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Investment Banking Associate

2 months ago


New York, New York, United States Siebert Williams Shank Full time
About the Role

Siebert Williams Shank is seeking a highly motivated and detail-oriented Investment Banking Analyst to join its capital markets team. As a key member of our team, you will work closely with senior bankers and other senior leaders to provide exceptional service to our clients.

Responsibilities
  • Deal Execution: Assist in the execution of deals, primarily for investment grade bonds, but also for equities and hybrid securities.
  • Pitch-Book Materials: Prepare pitch-book materials, RFPs, and deal case studies to support marketing efforts.
  • Client and Transaction Management: Maintain critical client and transaction databases to ensure seamless communication and data management.
  • Interdepartmental Coordination: Coordinate with other departments such as fixed income trading, equities, tax-exempt finance, and asset management to support marketing of the firm's services to issuers and investors.
  • External Partnerships: Coordinate with external transaction teams at leading law firms and other Wall Street banks to ensure successful deal execution.
  • Qualifications: At least 6 months of work experience in investment banking or a related industry, proven ability to problem solve and think creatively in a time-pressured environment, and a Bachelor's degree in a relevant field.
Requirements
  • Technical Skills: Proficient in Word, Excel, and PowerPoint; Bloomberg experience a plus.
  • Licenses and Certifications: SIE and Series 79 required or become licensed within 6 months from date of employment; Series 63 and 7 a plus.
About Siebert Williams Shank

Siebert Williams Shank is an independent, non-bank financial services firm that offers investment banking, sales and trading, research, advisory, and asset management services. We are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.

We are an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward.