The role supports the execution of Investment Banking or Capital Markets mandates by preparing various documents and tracking communication throughout the deal life cycle
Job Summary
The role supports the execution of Investment Banking or Capital Markets mandates by preparing various documents and tracking communication throughout the deal life cycle.
Candidates must create deal materials such as term sheets, engagement letters, and financial models while ensuring adherence to M&T Bank's risk and regulatory standards.
The position requires introductory client interaction and serves as a primary contact for supporting teams within the Investment Bank Middle Office.
Matching Summary
The role supports the execution of Investment Banking or Capital Markets mandates by preparing various documents and tracking communication throughout the deal life cycle.
Salary
Base: $89,000.00 - $148,300.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Prepare deal materials like CIMs and pitch decks
Develop financial models and flow of funds
Maintain working knowledge of economy and markets
Ensure compliance with bank credit and risk requirements
Support transaction structuring and execution
Nice-to-have
Strong interpersonal skills for cross-team interaction
Ability to work in fast-paced entrepreneurial environment
Drive recruiting efforts for interns and analysts
Promote an environment supporting belonging
Key Requirements
Bachelor's degree in Business, Finance, Economics or related field
2 years experience in investment banking and capital markets
FINRA Securities Industry Essentials (SIE) exam required
Series 79 and Series 63 licenses required within 6 months
At least 1 year leadership experience if no degree held