The role involves researching client financial metrics and constructing detailed models to establish suitable capital structures and financial covenants
Job Summary
The role involves researching client financial metrics and constructing detailed models to establish suitable capital structures and financial covenants.
Associates will work closely with Investment Banking teams to support financing requirements for specific industry groups including Communications & Media and Forest products.
The position requires reviewing mortgage loans for underwriting quality to assess risk as mandated by the OCC and other regulators.
Matching Summary
The role involves researching client financial metrics and constructing detailed models to establish suitable capital structures and financial covenants.
Salary
Base: $175,000 - $200,000 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
3+ years of related experience
Audit and loan review principles
Financial metrics analysis
Detailed financial modeling
Deal structure analysis
Nice-to-have
Coaching and counseling skills
Strong decision-making ability
Subject matter expertise
Consultative interactions
Adaptability to shifting priorities
Key Requirements
3+ years of related experience
Knowledge of audit/loan review principles
Certification highly preferred or willingness to pursue