• Conduct research and execute tactical project work across multiple business areas to support strategic initiatives.
• Prepare professional documents in Word, Excel, and PowerPoint to communicate analyses and recommendations effectively.
• Develop comprehensive financial models to assess the valuation of debt and equity instruments in capital raising transactions.
• Apply modeling techniques to evaluate different financing structures and investment scenarios.
• Perform detailed competitive market landscape analyses to identify key trends and positioning opportunities.
• Gather and interpret data to assess market dynamics and inform client strategies.
• Execute thorough due diligence to verify the accuracy and integrity of financial and operational information.
• Research industry and company-specific factors that influence valuation and transaction outcomes.
• Document findings clearly to support decision-making and regulatory requirements.
• Collaborate with team members to ensure accuracy, consistency, and high-quality deliverables across all project outputs.

Skills: Financial Modeling, Data Analysis, Market Research, Valuation Techniques, Competitive Analysis, Strategic Planning, Due Diligence, Business Communication

• Structure and execute deals by performing financial analysis, due diligence, capital structuring, and preparation of transaction documentation.
• Manage client communications throughout the deal process to ensure transparency and alignment.
• Conduct industry, regulatory, and client research to assess risks, opportunities, and compliance factors.
• Analyze and interpret ESG scores and related sustainability data to inform strategic recommendations.
• Prepare written analyses and reports for both internal and external audiences that clearly present findings and insights.
• Develop professional client presentation materials that effectively communicate financial and strategic recommendations.
• Support business development efforts by maintaining and strengthening client relationships.
• Write marketing memoranda that highlight the firm’s capabilities, recent transactions, and market perspectives.
• Assist in identifying new client opportunities through proactive research and market engagement.
• Perform detailed valuation analyses to determine fair market value and support transaction decision-making.

Skills: Financial Analysis, Due Diligence, Capital Structuring, Client Relationship Management, ESG Analysis, Business Development, Valuation Analysis, Presentation Development

• Support execution, marketing, and coverage activities across multiple industries and financial products.
• Assist in the preparation of client presentations that clearly communicate strategic and financial insights.
• Build detailed financial models incorporating balance sheet, profit and loss, and cash flow forecasts.
• Develop and maintain complex models to evaluate business performance and transaction outcomes.
• Perform valuation analyses using methodologies such as comparable company analysis, precedent transactions, discounted cash flow, and leveraged buyout analysis.
• Contribute to the execution of transactions from initial pitch to final closing, including mergers, acquisitions, divestitures, and capital market engagements.
• Collaborate with senior team members on both public and private transactions across various sectors.
• Research and analyze financial statements, market data, and industry trends to support client recommendations.
• Gather relevant information to identify opportunities and assess potential risks in client engagements.
• Supervise interns and oversee workstreams to ensure accuracy, timeliness, and high-quality deliverables.

Skills: Financial Modeling, Valuation Analysis, Transaction Execution, Market Research, Client Presentation Development, Risk Assessment, Team Collaboration, Leadership

• Create comprehensive financial models to evaluate company performance, capital structure, and transaction scenarios.
• Conduct financial valuations using methods such as discounted cash flow, comparable company, and precedent transaction analysis.
• Develop deep knowledge of the life sciences industry with emphasis on pharma services, diagnostics and tools, and healthcare IT.
• Research industry dynamics, competitive positioning, and company-specific data to support advisory work.
• Interact regularly with clients and senior bankers to discuss analyses, transaction progress, and strategic recommendations.
• Play a key role in drafting and refining transaction materials, including pitch books and confidential information memoranda.
• Contribute to the creation of management presentations that communicate financial and strategic insights effectively.
• Assist in preparing transaction announcements that align with client objectives and firm standards.
• Review all work products meticulously to ensure precision, consistency, and adherence to quality standards.

Skills: Financial Modeling, Valuation Analysis, Industry Research, Client Communication, Transaction Advisory, Presentation Development, Strategic Analysis, Quality Assurance

• Support senior calling officers in sourcing new transactions within the private equity client base through detailed industry and sponsor-specific research.
• Identify and target potential opportunities that align with the firm’s strategic and sector focus.
• Collaborate with industry teams to prepare and deliver pitch materials for both prospective and ongoing deal mandates.
• Assist in executing sponsor-backed transactions by coordinating analyses, documentation, and communication efforts.
• Maintain internal CRM systems, databases, and activity trackers to monitor progress and support relationship management.
• Ensure all client and sponsor data are accurate, up to date, and easily accessible for ongoing initiatives.
• Prepare presentation materials that highlight market insights, transaction ideas, and tailored recommendations.
• Participate in marketing meetings with key clients to present materials and discuss potential opportunities.
• Engage with senior team members and clients to provide timely responses to critical inquiries.

Skills: Financial Modeling, Valuation Techniques, Industry Research, Client Engagement, Transaction Documentation, Strategic Analysis, Presentation Development, Quality Control

• Work collaboratively within one of the firm’s specialized industry verticals to develop deep industry-specific expertise.
• Support the execution of business development initiatives and active investment banking transactions.
• Conduct comprehensive financial analyses to support projects across valuation, financial projections, and peer benchmarking.
• Develop models and analytical frameworks that inform strategic recommendations for clients.
• Prepare high-quality presentation materials, including pitch books, management presentations, and information memoranda.
• Ensure all materials are accurate, visually cohesive, and aligned with the firm’s standards of excellence.
• Coordinate due diligence efforts by gathering, reviewing, and synthesizing relevant financial and operational data.
• Collaborate closely with internal teams and external stakeholders to maintain efficiency and communication throughout each engagement.
• Assist in the evaluation and onboarding of new team members.

Skills: Financial Analysis, Industry Expertise, Business Development, Financial Modeling, Presentation Development, Due Diligence, Team Collaboration, Talent Onboarding

• Research and analyze financial and operational data related to companies and their respective industries to support informed decision-making.
• Conduct detailed due diligence on both new and existing client relationships to assess financial health and business potential.
• Develop and maintain financial models to evaluate company performance, valuation, and strategic positioning.
• Perform valuation analyses using techniques such as discounted cash flow, comparable company, and precedent transaction methodologies.
• Create statistical exhibits and financial trend analyses to be incorporated into client presentations and reports.
• Prepare industry landscape presentations that highlight key competitors, market trends, and growth opportunities.
• Collaborate with teams across multiple product areas to ensure integrated and comprehensive client solutions.
• Coordinate with global colleagues to facilitate seamless transaction execution and information sharing.
• Synthesize research findings into clear, actionable insights for clients and internal stakeholders.

Skills: Financial Analysis, Due Diligence, Valuation Modeling, Market Research, Data Visualization, Client Presentation Development, Cross-Functional Collaboration, Strategic Insight Generation

• Work closely with senior and junior bankers on all aspects of M&A and capital markets transactions and business development.
• Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitch books.
• Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants.
• Assist in the design and development of complex financial models and valuation analyses.
• Perform client due diligence and prepare information memoranda and other transaction-related documentation.
• Contribute to the creation of strategic frameworks, tools, and intellectual property to aid the firm’s business development activities.
• Conduct competitive research, including identifying sector and industry trends.
• Gather and analyze information, formulate and test hypotheses, and develop and communicate recommendations to senior leadership.

Skills: M&A Advisory, Capital Markets Analysis, Financial Modeling, Valuation Analysis, Due Diligence, Client Communication, Competitive Research, Strategic Framework Development

• Conduct comprehensive financial analysis, in-depth research, and thorough due diligence to support transaction and advisory work.
• Build complex and dynamic financial models that enhance the quality of pitch materials and transaction evaluations.
• Support transaction analysis and execution by providing accurate, data-driven insights and forecasts.
• Prepare professional presentation materials for live mandates and ongoing client coverage efforts.
• Ensure all deliverables meet high standards of clarity, accuracy, and strategic relevance.
• Deliver exceptional client service across multiple financial products and advisory engagements.
• Develop and nurture relationships with clients and management teams to build long-term trust and collaboration.
• Maintain and manage transaction and market comparables to support valuation and credit assessments.
• Collaborate with team members to streamline analytical processes and improve project efficiency.
• Assist in recruiting, coaching, and mentoring new analysts to foster professional growth and strengthen team capability.

Skills: Financial Analysis, Financial Modeling, Transaction Execution, Client Relationship Management, Presentation Development, Valuation Analysis, Process Improvement, Team Leadership

• Identify and anticipate client needs by maintaining strong communication and understanding their strategic objectives.
• Coordinate effectively with client coverage, product, and sector teams to deliver integrated financial solutions.
• Develop persuasive pitch book presentations that highlight tailored recommendations and transaction opportunities.
• Create robust financial models to value companies, assess performance, and simulate various deal structures.
• Analyze multiple scenarios to evaluate risk, return, and alignment with client goals.
• Collaborate with equity sales teams to arrange investor meetings and collect valuable market feedback.
• Leverage investor insights to refine deal positioning and improve client engagement strategies.
• Develop a comprehensive understanding of local regulatory frameworks to ensure compliance in all transactions.
• Identify potential issues early, formulate alternative strategies, and recommend effective solutions to mitigate risk.

Skills: Client Management, Financial Modeling, Risk Assessment, Strategy Development, Presentation Design, Compliance Knowledge, Market Analysis, Team Collaboration

• Provide comprehensive support to the Portfolio Management team in executing daily investment and operational activities.
• Monitor portfolio positions and product exposures to ensure strict adherence to client guidelines and investment mandates.
• Collaborate with the Compliance team to identify and address any deviations from established parameters.
• Coordinate closely with Portfolio Managers on trade sizing, allocation decisions, and portfolio rebalancing strategies.
• Assist in evaluating portfolio adjustments to optimize performance and manage risk effectively.
• Generate daily reports covering risk metrics, performance data, and other key portfolio indicators.
• Analyze report results to identify trends, anomalies, or areas requiring further review.
• Maintain accurate and up-to-date portfolio data to support decision-making and client transparency.

Skills: Portfolio Support, Risk Monitoring, Compliance Coordination, Trade Execution, Performance Analysis, Reporting Management, Data Maintenance, Team Collaboration

• Provide comprehensive valuation and advisory services to hedge funds, private equity funds, and other clients within the Mortgage Finance Group.
• Monitor market conditions continuously to assess their impact on mortgage-related assets and investment performance.
• Lead market discussions with internal partners to interpret trends and provide actionable insights.
• Develop, maintain, and refine analytical tools for evaluating residential mortgage loans and identifying potential data inaccuracies.
• Implement processes that enhance the recognition and management of risk across mortgage portfolios.
• Conduct regular maintenance, back-testing, and performance documentation of mortgage valuation models to ensure reliability and compliance.
• Manage data flows efficiently to improve the accuracy and timeliness of valuation and reporting functions.
• Leverage advanced data analysis techniques to uncover emerging business opportunities and strategic initiatives.
• Collaborate closely with origination, capital markets, portfolio management, and mortgage trading teams to align objectives and share insights.
• Engage with risk officers to maintain sound governance and ensure that all valuation activities meet internal and regulatory standards.

Skills: Valuation Advisory, Market Analysis, Risk Management, Model Development, Data Analysis, Process Improvement, Cross-Team Collaboration, Regulatory Compliance

• Prepare detailed and complex financial analyses for companies seeking to execute equity capital raises.
• Assess client financials and market positioning to determine the most effective capital structure and transaction strategy.
• Develop comprehensive pitch materials that clearly present equity financing options and their potential outcomes.
• Evaluate current and historical market data to provide data-driven recommendations that align with client objectives.
• Support the preparation of memoranda and presentations that highlight the financial, operational, and strategic strengths of client companies.
• Research and maintain an updated database of key healthcare investors to facilitate targeted outreach and relationship management.
• Coordinate the execution of equity offerings by managing timelines, documentation, and communications with clients.
• Engage directly with client management teams to provide updates, address inquiries, and ensure smooth execution of transactions.
• Participate in marketing initiatives and recruiting efforts to promote the firm’s presence and attract top talent.

Skills: Financial Analysis, Capital Strategy, Pitch Development, Market Research, Investor Relations, Transaction Execution, Client Engagement, Business Development

• Develop comprehensive pitch book presentations that explain industry trends, outline client options, and recommend actionable strategies to achieve client objectives.
• Conduct research and analysis to ensure that all presentation materials are data-driven and strategically aligned.
• Generate innovative ideas and creative approaches that enhance business development and strengthen client relationships.
• Collaborate across teams to identify new opportunities that advance the firm’s market position and client offerings.
• Work closely with colleagues and investors to identify, understand, and meet client needs effectively.
• Create and evaluate detailed financial models to support transaction assessments and client recommendations.
• Analyze multiple deal scenarios to determine the most favorable structures and valuation outcomes.
• Recognize potential issues early, formulate practical options, and recommend well-supported solutions.

Skills: Pitch Development, Market Research, Business Development, Client Relations, Financial Modeling, Deal Analysis, Strategic Planning, Problem Solving

• Serve a diverse range of energy and infrastructure clients across oil and gas, pipelines, midstream infrastructure, renewable and thermal power, utilities, and climate-tech sectors.
• Provide strategic guidance tailored to each client’s business and market position.
• Offer equity and debt fundraising to secure essential capital for growth.
• Deliver corporate finance advisory services, including mergers and acquisitions.
• Evolve continuously to extend beyond traditional financial mandates.
• Support clients in integrating renewable and alternative power sources into their operations.
• Enable adoption of advanced technologies that drive efficiency and sustainability.
• Incorporate innovations such as power storage, carbon capture, renewable natural gas, and hydrogen.
• Finance critical infrastructure to facilitate energy delivery to global buyers.
• Promote resilience and long-term stability across client operations.
• Position businesses to attract and engage investors effectively.
• Advance the energy sector’s transition toward a more sustainable and diversified future.

Skills: Client Advisory, Capital Raising, M&A Advisory, Renewable Integration, Technology Innovation, Infrastructure Finance, Sustainability Strategy, Investor Engagement

• Work with senior bankers to identify and create revenue opportunities, track trends in the marketplace, and provide coverage officers with real-time information and updates to share with private equity clients.
• Maintain and implement proprietary databases used to track sponsor portfolio companies, investment opportunities, and fundraising progress for core financial sponsor clients.
• Work closely with product and industry groups to actively monitor and track internal and competitor activity.
• Provide strategic, tailored financial buyers lists for M&A pitches, bake-offs, and mandates.
• Work as a deal team analyst to prepare and deliver client presentations on select leveraged finance and M&A transactions.
• Draft offering memoranda, confidential information memoranda, management presentations, lender presentations, prospectuses, and other live deal team materials.
• Prepare materials and attend sponsor business opportunity meetings and pitches with coverage officers, and provide follow-up client requests.
• Prepare marketing materials and maintain internal databases.

Skills: Revenue Generation, Market Tracking, Database Management, Competitor Monitoring, Buyer Targeting, Deal Execution, Client Presentation, Marketing Support

• Support relationship managers in business promotion, collaborating with group heads and product partners to generate ideas, source transactions, and pitch M&A financing across the capital structure while cross-selling corporate and commercial banking products.
• Assist in client pitching, preparation of presentation materials, conference calls, client meetings, and due diligence.
• Follow market trends, collect market intelligence, and propose new business opportunities to the team.
• Assist with client development by coordinating data with clients and supporting the presentation of new ideas.
• Support execution efforts by reviewing due diligence reports and coordinating processes with clients, advisors, other lenders, and internal counterparties.
• Monitor and evaluate current events related to the assigned sector and keep relationship managers informed of relevant developments.
• Assist relationship managers in the negotiation of legal documentation.
• Provide support to the lending management team in managing the transaction execution process from initiation to closing, including leading efforts to obtain capital allocation approval and modeling transaction and group risk-adjusted returns.
• Serve as a secondary point of contact for covered clients and internal product partners.
• Assist in generating ideas, sourcing transactions, and pitching M&A financing solutions to clients across the capital structure, while cross-selling a range of corporate and commercial banking products and services.

Skills: Client Support, Business Development, Market Analysis, Presentation Preparation, Due Diligence, Transaction Execution, Legal Coordination, Relationship Management

• Partner with business leaders to drive financial performance and guide strategic decision-making.
• Prepare quarterly forecasts, annual operating plans, and multi-year strategic plans to support long-term growth.
• Analyze monthly financial results and communicate insights clearly to key stakeholders.
• Perform detailed headcount and labor cost analyses to evaluate efficiency and resource allocation.
• Track intercompany revenues and expenses to ensure accurate reporting and proper financial alignment.
• Conduct consulting analyses to address complex financial and operational challenges.
• Prepare comprehensive monthly reporting packages that summarize key performance metrics and trends.
• Compare monthly results against plan, forecast, and prior-year figures to identify variances and improvement areas.
• Develop ad-hoc reports and perform variance analysis to support data-driven business reviews.
• Support strategic initiatives by assessing business model implications and assisting with tactical execution.
• Lead process improvement efforts to enhance reporting accuracy, forecasting precision, and operational efficiency.
• Manage ad-hoc requests by providing timely, insightful, and actionable financial analysis.
• Conduct operational reviews and detailed financial analyses to inform leadership decisions.
• Develop and evaluate new business scenarios to assess financial viability and potential outcomes.
• Ensure month-end close processes are executed accurately, on time, and in full compliance with internal controls.
• Lead meetings with senior leaders to present results and discuss forecast adjustments or strategic updates.
• Identify and communicate financial risks and opportunities proactively to support sound decision-making.
• Perform reconciliations and analyze revenue drivers to maintain data integrity and improve forecasting accuracy.

Skills: Financial Planning, Forecasting, Performance Analysis, Resource Management, Reporting Management, Strategic Initiatives, Process Improvement, Leadership Collaboration

• Construct detailed Excel financial models, including DCFs, debt modelling, and merger models.
• Perform analysis such as market comparisons, company valuations, and asset valuations.
• Use experience and education to solve complex financial issues with analytical models.
• Prepare company and industry-specific research to support financial valuations.
• Work directly with Associates and Directors in energy investment banking, or other Analysts, Associates, Associate Directors, Directors, and Managing Directors in global offices, to prepare M&A process materials and pitch books.
• Provide thoughts on presentation requirements and methods to properly present the idea.
• Participate in strategic discussions concerning client and competitive conditions relative to new and existing business opportunities.
• Assist in the preparation of presentations to clients and new business development pitches.
• Prepare all financial components and ensure quality control to the company standards.
• Maintain investment banking - energy qualifications and credentials for use in marketing opportunities and pitches.
• Prepare global M&A and A&D market updates and industry updates.
• Present financial components of business development pitches.

Skills: Financial Modeling, Valuation Analysis, Market Research, Presentation Development, M&A Support, Strategic Analysis, Business Development, Quality Assurance

• Maintain precedent transaction databases and trading comparables.
• Assist in the development and implementation of various corporate finance projects and studies for clients and new business development projects.
• Create and maintain presentation materials benchmarking the client’s financial and operating performance against the peer group.
• Perform pro-forma merger, overlap, and conceptual analysis.
• Analyse pre versus post divestiture stock market and operating performance of vendors and buyers in the acquisition market.
• Analyse pre versus post takeover stock market and operating performance of targets and buyers in the M&A market.
• Conduct market surveys of vendors and buyers concerning asset acquisitions and divestiture activity.
• Coordinate workflow between yourself and Associates, as well as Analysts and Associates in other global offices.
• Coordinate responsibilities effectively between yourself and other team members to ensure an efficient work process.
• Understand how the organisation’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursue effective and efficient operations of respective areas, while ensuring adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Code of Conduct.
• Contribute to a high-performance environment and foster an inclusive work environment, supporting the vision, values, and business strategy of the team.

Skills: Financial Databases, Corporate Finance, Benchmarking Analysis, M&A Analysis, Market Surveys, Workflow Coordination, Risk Management, Team Collaboration

• Sellside IB experience with a preference for M&A transaction experience.
• Working knowledge of industry-specific valuation metrics and market multiples.
• Understanding of confidentiality protocols, data room management, and regulatory compliance in transaction execution.
• Awareness of current market trends and macroeconomic factors influencing deal flow and pricing dynamics.
• Experience performing detailed financial modeling and transaction analysis to support negotiations and deal structuring.
• Experience coordinating due diligence processes with clients, legal advisors, and potential buyers to ensure seamless execution.
• Able to support senior bankers in identifying strategic buyers and conducting outreach to potential investors.
• Advanced proficiency in Excel, Microsoft Office, Word, and PowerPoint.
• Team player and a self-starter.
• Strong communication skills and able to work with tight deadlines.
• Be able to work in small groups and be independent.

Qualifications: BS in Finance with 2 years of Experience

• Previous work in Investment Banking.
• Strong understanding of corporate finance principles, capital markets, and transaction structuring.
• Familiarity with financial statement analysis, accounting adjustments, and key performance metrics.
• Knowledge of financial modeling best practices, including scenario and sensitivity analyses.
• Experience supporting origination and execution of M&A, debt, and equity transactions for corporate and institutional clients.
• Can conduct comprehensive valuation analyses using DCF, LBO, and comparable company methodologies.
• Experience in preparing marketing materials, client presentations, and investment memoranda for live deals.
• Experience collaborating with senior bankers to identify potential transaction opportunities through market screening and financial analysis.
• Strong analytical and quantitative skills demonstrated by excellent academic credentials.
• Strong drive and commitment, ability to work independently, and to execute multiple tasks under time pressure.
• Proactive and entrepreneurial approach.
• Excellent communication and presentation skills.

Qualifications: BA in Economics with 4 years of Experience

• Internship experience in Investment Banking, Private Equity, or Wealth Management.
• Highly organized self-starter with tremendous attention to detail.
• Demonstrated leadership ability and effective team player.
• Resourceful self-starter who can work autonomously.
• Ability to perform under pressure and effectively prioritize and plan.
• Strategic thinker with robust quantitative and analytical skills.
• Maturity and strong communication skills to effectively summarize, explain, and field questions during interactions with C-Level Executives and Senior Bankers.
• Superior writing skills to produce high-impact materials in a concise and timely manner.
• Aptitude for technology and the ability to thrive in an entrepreneurial environment.
• Significant experience with Word, Excel, and PowerPoint.
• Experience with Capital IQ/PitchBook.

Qualifications: BS in Mathematics with 1 year of Experience

• Strong understanding of investment banking workflows, including client origination, transaction structuring, and execution management.
• Awareness of corporate governance principles and regulatory requirements shaping investment banking operations.
• Deep familiarity with valuation and modeling frameworks used for both advisory and capital raising assignments.
• Experience in developing presentation materials and financial analyses aligned with client objectives.
• Understanding of high-level context and objectives with presentations and analyses.
• Self-starter mentality and ability to think creatively.
• Unwavering moral integrity and commitment to doing what’s right.
• A high degree of intellectual curiosity and a desire to never stop learning.
• Ability to leverage a diversity of experiences and beliefs.
• Keen attention to detail and a high level of accuracy in work product.
• Ability to manage rapid timelines and proactively manage any potential conflicts.
• Ability to exercise sound judgment, make informed decisions, and act independently.
• Comfort presenting to and engaging with senior colleagues, clients, and counterparties.

Qualifications: BS in Accounting with 6 years of Experience

• Investment banking experience.
• M&A, sell-side transaction experience, in FinTech, FIG, or Tech.
• FINRA SIE, Series 63, and 79.
• Excellent problem-solving and analytic ability.
• Proven quantitative and technical skills.
• Strong communication and presentation skills.
• Strong data management and research skills.
• Maturity and poise to work directly with client executives.
• Ability to perform under pressure amid tight deadlines, effectively prioritize, and plan.
• Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values.
• An entrepreneurial spirit, ready to roll up your sleeves and dig into the complexities of any task or challenge.
• Strong work ethic and drive with a high degree of self-discipline and motivation.
• Exceptional writing and verbal communication skills, able to prepare high-impact materials.

Qualifications: BA in Business Administration with 3 years of Experience

• High level of accounting knowledge and proficiency in 3-statement financial analysis.
• Significant transaction experience.
• Strong quantitative and analytical skills, including experience in valuation, financial modeling, and analysis.
• Solid financial modeling skills and business strategy execution skills.
• Strong confidence in Microsoft Excel and PowerPoint capabilities.
• Outstanding interpersonal, verbal, and written communication skills.
• Strong project management skills and attention to detail.
• Solid organizational and time management skills.
• Demonstrable self-starter, and ability to complete and start new tasks without daily supervision.
• A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic.
• Ability to thrive in a fast-paced environment.
• Ability to learn quickly new concepts and activities.
• Ability to work independently as well as within a team.

Qualifications: BA in International Relations with 5 years of Experience

• Direct Investment Banking, Private Equity, or Business Valuation experience.
• Strong knowledge in financial accounting, including an understanding of a balance sheet and income statement, and general accounting principles.
• Excellent financial and quantitative skills.
• Advanced spreadsheet skills and the ability to develop integrated, dynamic three-statement financial models.
• Understanding of valuation principles and finance concepts, including the ability to complete a DCF model using present value techniques.
• Experience conducting in-depth valuation analyses for mergers, acquisitions, and capital raising using various methodologies such as DCF, precedent transactions, and comparables.
• Ability to support private equity and corporate clients in strategic investment assessments, including buy-side and sell-side due diligence.
• Experience building detailed financial models integrating income statement, balance sheet, and cash flow forecasts to assess financial performance.
• Experience in developing client presentations, pitch decks, and valuation summaries for both internal review and external distribution.
• Awareness of financial reporting standards (GAAP/IFRS) and their impact on valuation and transaction structuring.
• Excellent project management, verbal communication, and business writing skills.
• Sharp attention to detail and ability to manage multiple projects promptly.
• Professional presence and composure when engaging with clients, investors, and senior stakeholders.

Qualifications: BS in Statistics with 7 years of Experience

• Investment Banking experience.
• Strong track record of fundraising transaction experience, particularly in startups and VC domains.
• Ability to understand the dynamics of various sectors, including value chain, strategy, and key performance indicators.
• Strong skills in presentations, report writing, financial analysis, and data management.
• Ability to manage a variety of transactions and projects simultaneously.
• A critical thinker who can quickly evaluate and analyze companies and financial information.
• Ability to conduct comprehensive research, database searches, and synthesize results.
• Resourceful self-starter, able to work autonomously and as a team player.
• Strong written and verbal communication skills.
• Knowledge of various databases.
• Striving for excellence and self-development.
• Passionate about work and delivering value.

Qualifications: BS in Computer Science with 2 years of Experience

• Experience in financial analysis, including financial statements and projections.
• Fundamental understanding of accounting principles, investment concepts, and procedures
• Basic knowledge of core corporate and investment banking procedures.
• Ability to research, analyze, and incorporate qualitative and quantitative information, including experience with database research and data analytics.
• Strong written and verbal communication skills, including the ability to communicate effectively in presentations and describe complex strategies in an organized manner.
• Self-motivation, effective time management skills, and the ability to meet deadlines.
• Comfort and confidence when interacting with senior-level executives and clients.
• Proficiency with Excel and PowerPoint (and adjacent) applications.
• Enthusiastic approach to the Investment Banking industry and the mission of Rainier Group.
• Willingness to earn securities licenses.

Qualifications: BS in Applied Mathematics with 1 year of Experience

• Investment banking, consulting, or relevant experience in the financial services industry.
• Strong understanding of corporate finance principles, including capital structure optimization and cost of capital analysis.
• Familiar with valuation methodologies such as DCF, comparable companies, precedent transactions, and accretion/dilution modeling.
• Proficiency in interpreting financial statements and assessing key performance metrics to evaluate client performance.
• Understanding of market dynamics and macroeconomic factors influencing transaction timing and investor sentiment.
• Experience supporting origination and execution of M&A, equity, and debt transactions, providing detailed valuation and financial modeling analysis.
• Experience conducting comprehensive company and industry research to support strategic advisory initiatives and client deliverables.
• Strong technical, written, and verbal communication skills.
• Proven ability to multitask and manage a variety of projects and transactions simultaneously.
• Resourceful self-starter, able to work autonomously and as a team player.
• Demonstrate professionalism and client management skills.

Qualifications: BS in Data Science with 4 years of Experience

• Experience in corporate finance or M&A transaction execution, with a proven transaction execution track record.
• Ability to manage multiple teams on multiple projects and to complete high-quality deliverables within a given timeframe.
• Ability to design, build, and use financial and valuation models.
• Strong communication and business writing skills.
• Effective time management.
• Analytical and attentive to detail.
• Demonstrated ability to work on multiple projects and in teams.
• Self-motivation, entrepreneurial drive, and spirit.
• A strong sense of ownership for assigned projects and tasks.
• Positive and hardworking attitude.
• Exceptional Excel, PowerPoint, and Word skills.
• Industry experience in Industrials, FIG, Fintech, Insurance, or Healthcare.

Qualifications: BS in Actuarial Science with 6 years of Experience

• Corporate finance experience within an investment bank in the domestic China or the HK market.
• Experience supporting the execution of equity capital market and M&A transactions, including IPOs, private placements, and strategic advisory.
• Experience conducting sector and company research to identify investment opportunities and assist clients in strategic decision-making.
• Ability to assist senior bankers with pitch book preparation, deal origination analysis, and valuation presentations for prospective clients.
• Acute analytical and quantitative skills.
• Excellent communication skills and ability to liaise at all levels.
• Excellent PC skills with advanced knowledge of Excel, Word, and PowerPoint.
• Strong drive for performance with business entrepreneurship qualities, demonstrating leadership capabilities.
• Multi-tasking with strong attention to detail.
• Positive "can-do" attitude and solid work ethic.
• Ability to exercise good judgement working in a highly pressurized and time-sensitive environment.

Qualifications: BS in Quantitative Economics with 3 years of Experience

• Strong interest in finance, global capital markets, and the banking industry.
• Prior experience in corporate and investment banking, accounting, credit underwriting, asset management, or consulting.
• Working knowledge of bank products.
• FINRA Series 79 and 63 registrations.
• Exceptional organizational skills and accuracy.
• Demonstrated resourcefulness, personal drive, and self-motivation.
• Strong research, analytical, and problem-solving capabilities.
• Excellent communication, presentation, and interpersonal skills, and the ability to write effectively and articulate complex ideas clearly.
• Capable of managing multiple projects simultaneously and meeting tight deadlines.
• Ability to reason through complex business situations and provide sound recommendations.
• Advanced financial accounting, corporate finance knowledge, and financial modeling skills.
• High proficiency in Microsoft Excel and PowerPoint.

Qualifications: BS in Financial Engineering with 5 years of Experience

• Investment Banking experience.
• Experience in any of the collateral management, database management, or reporting roles.
• Good computing skills, particularly advanced Excel knowledge (VBA, macro writing, pivot tables, etc.).
• Ability to use VBA to maintain existing macros and to simplify/automate tasks.
• Sound analytical thinking and high attention to detail.
• Effective organizational, multitasking, and prioritizing skills.
• Solid problem-solving and decision-making skills.
• Strong technical and analytical skills, including financial analysis.
• High level of personal motivation, strong interpersonal, written, and verbal skills.
• Must be a self-starter, able to work in a fast-paced production environment, and juggle a variety of tasks.
• Must be comfortable working independently and as part of a team.

Qualifications: BS in Information Systems with 2 years of Experience

• Prior experience in Investment Banking or M&A departments within BBs/Elite Boutiques/Big 4.
• Proficiency in the use of MS Word, PowerPoint, and Excel.
• Experience in the use of Capital IQ, Mergermarket, and Aida.
• Experience in analysing and understanding key corporate financial metrics and accounting principles.
• Desire to learn quickly and adapt to new teams, clients, and tasks.
• Capable of working under pressure.
• Ability to simultaneously manage a great variety of projects and tasks.
• Ability to autonomously deliver requested outputs to senior colleagues.
• Good communication and presentation skills (verbal and written).
• Strong attention to detail.
• Fluency in Italian and English (spoken and written), and/or other languages.

Qualifications: BS in Mathematics with 1 year of Experience

• Work experience in Investment Banking.
• Proven record of outstanding achievement in academic and extracurricular activities.
• Strong quantitative skills focused on financial analysis, accounting, and financial theory.
• Experience supporting transaction execution for M&A, equity, and debt financing mandates, including valuation modeling and client presentations.
• Experience conducting company and industry analysis to identify strategic opportunities and provide insights for client recommendations.
• Ability to prepare confidential information memoranda (CIMs), management presentations, and investor materials.
• Strong written and verbal communication skills.
• Excellent command of Microsoft Suite, with an emphasis on Excel.
• A high level of attention to detail.
• Ability to manage multiple projects simultaneously while maintaining a high standard of work.
• Ability to excel under pressure amid demanding deadlines.
• Ability to perform effectively in a team environment.

Qualifications: BA in Economics with 4 years of Experience

• Experience in a similar capacity with knowledge of deal structuring and closing principles.
• In-depth understanding of transaction mechanics, including equity issuance, debt syndication, and buy-side/sell-side advisory.
• Familiarity with valuation drivers such as cost of capital, leverage impact, and sensitivity analysis.
• Understanding of market dynamics, macroeconomic indicators, and their effects on transaction timing and pricing.
• Experience supporting the end-to-end lifecycle of M&A and financing transactions, including valuation, due diligence, and closing activities.
• Ability to prepare detailed financial analyses, pitch materials, and term sheets for client proposals.
• Ability to conduct market and competitor analysis to identify acquisition targets and investment opportunities.
• Strong financial modeling skills.
• Impeccable research, quantitative and analytical skills, especially in explaining market events.
• Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA.
• Ability to work in a fast-paced, team-based environment with minimal supervision.
• Strong communication and networking skills.
• Ability to organize and track overlapping tasks and assignments, with frequent priority changes.

Qualifications: BS in Finance with 6 years of Experience

• Experience in evaluating corporate transactions and structures, creating and presenting financial analyses, and assisting with new and existing client relationship development.
• Series 79 and 63 licenses.
• Strong interest in digital assets, cryptocurrency, and blockchain technology.
• Solid grasp of capital markets products, including equities, fixed income, and structured finance instruments.
• Familiarity with discounted cash flow (DCF), leveraged buyout (LBO), and accretion/dilution modeling techniques.
• Ability to conduct financial modeling for IPOs, private placements, and debt financing transactions.
• Skilled in preparing offering memoranda, management presentations, and marketing materials for capital-raising activities.
• Experience supporting valuation assessments for target companies across multiple industries, including technology and fintech.
• Ability to synthesize large volumes of financial data into concise, actionable insights.
• Demonstrated problem-solving and organizational skills.
• Excellent verbal and written communication skills.
• Ability to work with teams and track business developments.

Qualifications: BS in Accounting with 3 years of Experience

• Experience in investment banking.
• Prior experience or knowledge of the Industrials industry.
• Familiarity with industrial subsectors such as manufacturing, transportation, and infrastructure.
• Understanding of capital structure optimization, credit metrics, and leverage ratios relevant to Industrials.
• Working knowledge and prior experience with financial modeling, building, using, and operating cash flow projections and credit financial analysis.
• Experience in end-to-end execution of Industrials M&A transactions, including valuation, due diligence, and client presentations.
• Skill in conducting comprehensive market and peer analyses to assess sector trends, cost structures, and growth drivers.
• Experience in creating financial models for debt financing, recapitalization, and equity issuance projects.
• Experience working with Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Strong analytical reasoning combined with a detail-oriented approach to problem-solving.
• Exceptional level of written and oral communication skills.
• Team player with a positive attitude.
• Highly organized and efficient in managing multiple priorities under tight deadlines.

Qualifications: BA in Business Administration with 5 years of Experience

• Significant M&A experience within an investment banking environment or adjacent.
• Strong technical and analytical skills with an ability to build financial models with ease.
• Outstanding financial understanding that can be readily translated into modelling that is used for both marketing and execution purposes.
• Robust understanding of the accounting principles that underlie typical financial analyses used in advisory (particularly valuation).
• Experience conducting in-depth industry benchmarking and strategic reviews to support advisory recommendations.
• Ability to manage data collection and analysis for due diligence processes involving multiple workstreams and stakeholders.
• Understanding of strategic rationale development for mergers, acquisitions, and divestitures, including deal justification metrics.
• Self-motivated, with demonstrable ability to manage conflicting priorities and requests in a high-pressure environment.
• Ability to take initiative and function independently, balanced with strong team skills.
• Excellent interpersonal and relationship-building skills, with the ability to maintain relationships with colleagues and clients at all levels.
• Strong verbal and written communication skills.
• Ability to deliver requested materials to senior bankers on time.
• Must maintain high standards of professional and ethical conduct, adhere to legal and regulatory requirements of the banking environment, and follow policies and procedures.

Qualifications: BS in Statistics with 7 years of Experience