NorthStar Speacialist (Wealth Management) - New York City
High Places International (New York)
ST - Wealth Management
http://www.highplacesintl.com/Dear Professional, High Places International is a Global Executive Search Consultancy specializing in Senior and International placements for a niche clientele. We have been retained by an IT giant for talent search of Northstar Specialists based out of New York City. There are 2 requirements 1.NorthStar Technical Specialists 2.NorthStar Functional Specialists Our client is a well-established software giant and specialized in Technology services and has global partnerships with several leading Fortune 500 firms, including several IT and Technology majors. We wish to have preliminary discussions with you in this regard and present you more details. Please let us have your updated resume, contact details as well as a convenient time for a brief telephonic discussion. Regards, Iyshwarya iyshu@highplacesintl.com High Places International http://www.highplacesintl.com 91 44 4215 9283
Job Description: Position: NorthStar Technical and Functional Specialist Experience: 3 - 4 years Location: New York City Job Profile: Candidate Profile: NorthStar Technical and NorthStar Functional Specialist
•Experience in the NorthStar Product Implementation and Integration Skills
•Experience as the Technical Integration Specialist in NorthStar
•Experience in modules - Proposals, Prospects, Portfolios, Relationship Hierarchy
Send us an email with updated resume and contact details mentioning a convinient time to contact to the following emailid : iyshu@highplacesintl.com
Posted 7/28/2008 2:16:47 AM
Financial Analyst
Coliseum Capital (NYC)
Inv - Hedge Fund - General
COMPANY PROFILE
Growing hedge fund in NYC with private equity orientation is hiring an analyst to join our team. The fund targets long-term investments across the capital structure in public/private companies undergoing extraordinary change, and works closely with management to influence favorable investment outcomes.
In order to perform the analyst role, you will need superior quantitative, technical and communication skills, and fit in well with our close knit team. A deep understanding of business drivers, accounting and finance are essential to the creation of detailed valuation models, but must be married with ability to digest qualitative insight gained through extensive research for which the analyst will also be responsible.
QUALIFICATIONS
- Demonstrated investment acumen; both equity and credit experience a “plus”
- Ability to identify and comprehend key business drivers
- Strong accounting, quantitative and financial modeling skills
- Motivation to perform extensive primary research
- Ability to communicate effectively
- Strong work ethic, and ability to work collaboratively in an entrepreneurial environment
START DATE: Summer 2008
Please send all emails to: coliseumrecruiting@gmail.com
Please resume to: coliseumrecruiting@gmail.com
Posted 4/16/2008 3:02:31 PM
Senior Analyst
Scotia Bank (Toronto, Ontario)
IB - Bulge Bracket - General
http://www.scotiabank.com/cda/index/0,,LIDen_SID35,00.htmlPosition Summary:
The Senior Analyst Management reporting is a member of the Client Measurement Department that provides support for the client and portfolio measurement system used by Scotia Capital Corporate and Canadian Commercial Banking. The aim is to enhance the value of business by providing professional advice, quality information and key support services.
Key accountabilities for this role :
1. Collect, validate and transform client revenue data to meet the requirements of the profitability measurement system. Report on key Relationship Management metrics, such as new business generated, client hierarchy and structure, productand portfolio revenues, ROEE measure etc.
2. Perform integrity and reasonability checks to ensure data reliability, and where necessary undertake resolution of discrepancies and anomalies.
3. Participate in projects to improve the accuracy, reliability, integrity, time efficiencies, standardization, data quality, and completeness of client and portfolio information.
4. Support Relationship Management/Client MIS tools by responding to queries, providing data, reports, analyses etc.
5. Provide on-going support for new processes and projects, including monitoring, testing, analyzing and addressing user questions.
6. Maintain the organization of the data files in order to facilitate easy and quick access.
Qualifications:
-Good understanding of the financial services industry, clients and products, with particular emphasis on Corporate, Investment Banking, and Commercial Banking.
-Strong communication (both written and oral), interpersonal and analytical skills to effectively respond to queries from the Relationship Managers, Industry Heads and other internal clients.
-Excellent PC, MS Excel, MS Word, PowerPoint, MS Project, MS Access skills, including the ability to create and work with complex Access databases.
-Highly motivated, creative and results-oriented individual with solid organizational skills with a high tolerance for, and adaptable to change.
-Ability to work in a fast-paced environment.
-Ability to work overtime as required, often with short notice (sporadic).
Click Here to learn more and apply online Job Req#: 54525
Posted 1/17/2008
Valuation Analyst
UBS (Stamford, CT)
IB - Bulge Bracket - General
http://www.ubs.com/1/e/index.htmlDescription:
The Client Valuations Reporting Unit (VRU) sits within the Global Collateral & Margin Management function and is responsible for the production and dissemination of valuation statements to UBS Investment Bank’s client base covering their Interest Rate, Credit, Foreign Exchange, Equity, and Energy OTC Derivative Portfolios. This is a high-risk area and demands a thorough understanding of the products and the UBS Valuation Policies. The Team is also involved in Change Projects, including taking on additional product coverage and the CASH VALUATION POLICY piloting and implementation. The successful candidate will be responsible for the day-to-day processing of statements and dealing with queries and new requests from Clients. The individual should be technical, delivery focussed, have strong client service skills and be self-driven. Strong team working skills are essential. The role will entail the following key components:
- Production of accurate Valuation Statements - using data from the Firm’s Books & Records and Risk Management Systems.
- Ensuring Risk Issues are escalated in a timely manner to Management.
- Working closely with the Team Members to manage the day-to-day responsibilities, ensuring all responsibilities are covered in times of peak demand and if fellow Team Members are out of the office.
- Liaise with Sales, Trading, Credit Risk, Business Unit Control, Financial Control, Legal & Compliance, fellow Collateral Managers, and IT.
Responsibilities:
- Four year college degree or international equivalent
- Preferred Qualifications - At least 2 years in the financial industry
- Product knowledge with respect to OTC products, Equity, Interest Rates, Foreign Exchange, a strong plus
- Strong Client Service & Communication skills
- Strong PC skills a plus
- Self-driven
- Attention to details, ability to work with little supervision.
Click Here to learn more and apply online Job Reference #34837BR
Posted 1/16/2008
Associate, Equity Capital Markets
Merrill Lynch (New York, NY)
IB - Bulge Bracket - General
http://www.ml.com/We are looking for a Mid Level Data Analyst, who will be working as part of data governance group within Merrill Lynch Capital Markets and responsible for data management, data analysis & data quality of residential mortgage data. This data is used by various business groups within capital markets.
Description:
-Equity Capital Markets is uniquely positioned between Investment Banking and Sales and Trading, focusing on equity and equity-linked new issuance. Equity Capital Markets professionals are charged with managing the critical communication between the Merrill Lynch’s Investor Clients and Issuer Clients. ECM Professionals are located in New York, London, Hong Kong, Tokyo, Sydney and Toronto.
ECM works with Banking, Sales and Trading to originate, market and trade equity and equity linked transactions. Responsibilities include creating sales and marketing materials, managing roadshows, and allocating stock to institutional investors. Post offering ECM works closely with Trading to ensure an orderly secondary market.
Job Responsibilities
-Work on deal teams with senior bankers and experts from other areas within the firm
-Conduct sophisticated financial analysis and relevant industry research
-Participate in due diligence sessions
-Structure, execute and close transactions
-Develop new business, prepare and participate in client presentations, and market new products/ideas
-Assess the impact of a transaction on a client's financial results and capital structure
Qualifications:
-MBA degree or other advanced degree from a top tier school (or was directly promoted to Associate from an Investment Banking Analyst program)
-Superior academic achievement
-Minimum 3 years of Investment Banking experience
-Strong quantitative and analytical skills
-Capability to apply advanced oral and written communication skills to create a positive impression and professional rapport
-Ability to work independently while functioning as part of a team
-High degree of initiative and motivation
-Composure and confidence to juggle conflicting priorities
Click Here to learn more and apply online Job: IRC67268
Posted 1/15/2008
Analyst - Finance
Citigroup (New York, NY)
IB - Bulge Bracket - General
http://www.citigroup.com/citigroup/homepage/Job Description:
Financial Analyst for Information Technology Finance team to support technology and line of business financials.
-Key member of dynamic team responsible for providing financial support for the Citibank North America Information Technology team Assist in the preparation of budgets and forecasts.
-Assist with month-end closing activities.
-Develop, maintain, and use tools to assist in the identification of financial and key driver trends Consolidate, reconcile, and analyze key P&L drivers.
-Create and maintain reports used in monthly financial presentations.
-Assist in preparation of financial presentations.
-Assist with various ad-hoc analysis and departmental projects.
Specifications / Qualifications:
- Bachelor's degree in Finance/Accounting.
-Minimum 3 years related business experience.
-Team player, self-starter, motivated, and multi-task oriented.
-Proficient Computer Skills including MS Excel, Essbase/Hyperion
-Strong organizational and communication skills.
-Ability to delivery high quality, accurate analyses.
-Ability to interact effectively with multiple levels of finance and non-finance management.
Click Here to learn more and apply online Job Reference # 08001096
Posted 1/11/2008
IB Financial Communications Financial Analyst
Credit Suisse (New York, NY)
IB - Bulge Bracket - General
http://www.credit-suisse.com/us/en/Position Description:
The Candidate will join a small team responsible for all aspects of the Investment Banks (IB) external financial communication as well as internal communication of results to senior management.
Key Responsibilities
This role will offer significant opportunity to learn about all aspects of the Investment Banking business and understand the strategic positioning of the business relative to peers. The role will also offer exposure to colleagues across all areas of IB and Credit Suisse Group, including senior management.
The Candidate is expected to participate in all aspects of the team’s responsibilities including:
-Producing the Competitor Analysis report and earnings notes which tracks IB’s performance against peers.
-Supporting the team which has responsibility for IB’s section of the Credit Suisse Group quarterly and annual reports, the slides and speaker notes for earnings presentations, questions and answers to likely investor, analyst and press questions, and other earnings-related communications.
-Preparing and coordinating IB’s business and financial update notes/commentary for the CS Executive Board and Board of Director meetings.
-Working on various strategic projects and ad hoc presentations for the Chief Financial Officer and Chief Executive Officer
-Providing support as the IB investor relations contact for the Credit Suisse Group investor relations team.
Qualifications:
-5+ years in a finance role – preferably within investment banking, corporate development or consulting.
-Strong analytical skills, understanding of financial institutions’ income statements and balance sheets is highly desirable.
-Strong knowledge of Excel, Word and PowerPoint.
-Education – Bachelor’s degree required; MBA desirable.
Click Here to learn more and apply online
Posted 1/07/2008
Analyst
HSBC (New York, NY)
IB - Bulge Bracket - General
http://www.hsbcusa.com/personal/default.html?WT.svl=100Description:
Make the Right Move and join a winning team! Build your career with us. HSBC - North America is a part of HSBC Group, one of the largest banking and financial service organizations in the world. Our domestic strength and extensive global network provides our employees with the best of both worlds - the friendliness of a local organization and the resources of a worldwide network - for diverse experiences and challenging career opportunities.
The provision of excellent service to all of our customers is at the core of Derivative Operations objectives. This will be achieved by creating a more client-aligned team which enables all of our customers to have seamless cross asset coverage and easy access to Operations. The role will also include working with the line managers and the business to streamline and improve processes.
The area will cover our strategic client base, which includes Hedge Funds, Corporates, Insurance & Pension Co's, Asset Managers and Agencies. Initially staffed by the incumbent above and will expand further depending on volumes and client response. The primary function of the role will be to act as a single point of contact for client queries & issue resolution relating to confirmations, settlement & other adhoc matters relating to Derivatives transactions as well as ensuring that clients are responded to in a timely manner.
Basic Qualifications:
-Minimum 4 years experience in Derivatives
-Good communication skills and ability to work with minimal supervision
-Proactive approach to improving the process and embrace change
-Good communication skills and previous client relationship expertise
Click Here to learn more and apply online Req ID# 68943
Posted 1/2/2008
Analyst- Private Equity
Lehman Brothers (New York, NY)
IB - Bulge Bracket - General
http://www.lehman.com/Responsibilities:
Analyst in Private Fund Investments Group, a rapidly growing group within Private Equity, with over $8 billion of investor commitments
The Private Fund Investments Group manages three investment strategies:
-Private Equity Fund of Funds: Invest in private equity funds including leveraged buyout, venture capital, distressed, and special situations
-Secondary Fund: Invest in seasoned private equity limited partnership interests acquired from motivated sellers
-Co-Investment Fund: Invest in private companies that are backed by premier financial sponsors
The Private Fund Investments Group is a rapidly growing area of Lehman Brothers, having grown from $2 billion of committed capital at the end of 2003 to over $8 billion of commitments today.
The group has recently raised and is actively investing over $5 billion of capital, including a $1.6 billion Co-Investment Fund, an $800 million Secondary Fund, a $1.5 billion Fund of Funds, a $540 million publicly traded fund of funds and $1 billion in separate accounts. In addition to these existing funds, the group is actively developing other private equity-related fund strategies and products. The group has offices in New York, Dallas, London and Hong Kong.
The Analyst will receive exposure to all three strategies, as the group believes that the three disciplines are complementary. Key responsibilities include:
-Conduct due diligence on primary, secondary and co-investment opportunities
-Valuation and financial analysis of private equity portfolios and private companies
-Prepare screening and investment committee memos and due diligence materials for the investment committee
-Meet regularly with partners of premier private equity firms
-Monitor investments through attending annual meetings, evaluating positions in public securities, attending board calls, etc.
-Special projects, including product innovation, asset allocation analysis, fund marketing and communications
-Interaction with many different parts of the firm to gather information necessary to make investment decisions in the various asset classes
-Experience in private equity, investment banking, consulting or investment management
-Completion of 1-2 year Analyst program or equivalent
-Strong quantitative abilities; excellent valuation, corporate finance and accounting skills
-Strong excel skills essential
-Creativity in approach to problem solving
-Strong judgment and critical thinking skills; strong research skills; strong writing and proofreading skills
-Ability to multi-task with a fine-tuned attention to detail
-Team player and a desire to work on a wide range of projects
Click Here to learn more and apply online
Posted 12/31/2007
Operational Risk Modelling Analyst
Morgan Stanley (New York, NY)
IB - Bulge Bracket - General
http://www.morganstanley.com/index.htmlJob Description:
The Assessment & Measurement team of firm Operational Risk Department has an opening for an Operational Risk modelling analyst. The job consists of analyzing Public and Internal Loss Data, working with other teams analyzing Business Environment and Internal Controls, defining the integration of Risk and Control Self Assessments and Key Risk Indicators into the exposure model and contributing to reports on capital and exposure. A second part of the job involves research and analysis on key risk indicators.
Skills:
We search for candidates with a strong desire to learn, an ability to creatively define their own projects and a good knowledge of finance, statistics, risk management and Morgan Stanley’s various businesses acquired either formally or through job experience. Particular skills required are:
-Experience in statistical modeling
-BA/BS in a accounting, finance, math, physics or similar
-Understanding of Morgan Stanley’s business
-Proficiency in MS Excel and other office tools
-Strong problem-solving abilities
-Effective communication skills - both written and verbal
-Strong analytical and interpersonal skills
-Ambitious, self motivated individual, strong work ethic, positive attitude and the ability to work both independently and as part of a team
-Ability to multi task and prioritize conflicting demands
-Intellectual curiosity, creativity and self-motivation
-Ability to work in a competitive environment
Click Here to learn more and apply online
Posted 12/26/2007
Equity Research Associate
Bear Stearns (New York, NY)
IB - Bulge Bracket - General
http://www.bearstearns.com/index.htmResponsibilities:
What makes a great Equity Research associate? Curiosity, a creative way of thinking, and a keen eye for changing trends and emerging opportunities. Each Equity Research associate at Bear Stearns works in a team dedicated to a specific industry. These groups provide a steady stream of analysis and ideas to the sales force and to the firm's investing clients. In short, the Equity Research Department's mandate is to know industries and companies better than anyone else.
Equity Research associates begin their careers with a program that brings together new associates from across the firm for general orientation and training. This program aims to help new associates understand how they fit into Bear Stearns, as well as teach them the fundamentals of the brokerage industry. A review for the Series 7 examination is also part of this initial orientation. Equity Research associates then begin working in their designated areas. The Equity Research Department offers frequent training programs to ensure that associates continuously develop valuation, accounting, writing and presentation skills.
The Equity Research Department has a unique culture that infuses budding associates with a strong entrepreneurial spirit and supports their developing talents. Research associates work intimately with the top analysts in their fields, who guide them through the intricacies of specific industries and sectors. Additionally, informal lunch meetings held throughout the year offer associates the opportunity to grow, advance and network outside their fields of expertise. The department has a long track record of promoting the most talented and creative research associates from within the ranks and allowing them to launch coverage of their own industry segments; accordingly, Bear Stearns has the highest proportion of "home-grown" analysts on the Street.
Qualifications:
Equity Research associate candidates should have a graduate degree in business, a background in finance, and an understanding of accounting. Previous research experience is not required. Candidates must have a strong desire to take advantage of the unique entrepreneurial environment of Bear Stearns.
Click Here to learn more and apply online Job ID: 106175
Posted 12/20/2007
Associate, Investment Banking
JP Morgan Chase (New York, NY)
IB - Bulge Bracket - General
http://www.jpmorgan.com/pages/jpmorganDescription:
Responsible for performing detailed financial analysis, valuation and combination models, and analyses including transaction and tax structuring for buy-side and sell-side mergers and acquisitions (M&A), public offerings of debt/equity, leveraged buyouts, private placements, etc. Work on a variety of assignments for actual and prospective clients, including selecting potential buyers/targets and conducting competitive and financial implication analyses to identify opportunities to increase value (e.g., divestitures, M&A, public offerings, change in capital structure, etc). Responsibilities include daily deal execution, including financial modeling and performing accounting, legal and business due diligence; preparing offering memoranda and other presentation materials for M&A, leveraged buyouts, restructurings, equity/debt/private placement financings; interacting with senior client management on a regular basis to execute transactions, providing market updates and advice; preparing marketing materials for purpose of business origination; and providing guidance and supervision to Analysts.
Qualifications:
Minimum education required: Master’s degree or the equivalent in Business Administration, Finance or related field.
Minimum experience required: 1 year of experience in Investment Banking or related experience.
Skills required: Must have experience with quantitative analysis and financial modeling, including discounted cash flows, dividend discount, leveraged buyouts and merger consequences; financial statement analysis; must have strong communication and business writing skills; demonstrated ability to work in cross-functional teams.
Click Here to learn more and apply online Job ID: 070061954
Posted 12/19/2007
Financial Analyst
Citigroup (New York, NY)
IB - Bulge Bracket - General
http://www.citigroup.com/citigroup/homepage/Description:
This role is a new position within the Business Management and Controls area of SB Tech focusing on the financial analysis including actuals vs. plan, headcount forecasts. Build and refine models to optimize business decisions, identify and implement ideas for process improvement and cost reduction.
-Assist in financial analysis, including actuals vs. budgets, variance analysis, expense control and ad hoc analysis
-Report on headcount forecasts and resource management metrics
-Support senior staff with special projects and by providing support to various internal clients
-Identify and validate opportunities to improve internal processes and support to the business and to lead the coordination and implementation of these process improvements, both within the department and cross divisional.
-Ensuring quality, accuracy and availability of critical financial information, such as staffing, forecasts and internal financial controls
Specifications / Qualifications:
-Ability to work independently in a changing environment is key
-Create toolsets and metrics for monitoring and tracking the processes and maintaining control over it.
-Excellent inter-personal, analytical, and problem-solving skills;
-Has the ability to work independently, multi-task, and drive conflict/issue resolution
-Strong collaboration, relationship management, communication and presentation (verbal and written) skills
-Understanding of the financial services business and a strong interest in technology
-Comfortable in a fast-pace environment – can manage tight deadlines or unexpected changes.
Click Here to learn more and apply online Job ID: 07058806
Posted 12/18/2007
Investment Banking Analyst
Bear Stearns (New York, NY)
IB - Bulge Bracket - General
http://www.bearstearns.com/index.htmResponsibilities:
Our Financial Analyst Program is an exciting opportunity to learn the elements of investment banking. This two-year program provides participants with a very intensive, hands-on introduction to investment banking.
Immediately following a comprehensive five-week training program, analysts assume a level of responsibility that ensures in-depth exposure to the dynamics of Wall Street. They work on a number of transactions in a variety of areas. They are responsible for creating financial models, preparing client presentations and conducting research.
Overall, the Financial Analyst Program is designed to help analysts explore alternatives, build helpful relationships and make decisions. They are exposed to a wide variety of talented people as they rapidly develop their business skills.
Qualifications:
We are looking for highly motivated individuals who can adapt imaginatively and effectively to fast-changing assignments. We're also looking for solid quantitative abilities, strong oral and written communication skills, good organizational and time management skills, a high level of initiative and the ability to work as a team member. Although finance and accounting are not prerequisites, candidates should have a familiarity with these disciplines and possess a strong interest in this field.
Click Here to learn more and apply online Job ID: 106220
Posted 12/17/2007
Financial Analyst
HSBC (Bridgewater, NJ)
IB - Bulge Bracket - General
http://www.hsbcusa.com/personal/default.html?WT.svl=100Description:
Research and analyze financial data; prepare summary analyses as assigned. Assist in analysis and interpretation of financial statements and related reports. Prepare reports, graphs and charts of data developed; prepare written presentations of financial analyses ensuring reasoning for conclusions are clearly illustrated. Recommend actions to be taken, as appropriate. Prepare forecasts and analyze Company and/or business units trends. Participate in preparing long-term strategic plans for the Company, as appropriate.
Develop, enhance and monitor pricing models. Analyze and interpret financial impact of alternative decisions on the profitability of product lines and businesses. Assist in special investigations into finance-related issues and/or opportunities. Collect and verify accuracy of information used for financial analyses through internal and external reports, other department personnel and published data. Coordinate with other departments in preparing statistical studies, as appropriate.
Provide financial and technical expertise on projects requiring moderately complex financial analysis. Analyze financial and business results of the Company and its competitors to develop an information base for future managerial action. Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events.Complete other related duties as assigned and support the Company’s Diversity programs.
Click Here to learn more and apply online Requisition ID: 69107
Posted 12/11/2007
Senior Financial Analyst
Bank of America (Charlotte, NC)
IB - Bulge Bracket - General
https://www.bankofamerica.com/index.jspDescription:
This position is in support of Network Services within the GEADS Finance Support Team. Responsibilities include support of annual profit plan, periodic forecasting, financial reporting, monthly close, project analysis, and decision support across the partner's business activities.
Required Skills:
Key qualifications include: undergraduate degree in accounting/finance - CPA or MBA a plus and 5-7 years of accounting/finance experience. The candidate must be able to interact with internal BAC support and finance partners. Strong analytical/organizational skills and the ability to work in a fast paced environment to meet deadlines is important. Excellent Microsoft Office, Essbase and In$ight skills required. Experience with Hyperion and Personal Planning Tool is preferred. Knowledge of Network environment a plus.
Click Here to learn more and apply online Job ID: 0700077475
Posted 12/7/2007
Analyst- Equity CSG
Morgan Stanley (Baltimore, MD)
IB - Bulge Bracket - General
http://www.morganstanley.com/index.htmlJob Description:
Join Morgan Stanley’s Institutional Regional Processing Center in Baltimore, Maryland. We have an exciting opportunity for a dynamic individual on our Equity Operations Team in the Institutional Infrastructure Services Division.
Scope:
Equity Operations provides a challenging, rewarding environment for supporting complex processes and forging strong working relationships within the Institutional Equity businesses from an operational perspective.
Equity Operations are responsible for providing daily operational and related support for Institutional Equity Trading.
Morgan Stanley is looking for highly motivated stand out performing Analysts, Associates, and Managers to join our Baltimore team. Availability to devote several months of cross training time in NY is required.
Responsibilities:
-Daily support activities related to processing Domestic and International Institutional Equity Trading
-Work effectively within team and across functional, geographic and/or product lines.
-Coordinate and communicate with Morgan Stanley key stakeholders
-Establish relationships that position him/her as the person turned to first for issues, advice, and/or solutions
-Tackle problems and issues at their source rather than addressing recurring issues or exceptions on a ‘one-off’ basis
-Share own functional and/or technical expertise with others, instill a culture of excellence that exudes Morgan Stanley’s visions, values of respect for individuals and cultures
-Listen and communicate effectively through verbal and written communications
-Exemplary follow through on commitments
-Maximize opportunities for positive business impact
Skills:
-Bachelors Degree
-Superior aptitude to grasp and utilize a ‘state of the art’ technology platform
-Strong interpersonal, organizational, leadership, and communication skills
-Proven ability to work under pressure in a fast paced multi tasking environment
Click Here to learn more and apply online
Posted 12/04/2007
Investment Banking: Vice President
KPMG Corporate Finance LLC (New York, NY)
Other
http://www.dealmaven.com/community/jobs/www.kpmgcorporatefinance.com
KPMG Corporate Finance LLC is seeking an energetic candidate to fill a Vice President position in its Special Situations investment banking practice located in New York, New York Qualifications will include:
• 3-5 years of investment banking experience in the distressed M&A sector.
• Familiarity with the general Chapter 11 bankruptcy process.
• Familiarity with the universe of distressed investment funds.
• Demonstrated ability to interact with corporate clients, debtors and creditors’ committees and their counsel.
• Proficiency with relevant financial research tools.
• Very strong written and verbal communication skills.
• Superior financial modeling skills of underperforming companies.
• Strong research and financial analysis skills.
• High level of motivation, commitment, and dedication.
• Proactive mindset with a desire to advance.
• MBA, preferably with a Finance concentration.
Responsibilities will include:
• Being an integral part of the deal execution team from pitch to closing.
• Supervising junior professionals on a transaction execution team.
• Writing and preparing transaction related documentation and marketing materials (e.g., information memoranda, pitch books, corporate profiles, market data/analyses, etc.).
• Researching and contacting potential financial and strategic buyers.
• Analyzing offers and participating in negotiations.
• In-depth company and industry research supporting specific client engagements and marketing opportunities.
• Financial modeling, including valuation assessments
Interested candidates should send a RESUME and COVER LETTER via fax (410-558-6861) or e-mail (US-CorpFinRecruit@kpmg.com; with “VICE-PRESIDENT - New York” in the subject line) by December 7, 2007. No phone calls or agencies please. Excellent benefits package including a 401k plan with match. We are an equal opportunity employer, m/f/d/v.
Posted 11/26/2007
Senior Quantitative Finance Analyst
Bank of America (San Francisco, CA)
IB - Bulge Bracket - General
https://www.bankofamerica.com/index.jspDescription:
The group develops the models that calculate the risk capital required by all Bank activities. A Senior Quantitative Finance Analyst on the consumer team is responsible for leading projects to build predictive statistical models and several projects related to the new Basel II regulatory capital regime. In addition, the Senior QFA will be a consultant to business units evaluating the risk of consumer products.
Required Skills:
-Experience leading project team
-Deep understanding of quantitative models and applying quantitative methods to finance and banking
-Strong understanding of portfolio theory, micro- and macroeconomic concepts
Desired Skills:
-Adept at SAS, SQL and working with large databases, particularly in the development of models or analytic processes
-Experience writing technical documentation
Click Here to learn more and apply online Job ID: 0700063744
Posted 11/25/2007
Research Analyst, Utilities
Lehman Brothers (New York, NY)
IB - Bulge Bracket - General
http://www.lehman.com/Responsibilities:
-Build and maintain financial models; develop new models as needed
-Review business/trade publications, annual reports, financial filings and other sources to gather/synthesize/interpret data on companies followed by the senior ANALYST
-Write and publish research reports based on senior ANALYST's investment theses
-Develop marketing materials for clients
-Communicate recommendations of securities on behalf of senior ANALYST to sales force and clients when senior ANALYST is unavailable
-Meet with management teams of companies in sector and attend industry conferences where applicable
Requirements:
-Strong academic background required: MBA/CFA preferred with two or more years related business experience.
-Experience in the utilities industry strongly preferred.
-Regulatory experience a plus.
-Excellent written and verbal skills required vSolid understanding of business modeling and accounting principals
-Demonstrated ability to work in a time sensitive environment
-Ability to multi-task with strong attention to detail
-Excellent PC skills, especially advanced knowledge of Excel, Word and PowerPoint
-Series 7, 63, 86, and 87 required - successful completion will be required shortly after employment begins
Click Here to learn more and apply online
Posted 11/23/2007
Investment Banking Associate, Technology
Thomas Weisel Partners (New York, NY)
IB - Boutique - General
http://www.tweisel.com/twpds?__fwdtourl__=/careers/careers.jspSummary:
Thomas Weisel Partners (TWP) is looking to an associate for its Technology Group in its New York office. The incumbent will be primarily responsible for acting as the keystone of project teams within the technology group, serving as a project manager taking guidance from senior bankers and managing and mentoring financial analysts.
We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with the analytical rigor of larger “bulge bracket” banks. As such, our associates are allowed to develop an industry coverage expertise in a selected growth sector while also refining their corporate finance knowledge and deal execution skills.
Position Responsibilities:
-Work on multiple projects and transactions at any given time.
-Work closely with senior level bankers and play a critical role as the project manager on most teams.
-Involved in both corporate finance and merger and acquisitions projects.
-Manage the analytical product created for clients.
-Manage the deal process from origination to execution.
-Analyze data and present conclusions.
-Analyze companies’ financial and operational performance.
-Build financial models depicting a company’s historical and future results.
-Write offering memorandums describing a company’s strategy and growth prospects.
-Help clients achieve their financial and strategic objectives.
-Build a strong network of contacts in the banking, private equity and emerging growth corporate communities.
-Gain exposure to how company management teams and board of directors make strategic and financial decisions.
-Over time, associates are expected to develop an industry or product expertise.
Requirements/skills:
-Undergraduate degree
-Significant exposure to the public financing and M&A transaction analytics and processes.
-3 to 5 years of investment banking experience both as a financial analyst and as an associate.
-Strong ability to work in an entrepreneurial culture.
-An interest in the technology sector, with previous technology investment banking experience preferred.
Click Here to learn more and apply online Job Code: IB Assoc, Tech
Posted 11/20/2007
Finance Sr Analyst
Wachovia (Charlotte,NC)
IB - Bulge Bracket - General
http://www.wachovia.com/corp_inst/0,,,00.htmlRESPONSIBILITIES:
Provide financial support for the Technology Delivery Services group within Technology Services. Gather, organize and analyze actual financial results, unit cost trends and preparation of multi-month financial forecasts along with presentation and review with the Technology Managers. Position will conduct research, perform in-depth analysis, and evaluate issues from multiple perspectives. Partner and consult with division personnel and leadership to facilitate project forecasting, financial tracking, communication and completion. Act in lead role in identifying, defining and seeking solution to issues, as well as, risks and sensitivities. Additionally, conduct assignments including the development or enhancement of cost allocation methodologies and the identification of operational efficiencies and improvements. Monthly analysis will also include the cost allocation methodologies including volume and expense reporting of results and issues with Technology Managers, Business Units Finance Teams and members of Technology Services Finance.
REQUIREMENTS:
Degree in Business, Accounting or Finance with a minimum of 3 years of financial services and/or IT infrastructure experience with budgeting/forecasting, financial modeling/planning, decision support or cost accounting. Strong analytical skills. Strong PC skills including Microsoft Office and Hyperion Planning and Essbase. Communication and presentation skills commensurate with presenting, defending and supporting numbers and decisions to senior management. Knowledge of internal reporting methodology, banking products and functions. Business line specific knowledge and skills. Individual will need to be self motivated, learn quickly, have good problem solving skills and be able to work as a member of a team and also independently as needed. Mon - Fri, 8:00 AM - 5:00 PM.
Click Here to learn more and apply online Job Requisition Number: 214151
Posted 11/19/2007
Financial Analyst
KPMG (Montvale, NJ)
Acct - Accounting
http://www.us.kpmg.com/Responsibilities:
-Analyze financial and operational results versus forecast and plan, investigate significant variances, and communicate findings to the practice leaders
-Interact with leadership to develop long-term business and profit plans
-Monitor investments and past due receivables
-Perform data mining
Qualifications:
-Three years of experience in a large corporate environment analyzing financial statements and budgets
-Bachelor’s degree in Accounting or Finance from an accredited college/university or equivalent work experience
-Strong analytical skills
-Proficient in Microsoft Office Suite, including Access, Excel, and PowerPoint
-Experience with Hyperion HFM and Business Objectives
Click Here to learn more and apply online Requisition Number: 16294
Posted 11/13/2007
Research Analyst Mining
Credit Suisse (Toronto, ON)
IB - Bulge Bracket - General
http://www.credit-suisse.com/us/en/Position Description:
We are seeking a Research Associate in the Equities Research Department of Credit Suisse Securities (Canada) Inc. to support our Mining team. The associate will support the work of an established analyst covering selected mining and resource related companies. The associate will be based in the Toronto, Ontario office of Credit Suisse.
Key Responsibilities:
On a day-to-day basis, the Research Associate will be responsible for a number of activities, including:
-building and maintaining various excel related database;
-building and maintaining selected financial models;
-aiding the analyst in the formulation of investment ideas;
-assisting the analyst in the production of research product;
-contributing to the writing of selected research product both locally and globally;
-monitoring news and events that may have an impact on the coverage universe;
-communicating with the analyst and, when necessary, the sales and trading desks; and,
-as authorized by the analyst, tending to client requests.
Experience and Skills Required/Desired:
We are seeking candidates with a diverse set of skills, including: (a) a passion and appreciation of equity markets; (b) strong understanding of financial modeling; (c) a meaningful comprehension of accounting; (d) an ability to communicate effectively verbally and in writing; and, (e) an ability to work in a fast paced environment.
Those with a mining engineering or geology background with relevant academic financial training and work experience will be preferred.
Click Here to learn more and apply online
Posted 11/12/2007
Sr Quantitative Fin Analyst
Bank of America (Wilmington, Delaware)
IB - Bulge Bracket - General
https://www.bankofamerica.com/index.jspDescription:
This position is responsible in developing enterprise risk data sourcing and reporting infrastructure strategies covering credit card, home equity, 1st mortgage, and/or small business portfolios. Specific responsibilities include:
-Drive business requirements supporting consumer portfolio credit performance monitoring; risk key indicator evaluation, credit loss and revenue forecast, risk reward portfolio optimization, and credit review process.
-Conduct analytics on defining and validating key drivers behind changes in portfolio risk-reward tradeoff dynamics.
-Assist enterprise quantitative modeling team in formulating performance metrics for segmentation and simulation modeling processes.
-Work closely with LOB and enterprise risk management teams to agree upon portfolio segmentation scheme, identifying critical gaps, and providing innovative as well as practical technical solutions.
-Develop data souring strategies incorporating LOB risk management operation practice needs with enterprise reporting framework.
-Define, design, and execute user acceptance testing plan.
-Support comprehensive auditing and data quality governance process.
-Serve as subject matter expert as well as liaison for LOB and enterprise risk teams in promoting and influencing the adoption and application of the centralized enterprise data sourcing strategy.
Qualifications:
-MS in Finance, Economics, Engineering, Mathematics, or Statistics
-Proven analytical and problem solving skills
-Strong verbal and written communication skills
-8+ years consumer risk management experience focusing in underwriting strategy development, credit performance monitoring, and return on investment evaluations
-Extensive knowledge in portfolio credit loss and revenue forecast modeling process
-In-depth experience in statistical model building process
-Experience in business strategic planning process
-Proficient in SAS programming language
-Extensive experience in financial and risk reporting
-In-depth knowledge and experience in data extractions
-Familiarity in Unix operating system
Click Here to learn more and apply online Job ID: 0700071389
Posted 11/6/2007
Fixed Income Analyst
Bear Stearns (New York, NY)
IB - Bulge Bracket - General
http://www.bearstearns.com/index.htmResponsibilities:
In the Fixed Income Division, analysts may be placed into one of many departments, including:
-Financial Analytics & Structured Transactions (F.A.S.T.)
-Research & Strategy
-Mortgage Origination, Securitization and/or Banking
-Credit Derivatives Structuring & Marketing
-Emerging Markets
-Public Finance
The F.A.S.T., Research, Mortgage and Credit Derivatives Structuring & Marketing departments act as training platforms for analysts interested in career in Fixed Income.
Qualifications:
The pace in our Fixed Income Division requires quick and informed thinking, the ability to withstand the rigors of working extended hours and the individual's desire to work in a demanding environment. We look for highly motivated, self-confident individuals who have demonstrated flexibility and variety in their backgrounds. We search for candidates with outstanding academic records, involvement in extracurricular activities or outside employment, the ability to work well with others, strong oral and written communication skills, attention to detail and a concern for accuracy. No specific academic major is a prerequisite; however, a candidate must be comfortable with financial and mathematical concepts. Candidates interested in this program should possess exceptional analytical and quantitative skills as well.
Click Here to learn more and apply online Job ID: 106184
Posted 10/29/2007
Financial Analyst
Citigroup (New York, NY)
IB - Bulge Bracket - General
http://www.citigroup.com/citigroup/homepage/Description:
Financial Analyst - Flash reporting, forecasting and planning, executive management reporting, back-up database manager. Need to interact and communicate with various CFO's within the Commercial Business Group organization and help develop an aggregated results for the organization. Also need to interact with Sector management and communicate monthly performance metrics.
Specifications / Qualifications:
-Bachelors degree in Finance
-Essbase database management experience
-One year experience preferably with a financial institution
-Excel, Word, Powerpoint
-Excellent communication skills
Click Here to learn more and apply online Job ID: 07037406
Posted 10/25/2007
Business Valuation Manager
Deloitte & Touche (Los Angeles, CA)
Acct - Accounting
http://www.deloitte.com/Job Description:
We are seeking qualified candidates to join the Intangible Asset Valuation Services practice. Our Valuation Services practice has the ability to leverage a vast network of professionals in the U.S. through Deloitte FAS and the other Deloitte U.S. entities, and abroad through the Deloitte Touche Tohmatsu (DTT) member firms and their affiliates. We possess seamless delivery capabilities, deep financial and valuation-related accounting acumen and robust industry experience Our professionals help companies identify measure and articulate the value of their assets by providing independent and well-supported valuations. We help clients to properly quantify and articulate values for financial reporting, taxation, transaction, financing, litigation, and strategic management purposes. We understand the requirements associated with the development of value conclusions under GAAP, tax, and regulatory rules that allow companies to understand the value of an entity, asset, or liability so they can make informed business and investment decisions.
Intangible Asset Valuation employs systematic and well-established approaches to identify and value various categories of intangible assets. Categories of intangible assets include, among others, marketing, technology, relationship-related intangible assets and contractual intellectual property.
-5+ years of technical and financial advisory related experience
-Demonstrated experience with managing of day to day aspects of client relationships and projects. Will have responsibility for quality of client deliverables, mentor and develop staff and senior associates, develop client network, and support efforts in developing and executing sales and marketing strategies
-A strong finance background required
-Experience in professional services firm preferred
-Bachelor's degree required
-MBA preferred
-CFA a plus
Click Here to learn more and apply online Reference Code: E08LOSFSRMEJ090-VA
Posted 10/23/2007
Research Associate - Autos, Aerospace
Scotia Bank (Toronto, Ontario)
IB - Bulge Bracket - General
http://www.scotiabank.com/cda/index/0,,LIDen_SID35,00.htmlJob Description:
The Research Associates play an integral role in the Equity Research Department by providing crucial assistance to our Equity Research Analysts. Individuals in this role are learning and developing the techniques and skills necessary for investment analysis and research of securities. The Research Associate works closely with the Research Analyst to develop financial forecasts and provide recommendations on particular stocks. Associates typically gain an in-depth understanding of the financial and operational issues within a particular sector, gaining valuable skills, knowledge, and relationships.
Key accountabilities for this role :
-Build company models leading to financial forecasts, earnings estimates, ratings and target prices
-Maintenance of existing industry databases and company-specific spreadsheets
-Assist in generating research publications and morning comments, including writing
-Generate tables and graphs
-Handle enquiries from institutional investors
-Primary research from industry and financial sources.
-Liaise with sales, trading and other areas of the firm
-Interact with senior executives at companies within the analyst's coverage universe
-Prepare marketing presentations
Qualifications:
-One to three years of work experience in a related sector would be an asset
-Strong accounting, financial modeling, technical and writing skills
-Excellent spread sheeting and graphing skills.
-Ability to perform under pressure and meet time-sensitive deadlines, sometimes for extended periods of time
-Self-motivated, hardworking and detail-oriented
Click Here to learn more and apply online Job Req#: 52785
Posted 10/22/2007
Analyst - IB Coverage
JP Morgan Chase (Los Angeles, CA)
IB - Bulge Bracket - General
http://www.jpmorgan.com/pages/jpmorganDescription:
The JPMorgan Investment Banking group in Los Angeles is seeking two analysts to join the team. Currently, there are 10 members in the group, including 2 MDs and 2 VPs. As a Corporate Finance Analyst, you will focus on servicing clients in the western region within several industries including consumer, healthcare, retail, industrials, natural resources and real estate. You will work as part of a team on projects involving various financial products, including equity, debt and M&A. Analysts and Associates in the group are responsible for monitoring and evaluating current events, valuation and other financial information on the clients of the group. You will create, maintain and review financial models and analysis, and assist in creation of company profiles and other presentations.
Qualifications:
-The ideal candidates for the positions will possess:
-At least one year of investment banking experience and ability to demonstrate the following analytical skills:
-Extensive experience modeling, including LBO, accretion dilution and DCF models;
- Trading and transaction comps;
-Basic accounting skills;
-Excellent Excel and PowerPoint skills;
-Ability to conduct thorough, independent research;
-Strong organizational skills; and
-Ability to focus on the details without losing site of the big picture
Click Here to learn more and apply online Job ID: 070020472
Posted 10/10/2007
Senior Analyst, Global Wealth Management Strategy
Merrill Lynch (New York, NY)
IB - Bulge Bracket - General
http://www.ml.com/Job Responsibilities:
-The successful candidate will be given the opportunity to:
-Fully participate in the GWM Strategy effort, including working on a very wide range of subject matters spanning all business initiatives in GWM by designing and implementing analyses to support development of strategy
-Obtain a high level of exposure to senior management through preparing and delivering analysis and advice on mission-critical topics
-Assist in evaluating geographic and business expansion options to support transformational revenue growth
-Participation in the origination and execution of strategic transactions
-Build broad and trusted relationships with business leaders across Merrill Lynch
Qualifications:
The successful candidate possesses the following credentials:
-At least 3 years relevant work experience either in strategy or management consulting, investment banking, private equity or careers where a similar skill set is developed and demonstrated
-Experience within the financial services sector
-A strong academic record with a recommended concentration in finance, accounting and/or economics, or quantitative disciplines such as engineering, computer science or mathematics
-Graduate degree beneficial
-Excellent presentation and communication skills, both written and oral
-Strong analytical skills
-The ability to thrive in a team oriented, values conscious environment that respects each individuals input and opinion
-Ability to comfortably interact with business clients and senior management
-Entrepreneurial initiative, determination and energy to contribute, coupled with a commitment to the highest quality standards and attention to detail
-Ability to gather information from a broad range of resources to support analysis
Click Here to learn more and apply online Job: IRC62003
Posted 10/7/2007
Research Associate, Semiconductor
Lehman Brothers (New York, NY)
IB - Bulge Bracket - General
http://www.lehman.com/Responsibilities:
-Build and maintain financial models; develop new models as needed
-Review business/trade publications, annual reports, financial filings and other sources to gather/synthesize/interpret data on companies followed by the senior analyst
-Write and publish research reports based on senior analyst's investment theses
-Develop marketing materials for clients
-Communicate recommendations of securities on behalf of senior analyst to sales force and clients when senior analyst is unavailable
-Meet with management teams of companies in sector and attend industry conferences where applicable
Requirements:
-Strong academic background required: MBA/CFA preferred with two or more years related business experience.
-Experience in the front end Semiconductor Capital Equipment industry required
-Technology background a plus.
-Excellent written and verbal skills required
-Solid understanding of business modeling and accounting principals
-Demonstrated ability to work in a time sensitive environment
-Ability to multi-task with strong attention to detail
-Excellent PC skills, especially advanced knowledge of Excel, Word and PowerPoint
-Series 7, 63, 86, and 87 required - successful completion will be required shortly after employment begins
Click Here to learn more and apply online
Posted 10/02/2007
Associate
Bond Street Group (Palm Springs, FL)
IB - Boutique - General
http://www.bondstreetgroup.com/index.htmThis company is a boutique investment banking and strategic advisory firm focused on the logistics and supply chain industry. Their client list includes a roster of top firms, including UPS, DHL, NFI, USCO/Kuehne & Nagel, PWC Logistics, Nations Express, Warburg Pincus, GTCR and others. In their targeted sector, this team is considered the best at what they do. We are seeking to recruit an Associate with the same attitude, ability and drive.
Responsibilities will include:
•Sell-side investment banking assignments -- write memoranda, build financial models, identify potential buyers, help manage the M&A and due diligence process, and drive successful deals
•Buy-side investment banking assignments -- identify acquisition candidates that fit the buyers' strategy, qualify potential targets, build financial models, help manage the M&A and due diligence process, and drive successful deals
•Strategy consulting assignments -- execute engagements such as market attractiveness assessments (market sizes, segments, growth rates, trends, and implications), new business launches, and other strategy projects •New business development, intellectual property creation, and other practice-building opportunities as appropriate
Requirements:
•2-5 years of investment banking or strategy consulting, with a significant focus on mergers and acquisitions
•Experience in the transportation and logistics sector a plus but not a requirement
Interested parties should contact afjobs@bondstreetgroup.com
Posted 10/1/2007 4:27:07 PM
Sr. Associate (ASO) Investment Banking
Credit Suisse (New York, NY)
IB - Bulge Bracket - General
http://www.credit-suisse.com/us/en/Description:
Our Investment Bank Industry Coverage Groups are responsible for developing and maintaining key client relationships. They provide corporate advisory services, including structuring, executing and managing a variety of investment banking transactions such as M&A deals, initial public offerings, corporate restructurings and debt offerings.
We are currently seeking Senior Associates for our Industry Coverage groups within the Investment Banking Division. Senior Associates play key roles on deal teams, working closely with Analysts, Vice Presidents, and senior bankers to execute transactions.
Specific duties include:
-Manage and execute strategic and capital transaction processes, including oversight of junior team members;
-Perform and review financial and business valuation analyses;
-Prepare client presentation and transaction marketing materials;
-Research and analyze capital market conditions;
-Oversee and direct due diligence on mergers, acquisitions and divestitures;
-Review of legal documentation related to strategic and financial transactions.
Qualifications:
-MBA or equivalent degree plus 2-3 years of investment banking, private equity or similar experience
-Strong analytical and financial modeling skills; a strong foundation in accounting and finance
-Superior oral and written communication skills
-Ability to manage multiple projects and meet tight deadlines
-A strong desire to work in a dynamic, team-oriented environment, and to deliver the highest quality work product to clients
Click Here to learn more and apply online
Posted 9/26/2007
Analyst - Investment Banking, C+L Group
BMO Capital Markets (Chicago, IL)
IB - Bulge Bracket - General
http://www.bmocm.com/default.aspxJob Description:
BMO Capital Markets is looking for Analysts to work within the Commercial & Industrial sector of the Investment and Corporate Banking group. Analysts will gain exposure to a number of industries, as well as a variety of financial products, such as public and private debt and equity financings, mergers and acquisitions and financial advisory. Analysts play a critical role in the transaction team, with such responsibilities as: running valuation analyses; performing complex financial modeling; conducting industry and company research and analysis; developing client presentations; developing writing internal and external marketing memoranda; and performing other tasks supporting client relationships and relationship development.
Specific Responsibilities:
-Support Managing Directors, Directors and Vice Presidents in developing financial solutions for clients and prospects.
-Generate new acquisition ideas, capital structures and financing initiatives for clients within a designated industry.
-Work closely with product groups to offer clients industry and product expertise, in Mergers and Acquisitions, Equity Capital Market and Debt Capital Markets.
-Generate and update pitch books for meetings with clients.
-Update and build accompanying financial models.
- Perform valuation metrics including: capital markets updates.
-Complete comparable company analysis and discounted cash flow analysis.
Job Requirements:
-Superior analytical and quantitative skills (i.e. financial and data analysis);
-Excellent written and oral communication skills,
-Knowledge of business, economics and/or finance acquired through education and/or work experience;
-Strong technical/computer skills to utilize financial modeling tools and resources;
-The ability to work within a demanding and dynamic team environment;
-A proven academic track record.
-Detail-oriented, with the ability to manage multiple, concurrent projects;
Click Here to learn more and apply online Job ID: 31604
Posted 9/25/2007
Analyst, Industry Programs
Deloitte & Touche (New York, NY)
Acct - Accounting
http://www.deloitte.com/Job Description:
Deloitte Services LP (“Deloitte Services”) has an opening for an Analyst to support the US Industry Practices programs. The US Industry Practices group develops the overall strategy and manages the go-to market activities of Deloitte & Touche USA LLP's industry groups (e.g., Financial Services, Consumer Business, etc.). The Industry Programs Analyst will support the design and implementation of the US Industry Practices’ strategic and tactical agenda across the Firm. This position will be located in either our New York or Chicago offices.
Duties and Responsibilities:
-Provide presentation support and assist the group with overall meeting preparation (firm leadership meetings, national industry leadership meetings, internal group meetings, etc .)
-Document results from leadership meetings and follow-up on progress on action items
-Gather and summarize performance metrics to support mid-year and year-end performance evaluations of National Industry leadership
-Support client industry classification process, including researching client industry classifications and facilitating resolution of challenges between industries
-Generate and analyze wins and opportunities reports, as required
-Maintain Industry organization charts including leadership and direct/indirect support personnel
-Provide project management support for the National Industry Operations Team, including maintaining workplan, and preparing materials for weekly team call
-Create and maintain analytical models and reports, as required
-2-3 plus years of prior relevant experience in a professional services environment, strategic planning, or investment banking analyst program
-Good project management skills; able to work independently under pressure, and on multiple assignments, while maintaining top quality deliverables
-Ability to persuasively communicate ideas to colleagues and leadership
-Strong analytical and problem-solving skills leading to practical application
-Able to synthesize large sets of data and integrate into meaningful analysis
-Strong research and presentation skills
-Strong, demonstrable written and verbal skills
-Knowledge and experience with on-line data services
-Excellent Microsoft Office skills (Excel, Power Point, Word, Access, and MS Project)
-Bachelor's degree required
Click Here to learn more and apply online Reference Code: E08NYCSASCAH028-CLL4
Posted 9/24/2007
Equity Research Associate
Bear Stearns (New York, NY)
IB - Bulge Bracket - General
http://www.bearstearns.com/index.htmResponsibilities:
What makes a great Equity Research associate? Curiosity, a creative way of thinking, and a keen eye for changing trends and emerging opportunities. Each Equity Research associate at Bear Stearns works in a team dedicated to a specific industry. These groups provide a steady stream of analysis and ideas to the sales force and to the firm's investing clients. In short, the Equity Research Department's mandate is to know industries and companies better than anyone else.
Equity Research associates begin their careers with a program that brings together new associates from across the firm for general orientation and training. This program aims to help new associates understand how they fit into Bear Stearns, as well as teach them the fundamentals of the brokerage industry. A review for the Series 7 examination is also part of this initial orientation. Equity Research associates then begin working in their designated areas. The Equity Research Department offers frequent training programs to ensure that associates continuously develop valuation, accounting, writing and presentation skills.
The Equity Research Department has a unique culture that infuses budding associates with a strong entrepreneurial spirit and supports their developing talents. Research associates work intimately with the top analysts in their fields, who guide them through the intricacies of specific industries and sectors. Additionally, informal lunch meetings held throughout the year offer associates the opportunity to grow, advance and network outside their fields of expertise. The department has a long track record of promoting the most talented and creative research associates from within the ranks and allowing them to launch coverage of their own industry segments; accordingly, Bear Stearns has the highest proportion of "home-grown" analysts on the Street.
Qualifications:
Equity Research associate candidates should have a graduate degree in business, a background in finance, and an understanding of accounting. Previous research experience is not required. Candidates must have a strong desire to take advantage of the unique entrepreneurial environment of Bear Stearns.
Click Here to learn more and apply online Job ID# 106175
Posted 9/17/2007
Financial Analyst
Citigroup (San Antonio, TX)
IB - Bulge Bracket - General
http://www.citigroup.com/citigroup/homepage/Description:
-Support department management in planning and financial control.
-Provide financial decision making support for the business through capacity planning, financial analysis, strategic planning, budgeting and support month end close process.
-Upload, tie out and reconcile multiple financial systems with input from multiple Citigroup business partners.
-Develop forecasts and other analytical tools used in assisting management with budget decisions and to support higher level financial control or business managers.
-Complete monthly accruals and maintain accurate financial databases for forecast reporting.
-Monitor actual budget performance against plan, identify areas of opportunity/risk, consolidate monthly financial results for a business or group of businesses within the organization.
Qualifications:
-BS/BA in related field
-2-5 years finance/accounting experience
-Understanding of operations dynamics
-Demonstrated strategic planning and project management skills
-Excellent spreadsheet and presentation skills
-Ability to model business proposals
-Detail oriented
-Must possess strong communication skills
Click Here to learn more and apply online Job ID: 07022376
Posted 9/17/2007
Financial Analyst - Derivatives
UBS (Stamford, CT)
IB - Bulge Bracket - General
http://www.ubs.com/1/e/index.htmlResponsibilities:
-Client reporting and analysis of P&L, costs, and key statistics generated from the activity of the Equities Derivatives and Proprietary businesses. Specifics include but are not limited to:
-Preparation of the daily Derivatives P&L by Stream Report.
-Institutional Client P&L by Sales Trader.
-Institutional P&L by Underlying by Trader, by Client by Trader, by Client by Underlying.
-Sales Metrics
-Preparation of monthly Management Packs.
-Trend analysis.
-Contra Revenue and Direct Cost analysis.
-Financial modelling, forecasting and budgeting of future business performance using key business drivers and performance metrics.
-Development of meaningful metrics to help measure and manage the Equities business.
-Recommending ways to improve information flow and P&L reporting.
Qualifications:
-A four year bachelor's degree or international equivalent
-5+ years of accounting/ financial analysis experience.
-Undergraduate Degree in Accounting, Finance or Economics
-Knowledge of Microsoft Excel.
Click Here to learn more and apply online Job Reference # 27121BR
Posted 9/17/2007
Investment Banking Analyst
Healthios, Inc. (Northbrook, IL)
IB - Boutique - M&A Advisory
http://www.healthios.com/We have an immediate opening for a third year Investment Banking Analyst. Analysts work on a variety of buy and sell-side M&A assignments, institutional capital raises, and strategy consulting engagements for the leading companies and investors in healthcare. Requirements: Applicants should have a Bachelor’s degree from a top-rated University. Outstanding level of academic achievement with strong communication skills. Completion of a corporate finance training program 2+ years of experience in corporate finance experience in bulge bracket 2+ investment bank Strong analytical and financial acumen, outstanding modeling skills and solid business judgment. Self-motivation with a strong work ethic, attention to detail and willingness to work long hours. Excellent organizational, interpersonal, writing and presentation skills. Creativity, insight, and resourcefulness. The ability to function independently and as a part of a team. Desire to return to Chicago Duties: Analyze financial and operating information relating to companies and industries. Perform quantitative and qualitative analysis and identify key industry trends, competitive factors and target companies within favored industries. Build detailed models to evaluate projected financial results and value companies. Develop client presentations and marketing memoranda. Support business development effort.
To apply please send cover letter and resume to Colleen Rundall - crundall@healthios.com
Posted 9/13/2007 9:14:53 AM
CIB ECM Equity Res. Assoc.
Wachovia (New York, NY)
IB - Bulge Bracket - General
http://www.wachovia.com/corp_inst/0,,,00.htmlRESPONSIBILITIES:
In this position you will partner with a Senior Analyst and their team covering the Hardline/Broadline Retailing sector, based in New York. Specific responsibilities include creating, updating, and maintaining complex financial models, writing company and industry reports, attending industry conferences, conducting fundamental research and communicating with clients, internal sales people and senior management.
REQUIREMENTS:
You will be degree qualified with at least 2-3 years sell side or buy side research experience. MBA, CPA and/or CFA is a plus. You will have superior financial accounting skills and the aptitude to perform complex financial analysis, modelling and spreadsheet management. You will possess demonstrable writing skills particularly relative to this sector and strong presentation skills. You will be proactive, team oriented, attentive to detail and possess creative problem solving skills. You must be passionate about the research/investment process. Proficiency in Microsoft Word and Excel is required
Click Here to learn more and apply online Job Requisition Number: 198889
Posted 9/9/2007
Associate - Debt Capital Markets
BMO Capital Markets (New York, NY)
IB - Bulge Bracket - General
http://www.bmocm.com/default.aspxJob Description:
The Debt Capital Markets Group advises clients on optimal financing solutions for acquisitions, recapitalizations and capital expansions. The Associate will work on transaction teams to support senior professionals on a variety of corporate finance assignments including high yield, investment grade, bank loans, private placement debt and private equity transactions. Specific tasks include financial modeling and analysis, company valuation, company and industry research, preparation of security offerings and presentation materials, and database management. Associates in Debt Capital Markets play a key role within the deal team and will benefit from:
-Exposure to a broad range of industries.
-Experience with many individual companies, both publicly and privately owned, including numerous financings for private equity sponsors.
-Clear understanding of BMO’s role as an Arranger, to obtain the most attractive financing available for our issuer (borrower) clients.
-Participation in the execution side of the business, as we analyze, structure, negotiate, document, and close financings.
-Participation in the origination side of the business, as we structure, price, and pitch financings and our present BMO’s capabilities.
-Broad exposure to senior management across industry sectors.
Responsibilities include:
-Key role in structuring and underwriting/arranging new client finance opportunities;
-Preparing and participating in pitches;
-Constructing term sheets;
-Providing guidance on financial modeling and analysis to analysts,
-Conducting due diligence,
Job Requirements:
-Minimum of three plus years of relevant investment and corporate banking experience;
-outstanding academic achievement;
-demonstrated success within investment and corporate banking;
-demonstrated quantitative analytic skills;
-highly developed written and oral communication skills;
-knowledge of capital markets and investment banking products;
Click Here to learn more and apply online Job ID: 29137
Posted 9/9/2007
Senior Research Analyst
Bank of America (Charlotte, NC)
IB - Bulge Bracket - General
https://www.bankofamerica.com/index.jspResponsibilities:
-Provide internal research coverage for designated companies and sectors including tracking news, activities, and financial performance.
-Apprise traders and broader team of company and sector performance and trends.
-Routinely and proactively make convicted investment recommendations.
-Develop and maintain tools and reports used to convey key information on designated companies or sectors and on securities within the Corporate Investment Group equity and credit portfolio.
-Respond to ad-hoc requests for research.
-Collaborate with other Corporate Investment Group teammates and Quantitative Finance and Corporate Research to improve the quality of information output.
Qualifications:
-Specific Technical and Leadership Skills or Competencies Required
-MUST have responsibility for Equity Research in present role to be considered; preferably more than three years experience, preferably in Financials, Consumer Discretionary or Materials experience or related companies.
-In depth knowledge of financial reports (balance sheet, income statement, cash flow statement), financial metrics (financial ratios, value measures) and valuation techniques.
-Familiarity with financial databases and vendors such as Bloomberg, FactSet, Capital IQ, Starmine, MSCI/Barra.
-Experience writing company profiles and forecasting stock and bond performance.
-College Degree required and an Advanced degree is preferred. CFA Designation preferred but not required.
Click Here to learn more and apply online Job ID: 0700030106
Posted 9/9/2007
Sr Analyst, Corporate Financial Analysis
Scotia Bank (Toronto, Ontario)
IB - Bulge Bracket - General
http://www.scotiabank.com/cda/index/0,,LIDen_SID35,00.htmlJob Description:
The Corporate Financial Analysis unit is responsible for the analysis of the Bank's financial performance at both the All Bank and Business Line level. As the Senior Analyst, you will have the following key accountabilities:
-Analyze quarterly financial results, communicate results to executive management, evaluate business line performance, identify emerging business issues, and prepare recommendations for executive management.
-Review divisional Profit Plans and make recommendations.
-Undertake projects and respond to Executive requests on a wide range of topics.
Qualifications:
-To be successful in this role you will demonstrate the following:
-Strong analytical skills.
-Thorough understanding of financial and management accounting principles.
-Strong PC skills, with the ability to design and utilize complex spreadsheets.
-Good communication skills (both verbal and written).5.Ability to work independently, quickly, accurately, and to multitask to meet tight deadlines.
Click Here to learn more and apply online Job Req#: 47956
Posted 8/14/2007
Research Analyst-Consulting Services Group
Bank of America (Boston, MA)
IB - Bulge Bracket - General
https://www.bankofamerica.com/index.jspJob Description:
The Quantitative Research Analyst role in IPG Research is to assist the Quantitative Specialist in the development of tools and techniques. IPG Research conducts quantitative and qualitative research on investment managers (mutual funds and separate account vehicles), capital markets, and other related projects. The team covers all traditional asset classes, domestic and international equity and fixed income. These teams are responsible for the initial and ongoing due diligence on investment managers, recommendations thereof, and the overall integrity of the departments investment manager rosters and portfolio models.
Required Skills:
-B.A. in Finance or M.I.S.
-Preference for MBA, CFA, or CIMA
-Two to four years of related investment experience
-Track record of teamwork and a positive attitude
-Unquestioned level of integrity
-Proven communicator, both oral and written
-Strong computer and analytical skills
-Proven expertise with FactSet and FactSet Portfolio Analyzer.
-Preference for familiarity with Mobius M-Search, Effron PSN, Morngingstar Principia Pro, Lipper LANA, MPI, etc.
Click Here to learn more and apply online Job ID# 0700050929
Posted 8/14/2007
Analyst
Merrill Lynch (Toronto, ON)
IB - Bulge Bracket - General
http://www.ml.com/We are looking for a Mid Level Data Analyst, who will be working as part of data governance group within Merrill Lynch Capital Markets and responsible for data management, data analysis & data quality of residential mortgage data. This data is used by various business groups within capital markets.
Job Responsibilities:
-Strong functional knowledge to manage data and perform various data analysis on quality & source of data.
-Develop & maintain DTS packages & SQL queries/stored procedures to extract, manipulate, and/or calculate information.
-Participate as part of data quality management team to define & refine data quality checks & data-exceptions, exception reporting & exception handing processes.
-Take ownership of ongoing data loading/transitioning & verification automated-processes.
-Troubleshoot data issues/exceptions to find root cause and coordinate to get it fixed at the source.
-Issue tracking and development of knowledge mart by documenting root cause analysis, corrective actions & preventive measures of ongoing data quality.
-Develop & maintain data mapping, metadata repository/documentation, design technical data migration, data conversion and data cleaning approaches.
Qualifications:
-BS/BA degree in Business IT, MIS, Computer Science or related field with a strong academic record.
-4+ years of experience with data analysis & data governance
-Strong functional knowledge of residential mortgage (MUST)
-Experience working with MS-SQL Server (expert SQL and DTS developer) (MUST)
-Experience working with Loan Performance, CAS, Intex, SAS. (PREFERRED)
-Strong written and oral communication skills with the ability to convey the process, expectations & needs to the team.
-Able to work independently with minimal supervision on multiple projects & priorities.
-Select motivated and highly focused with ability to drive projects.
Click Here to learn more and apply online Job: IRC57216
Posted 8/14/2007