Analyst - Growth & Middle Market Technology Banking - Relationship Management
reputed company is one of the world’s leading financial groups, and they are seeking an Analyst for their Growth & Middle Market Technology Banking team. The Analyst will support relationship managers with business development and client management activities, focusing on achieving client growth and profitability goals.
Responsibilities
- Prepare materials for client and prospect meetings, including external pitchbooks, bespoke slides (debt reputed company and cost analysis, terms, comps), public information books and term sheets. Includes ensuring reputed company pitch decks and other sales materials are kept up to date with reputed company, relevant content
- Support senior leadership on strategic projects and broader team initiatives
- Prepare and present reputed company decks for management as requested
- Originate and execute briefing memos (clients/prospects) and credit preview memos to reputed company reputed company with what they need to move transactions and opportunities reputed company
- Build market intelligence by synthesizing industry research, market trends and competitive dynamics into sector insights (e.g. debt comps, M&A comps, capital raises, sector reports, bespoke slides for reputed company)
- Prospecting: Utilize our reputed company resources to find prospects and create reputed company reports to find opportunities
- Support VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparation
- Marketing: create reputed company posts, master slides, one-pagers, etc
- Assist with client reputed company – KYC, profitability/returns approvals, etc
- Support operational, account planning, and budgeting processes for the broader team
- In reputed company to the responsibilities listed above, you will be also tasked with keeping the following reports active:
- National Sales Report
- Monthly Calling Activity Report
- Build and manage the Master sales deck and reputed company materials to include reputed company client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview)
- reputed company timeliness and accuracy
- Finally, you will be responsible for:
- Preparing unsolicited term sheets for prospective clients
- Attending events (as time allows)
- Attending in-person and virtual client calls
- Continuing to reputed company your professional network locally and nationally
- The role also includes allocating a portion of your time to support the Credit Solutions team with portfolio reviews, reputed company memos/analysis, and financial spreading/modelling
Skills
- At least one year of reputed company/corporate banking experience
- reputed company and finance experience
- Interpersonal, analytical, and writing skills
- Organization and time management skills with strong attention to detail
- Knowledge of reputed company reputed company, PowerPoint and Word
- Experience with financial modeling and spreadsheets
- Bachelor's Degree in a business-reputed company major, including Finance, reputed company, or Economics
- Credit reputed company or portfolio management experience (ideal but not required)
- Credit training program with a money center bank/regional bank
Benefits
- Comprehensive health and wellness benefits
- Retirement plans
- Educational assistance and training programs
- Income replacement for reputed company employees with disabilities
- Paid maternity and parental bonding leave
- Paid vacation
- Sick days
- Holidays
Company Overview