, practices, and procedures used in the securities industry. + Concepts, practices, and procedures of tax and accounting. + Financial markets and products. **Skill in** + Analyzing and interpreting financial statements. + Applying analytical skills to assess and explain market events. + Solving problems and thinking independently in order to develop and market ideas. + Defining high standards of quality and evaluating products, services, and personal performance against those standards. + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communications, and spreadsheets. **Ability to** + Gather information, identify linkages and trends, and apply findings to reports. + Attend to detail while maintaining a big‑picture orientation. + Remain cognizant of organizational commitments to daily workflow and regulatory compliance during high‑volume activity. + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment. + Establish and maintain effective working relationships at all levels of the organization. + Work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability for one’s own actions. + Demonstrate uncompromising adherence to ethical principles. + Prepare and deliver clear, effective, and professional presentations. + Be proactive and demonstrate the readiness and ability to initiate action. + Lead the work of others and provide training, coaching, and mentoring. + Interpret and apply policies, and identify and recommend changes as appropriate. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. **Education/Previous Experience** + Bachelor’s Degree in related field and a minimum of three (3) years of experience in Investment Banking. + MBA Degree with experience in Investment Banking Preferred. + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 or 79 License. + FINRA Series 63 or the ability to obtain within six (6) months of hire.