Investment Banking Associate at Alan & Grant

Industry: Financial Services

Job Summary

• The job holder is responsible for managing client’s investment portfolios. He/she will also be responsible for identifying and meeting client’s needs, assisting them in reaching their financial goals.

Duties and  Responsibilities

• Develop relationships with new and existing clients in order to expand the business.
• Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.
• Creates financial models to analyze client portfolios and anticipate client needs.
• Generates updated financial models / analyses as dictated by business needs and industry requirements.
• Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Meet with the client to determine their financial standing and goals.
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
• Delivers financial modelling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Work with the investment analysts to select purchases for each client’s portfolio
• Inform clients of changes in their portfolios.
• Prepare Client Calling Reports: Preparing and distributing client calling reports in a timely manner.
• Buy and sell new stocks or other investments as the market fluctuates.

Requirements

• Bachelor's Degree in Accounting, Banking/ Finance, Economics or related fields.
• Minimum of 6-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector
• Desired Professional Qualification; ICAN, CFA, ACA.
• Knowledge of capital markets, investment banking products and applicable regulations.
• Good knowledge of the organizational portfolio management policies and objectives.
• Exceptional knowledge of Financial Statement Analysis skills.
• Portfolio management experience.
• Market Forecasting skills.
• Strong communication and analytical abilities
• Exceptional skills in quantitative analytics, financial modelling and credit analysis skills.