Job Description

Execute in-depth analyses to support transaction execution and the delivery of investment banking products and services to clients and prospects within the HCIT sector. Perform extensive research, financial modeling/valuation analyses, and support due diligence activities. Work closely with client staff to advance projects, gather necessary information, convey complex financial modeling outcomes and present analysis results. Provide training and mentorship to analysts.

• Perform extensive financial/valuation analyses for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.
• Build company-specific financial projection models to support M&A transactions, leveraging broad understanding of finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
• Develop marketing materials for live transactions as well as produce and deliver proposals and presentations to clients and prospects.
• Lead due diligence, research, analysis, and documentation of potential and live transactions.
• Actively participate in client meetings and drafting sessions.
• Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
• Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
• Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
• Anticipate potential deal issues and pass concerns through to team members in real time.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Education & Experience

• Bachelor's Degree Required MBA strongly preferred
• Prior investment banking experience required; 1 years as an Investment Banking Associate strongly preferred
• Required Internship or prior work experience in financial services industry preferred
• Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Qualifications

• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Strong desire to win
• Sound judgement
• Deep, sophisticated understanding of accounting and finance
• Commitment to satisfying internal and external customers
• HCIT or technology industry knowledge preferred but not required
• Travel required: approximately 10% to 30%

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