Generally support more senior team members in new business development and
transaction execution, across a wide range of industries and products (debt, equity and M&A advisory).
Research and analyze industry, economic, market, and regulatory data as required to
support sector coverage activities and transaction execution.
Analyze company financial statements; Create financial models for client companies.
Participate in business and financial due diligence.
Assist in preparing investment memoranda, term sheets, and related transaction
Assist in preparing presentations / marketing materials for use in client coverage, other
business development activities, conferences, etc.
Responsible for internal initiatives such as updating the investor database, revenue / transaction backlog, business development materials, and company website