Corporate Client Coverage Analyst

• Build and understand complex financial models
• Perform complex financial analysis with minimal oversight
• Create presentation materials using PowerPoint, Excel, Word, and other relevant software
• Develop working relationships with peers and senior professionals in Credit, Capital Markets, and the organization
• Manage multiple high-priority opportunities simultaneously
• Complete basic credit and corporate finance analysis independently
• Support Managing Directors
• Assess whether securities products and capital markets services are appropriate for clients
• Partner with business teams to provide products and services to clients
• Perform other duties as assigned and adapt to changing priorities

• 0–2 years of relevant work or internship experience in finance, accounting, or a related field
• Strong analytical and quantitative skills
• Proficiency in Microsoft Excel and Power Point
• Effective written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong attention to detail and organizational skills
• Ability to work collaboratively and independently
• Ability to obtain and maintain required securities licenses
• Authorized to work in the U.S. without employment-based immigration sponsorship now or in the future
• Graduating Class of 2027
• GPA of 3.3 or higher
• Strong Excel and PowerPoint skills
• Ability to multitask while maintaining attention to detail
• Ability to work in a time-sensitive environment
• Excellent communication and interpersonal skills
• Strong entrepreneurial spirit
• Relevant internships and co-op program experience
• Experience or demonstrated interest in Corporate & Investment Banking, Leveraged Finance, and/or Capital Markets is a plus
• SIE, Series 79, and Series 63 licenses to be obtained immediately after start date

Demonstrates strong analytical and quantitative skills, with proficiency in Microsoft Excel and PowerPoint for financial modeling and analysis. Capable of managing multiple priorities in a fast-paced environment while maintaining attention to detail and effective communication.

• Financial Modeling
• Microsoft Excel Proficiency
• Microsoft PowerPoint Proficiency
• Analytical Skills
• Communication Skills

• Financial Analysis
• Credit Analysis
• Corporate Finance Analysis
• Quantitative Skills
• Attention to Detail

• Organizational Skills
• Interpersonal Skills
• Collaboration
• Multitasking
• Adaptability

• Securities Licenses
• SIE
• Series 79
• Series 63

• Corporate & Investment Banking
• Leveraged Finance
• Capital Markets

• Microsoft Excel
• Microsoft Power Point
• Microsoft Word