Investment Banking Associate Ii - Financial Institutions Group (new York)

Willenborg Wealth Management

New York, US
Base: $100,000.00-$200,000.00; bonus/equity: not s...
Formulating new business proposals
Developing company forecasts and valuations
Evaluating merger and acquisition scenarios
The role involves formulating new business proposals, developing company forecasts, and evaluating merger and acquisition scenarios

Job Summary

  • The role involves formulating new business proposals, developing company forecasts, and evaluating merger and acquisition scenarios.
  • Candidates will manage a range of investment portfolios through in-depth market and sector analysis while maintaining external relationships.
  • The position requires acting as an organizational authority on analyzing data trends to guide decision-making and policy development.

Matching Summary

The role involves formulating new business proposals, developing company forecasts, and evaluating merger and acquisition scenarios.

Salary

Base: $100,000.00-$200,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Formulating new business proposals
  • Developing company forecasts and valuations
  • Evaluating merger and acquisition scenarios
  • Managing investment portfolios
  • Analyzing data trends for reports

Nice-to-have

  • Building complex frameworks for business needs
  • Guiding and training others on client accounts
  • Developing contingency plans for risk management
  • Creating sensitive press releases or speeches
  • Collaborating with senior colleagues

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • 3 to 6 years of general experience
  • Securities Industry Essentials Exam (SIE) certification

Work Rights

Not specified

Tailored Resume

Cover Letter