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D.A. Davidson
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Investment Banking Analyst
Robert Half Boston, MA
$107k-139k (estimate)
Full Time 3 Weeks Ago
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Robert Half is Hiring an Investment Banking Analyst Near Boston, MA

We are seeking an Investment Banking Analyst to join our Financial Services team based in Boston, Massachusetts. This role offers a short term contract employment opportunity and involves working with the assistant accounting manager to properly record direct investment transactions, maintain databases, and reconcile custody holdings. As an Investment Banking Analyst, you will also be responsible for preparing valuations of public and privately held direct investments and ensuring compliance with document retention policies and procedures related to direct investments.
Responsibilities
  • Work with the assistant accounting manager to properly record direct investment transactions
  • Maintain Equitrak, our direct investment tracking database, and reconcile custody holdings
  • Prepare valuations of public and privately held direct investments
  • Ensure compliance with document retention policies and procedures related to direct investments
  • Obtain investment related information by working with other groups
  • Collaborate with auditors on all aspects of direct investment reporting
  • Analyze performance of direct investments both at the individual fund and “synthetic” portfolio level
  • Prepare and maintain various direct investment track records that are used in fundraising and marketing
  • Utilize skills such as Bloomberg Terminal, CapEx, Capital IQ, CRM, Data Mining Techniques, Buying Processes, Capital Management, Credit, Debt Financing, Due Diligence, and Investment Accounts in daily tasks and responsibilities.

Job Summary

JOB TYPE

Full Time

SALARY

$107k-139k (estimate)

POST DATE

06/13/2024

EXPIRATION DATE

07/10/2024

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The job skills required for Investment Banking Analyst include Financial Services, Due Diligence, Accounting, Investment Banking, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Banking Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Banking Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Investment Banking Analyst positions, which can be used as a reference in future career path planning. As an Investment Banking Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Banking Analyst. You can explore the career advancement for an Investment Banking Analyst below and select your interested title to get hiring information.

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