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In this role, you will conduct in-depth financial evaluation and modeling to support deal structuring and execution, performing detailed industry and market research to inform strategy and positioning, and related transaction materials. You will also coordinate multi-layered internal and external processes tied to capital markets transactions ensuring all workstreams are aligned and progressing efficiently. This role requires a foundation in structured finance, and the ability to synthesize complex data into clear, actionable insights for both internal stakeholders and external clients.
Job Responsibility:
Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities
Market research and analysis to identify industry trends, potential deal opportunities, and client needs
Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions
Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services
Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions
Requirements:
Solid understanding of various financial instruments, securitized products, and the broader financial market
Proficiency with Bloomberg, CAS, and SEI systems (Intex)
Experience in financial analysis and modeling
SIE, Series 63, and Series 79 licenses
Willingness to travel 25% for collaboration
Nice to have:
Communication skills for interacting with internal and external stakeholders
Experience working in a fast-paced environment
Creative problem-solving abilities to address multi-layered issues and drive solutions
Team-oriented with a collaborative approach to mentoring projects and deadlines
What we offer:
Wellness center equipped with modern amenities, including fitness centres offering a variety of classes and services
Health center providing a range of services, including primary and urgent care, wellness exams, health coaching, and vaccinations
Office features a variety of sophisticated dining options, including a colleague restaurant and a private executive dining room