via Eightfold
$120K - 200K a year
Organize and analyze financial data, prepare recommendations and valuation materials, and build complex financial models for client transactions.
2-5 years of relevant experience, Series 79 and 63 licenses, strong communication skills, and ability to work under pressure.
Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals Conduct economic/financial research Evaluate company's financial performance compared to overall industry and market trends Build complex financial models for valuation purposes 2-5 years of relevant experience Series 79 and 63 licenses Consistently demonstrates clear and concise written and verbal communication skills Ability to work under pressure in a rapidly changing environment in order to meet deadlines Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 15, 2026 ------------------------------------------------------
This job posting was last updated on 1/9/2026