Investment Banking M&A Expert

5 days ago


San Francisco, California, United States RBC Full time

Job Summary

We are seeking a highly skilled Investment Banking M&A Expert to join our team. The ideal candidate will have a solid understanding of capital markets and spreadsheet modeling, as well as outstanding quantitative and qualitative analytical skills.

Responsibilities:

  • Transaction execution, new business presentations, and meetings.
  • Working with Analysts in the development of pitch books and related client materials.
  • Proactively identifying operational risks and control deficiencies in the business.
  • Reviewing and complying with Firm Policies applicable to your business activities.
  • Escalating operational risk loss events, control deficiencies, and risks to your line manager and the relevant risk and control functions on a timely basis.

Requirements:

  • Bachelor's degree and an MBA, MA or MS or equivalent with emphasis in finance/accounting.
  • Minimum of one year of Investment Banking experience and previous experience in the M&A space is highly desired.
  • Solid understanding of capital markets and spreadsheet modeling.
  • Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
  • Highly motivated with demonstrated ability to manage conflicting priorities and requests.
  • Ability to take initiative and function independently, balanced with strong teaming skills.
  • Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization.
  • Must maintain high standards of professional and ethical conduct.
  • Series 79 & 63 licensed.


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