Investment Banking Analyst

4 days ago


Naples, United States Advisor Group Full time
Osaic Careers

Investment Banking Analyst

Location: Naples, Florida

We are looking for a driven and motivated Investment Banking Analyst within Ladenburg Thalmann & Co., a member of Osaic. The Analyst role supports the team by project management, administration, updating historical data in Excel, and performing market or client research in various areas of focus. The Investment Banking Analyst will have the opportunity to engage with senior banking members and is expected to be driven to learn all aspects of the deal execution process and the team's business focus.

The role requires focus, ability to learn quickly, and desire to maintain relationships.

Responsibilities:
  • Research and tactical project work in multiple areas
  • Prepare Word, Excel and PowerPoint documents
  • Development of various types of financial models to value debt and equity for capital raising transactions.
  • Perform competitive market landscape analysis
  • Perform due diligence, research, analysis, and documentation
  • All other Duties as assigned
Education Requirements:
  • Bachelor's degree is required, preferably in Finance, Economics, or other related field.
Basic Requirements:
  • One or more years of experience in a similar capacity
  • FINRA Series 79 is required
  • Ability to work in a fast-paced, team-based environment with minimal supervision.
  • Working knowledge of deal structuring and closing principals.
  • Strong communication and networking skills.
  • Impeccable research, quantitative and analytical skills, especially in explaining market events.
  • Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA.
  • Ability to organize and track overlapping tasks and assignments, with frequent priority changes.
  • Strong financial modeling skills.

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