Investment Banking Analyst at Norrenberger Financial Group

Job Summary

• In this role, you will work with the Deals execution Team in developing proposals, pricing mandates, and contracts with appropriate areas within Advisory Services, Group sales, and asset management Sales Teams.

Responsibilities

• Work with the execution Team in managing prospects on Requests for Information, Requests for Proposal, and Questionnaires processes and deliver quality documents and presentations to clients and work collectively with Group sales, and asset management Sales Teams.
• Work alongside the Deals Execution Team on client onboarding process and provide necessary market information and process flows.
• Work closely with the deals execution Team in delivering excellent services experience to all clients.
• Client analytics - In-depth knowledge of the financial services industry, strategies, businesses, financial performance, industry outlook/trends, and general macro/economic issues/trends.
• Ensure impeccable database of clients and relationship documentation at every point in time.
• Manage the IB workflow dashboard and ensure it is up to date with all work currently being undertaken by existing clients.
• Prompt preparation and circulation of call notes from all client engagements e.g., visits, meetings, phone calls, conference calls, etc.

Requirements

• Minimum of 1 year experience in relevant financial services experience (investment banking, financial market depository, securities clearing) required.
• Bachelor's degree in finance, Accounting, or Economics (or any of its related courses)