Job Summary: 

• Work on financing community projects with clients such as school districts, cities, counties, universities, utility districts, and state agencies.
• Research client debt load, local economy, and financial strengths.
• Develop models to structure and optimize debt transactions.
• Prepare analyses on client outstanding debt, future debt capacity, and credit profile.
• Assist with marketing to new clients and prepare presentations for financing proposals and new business development.
• Prepare disclosure documents for bond sales.
• Prepare presentations for bond rating agencies.
• Assist with conference and event planning.
• Interact with clients and other financing team members in coordinating transaction details.
• Draft responses to requests for proposals from municipalities seeking assistance.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Debt Modeling (Hard Skills)
• Credit Assessment (Hard Skills)
• Client Relations (Soft Skills)
• Presentation Development (Hard Skills)
• Marketing Support (Soft Skills)
• Proposal Writing (Hard Skills)
• Event Coordination (Soft Skills)

Job Summary: 

• Participate in pitch for and execution of activism and contested M&A defense mandates.
• Perform analysis on defense vulnerabilities and shareholder dynamics.
• Understand the company charter and bylaws and their defense implications.
• Perform analysis of individual institutional investors, their voting policies, and voting records.
• Research on and be familiar with individual activists’ modus operandi and precedent tactics.
• Prepare defense pitch books and live mandate support materials under high velocity and fast pace.
• Manage the activism vulnerability screening process to identify potential activism targets.
• Operate as project team lead, driving the work product and project processes.
• Work and coordinate with M&A and various industry coverage teams.

Skills on Resume: 

• Activism Defense (Hard Skills)
• M&A Strategy (Hard Skills)
• Vulnerability Analysis (Hard Skills)
• Shareholder Research (Hard Skills)
• Investor Relations (Soft Skills)
• Pitch Book Preparation (Hard Skills)
• Project Leadership (Soft Skills)
• Cross-Team Coordination (Soft Skills)

Job Summary: 

• Collect and analyse company and market information to support client and prospect needs.
• Prepare clear and compelling presentations that communicate key insights effectively.
• Develop transaction documentation to ensure accuracy and compliance.
• Manage due diligence processes with attention to detail and thoroughness.
• Conduct comprehensive valuation and financial analyses for corporate finance transactions.
• Evaluate investor demand and feedback to inform strategic decisions.
• Execute book building and allocation activities within equity capital market transactions.
• Collaborate closely with internal teams to maintain transaction efficiency.
• Maintain regular communication with clients throughout each transaction phase.
• Coordinate with external advisors to align on objectives and execution timelines.
• Ensure all transaction processes meet professional, regulatory, and client standards.

Skills on Resume: 

• Market Research (Hard Skills)
• Presentation Design (Hard Skills)
• Financial Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Investor Evaluation (Hard Skills)
• Book Building (Hard Skills)
• Client Communication (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities.
• Develop valuation models of individual private and public companies, as well as merged entities.
• Apply valuation tools to assess opportunities.
• Value private and public companies.
• Assist with client negotiations and documentation.
• Prepare external client proposals and internal underwriting memos.
• Prepare client presentations based on the above.
• Work in the coverage group and gain experience in mergers and acquisitions and equity capital markets transactions across a range of industries.
• Work under the overall direction of a senior officer in a group of experienced professionals as they generate ideas, advise clients, and execute transactions.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Valuation Modeling (Hard Skills)
• Market Research (Hard Skills)
• M&A Assessment (Hard Skills)
• Client Negotiation (Soft Skills)
• Proposal Preparation (Hard Skills)
• Presentation Development (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Identify potential buyers using parameters established with the Officer leading the transaction.
• Screen and prioritize prospective buyers based on strategic and financial fit.
• Help assess the client company's financial performance and operational efficiency.
• Provide accurate and timely valuation information to support decision-making.
• Input historical financial data and develop forward-looking projections.
• Assist in drafting transaction-related documents with clarity and precision.
• Support the Officer in conducting thorough due diligence on the client company.
• Research and update key industry developments and competitive dynamics.
• Track broader market trends that influence client strategies and valuations.
• Contribute to the overall execution and success of corporate finance transactions.

Skills on Resume: 

• Buyer Identification (Hard Skills)
• Financial Screening (Hard Skills)
• Performance Analysis (Hard Skills)
• Valuation Support (Hard Skills)
• Financial Modeling (Hard Skills)
• Document Preparation (Hard Skills)
• Due Diligence (Hard Skills)
• Market Research (Hard Skills)

Job Summary: 

• Access client reports such as monthly performance summaries and detailed financial statements to monitor account health and performance trends.
• Review borrowing bases carefully to ensure compliance with loan covenants while verifying the accuracy and integrity of all client-provided data.
• Evaluate the adequacy and reliability of collateral submitted to trustees to confirm appropriate coverage levels.
• Maintain and update various components of the team’s internal database while generating and publishing reports to support operations.
• Assist in data integrity exercises aimed at ensuring consistency and accuracy across all of the team’s systems and records.
• Compile and organize data for multiple types of reports produced by the team to support both internal and external stakeholders.
• Coordinate with colleagues to improve data workflows and streamline report generation processes.
• Contribute to initiatives that strengthen client relationships while maintaining a rigorous risk management and compliance framework.
• Support the organization’s commitment to balancing customer satisfaction with responsible and sustainable business practices.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Data Verification (Hard Skills)
• Collateral Evaluation (Hard Skills)
• Database Management (Hard Skills)
• Data Integrity (Hard Skills)
• Report Generation (Hard Skills)
• Workflow Coordination (Soft Skills)
• Client Relationship (Soft Skills)

Job Summary: 

• Research and analyze clients’ financial positions, industry developments, and market data to identify potential growth or acquisition opportunities.
• Evaluate mergers and acquisition prospects through comprehensive financial and strategic assessments.
• Develop detailed valuation models for both private and public companies, as well as for potential merged entities.
• Apply a range of valuation methodologies to determine fair market value and assess investment potential.
• Conduct financial modeling to support client decisions regarding capital structure and strategic direction.
• Assist in client negotiations by providing analytical insights and preparing supporting documentation.
• Draft and refine transaction documents to ensure clarity, accuracy, and compliance with relevant standards.
• Prepare detailed proposals for clients and internal underwriting memoranda to support deal execution.
• Create professional client presentations summarizing analyses, valuation results, and transaction recommendations.
• Collaborate closely with team members to deliver high-quality advisory services and enhance client relationships.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• M&A Evaluation (Hard Skills)
• Valuation Modeling (Hard Skills)
• Financial Modeling (Hard Skills)
• Client Negotiation (Soft Skills)
• Document Preparation (Hard Skills)
• Proposal Development (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Review financial statements of existing and prospective clients to assess overall financial health and determine an appropriate scope of work plan.
• Analyze key performance metrics to identify trends, strengths, and potential risks within client businesses.
• Assist in building and refining financial models to support valuation and transaction analyses.
• Learn and apply valuation methodologies such as discounted cash flow, comparable company, and precedent transaction analysis.
• Contribute to the preparation of pitchbooks and investor offering materials used in equity and debt fundraising efforts.
• Collaborate with team members to ensure that presentation materials clearly communicate the firm’s value proposition.
• Research sector and industry trends to support current client projects and identify emerging opportunities for engagement.
• Evaluate market developments to determine the most promising prospects for new client outreach.
• Research and compile target distribution lists for business development initiatives.
• Integrate new prospects into the firm’s customer relationship management system to maintain accurate records.
• Draft personalized outreach communications designed to initiate meaningful dialogue with potential clients.
• Network actively with private equity, venture capital, strategic, and corporate investors to identify optimal sources of capital for client mandates.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Performance Evaluation (Hard Skills)
• Financial Modeling (Hard Skills)
• Valuation Methodologies (Hard Skills)
• Pitchbook Preparation (Hard Skills)
• Market Research (Hard Skills)
• Business Development (Soft Skills)
• Client Networking (Soft Skills)

Job Summary: 

• Support live transaction processes from initiation through successful completion while ensuring accuracy and timeliness.
• Collaborate with international teams to execute cross-border deals that involve complex financial and regulatory considerations.
• Perform in-depth valuation and pricing analyses to determine fair market value and optimize transaction outcomes.
• Assist in every stage of the transaction process, including preparation, due diligence, negotiation, and closing.
• Develop financial models and analytical materials to support strategic decision-making throughout the deal cycle.
• Coordinate effectively with internal stakeholders and external advisors to maintain seamless communication and workflow.
• Prepare transaction documentation and presentation materials for clients and senior management review.
• Monitor deal progress to identify risks and propose mitigation strategies.
• Contribute to the overall success of the transaction team by delivering high-quality analytical and execution support.

Skills on Resume: 

• Transaction Management (Hard Skills)
• Cross-Border Collaboration (Soft Skills)
• Valuation Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modeling (Hard Skills)
• Stakeholder Coordination (Soft Skills)
• Documentation Preparation (Hard Skills)
• Risk Mitigation (Hard Skills)

Job Summary: 

• Conduct thorough research and gather accurate data to support analytical and strategic initiatives.
• Perform foundational financial analyses that contribute to transaction evaluation and decision-making.
• Compile comprehensive pitch books that effectively present client opportunities and firm capabilities.
• Perform duties in alignment with the strategic direction and leadership goals of the industry segment.
• Show a clear understanding of the industry segment’s clients, competitive landscape, and market dynamics.
• Collaborate effectively with peers across the Institutional Bank and the wider organization to achieve shared objectives.
• Continue to build expertise within the industry segment by engaging in ongoing learning and development.
• Stay informed about emerging trends and competitor strategies to enhance strategic positioning.
• Assist in attracting and developing a talented workforce by participating in college recruiting and other talent initiatives.
• Maintain strong communication channels with team members and product partners to ensure seamless collaboration.
• Acquire and maintain all required professional licenses to remain compliant and effective in the role.

Skills on Resume: 

• Data Research (Hard Skills)
• Financial Analysis (Hard Skills)
• Pitch Book Preparation (Hard Skills)
• Industry Knowledge (Hard Skills)
• Market Awareness (Hard Skills)
• Team Collaboration (Soft Skills)
• Talent Development (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Perform comprehensive research on industries, markets, and companies using reliable and relevant information sources.
• Prepare marketing materials that support financing, M&A, and strategic alternative transactions.
• Generate new ideas and analytical materials to enhance the quality of client presentations and meetings.
• Complete detailed financial and quantitative analyses to evaluate company performance and transaction opportunities.
• Develop and maintain financial models to support valuation, capital structure, and strategic decision-making.
• Perform valuation analyses using methodologies such as DCF, comparable company, and precedent transaction analysis.
• Conduct due diligence on new and existing client relationships to ensure accuracy and assess risk.
• Synthesize research findings into clear reports that communicate actionable insights to clients and senior bankers.

Skills on Resume: 

• Industry Research (Hard Skills)
• Marketing Material Preparation (Hard Skills)
• Idea Generation (Soft Skills)
• Financial Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Valuation Methodologies (Hard Skills)
• Due Diligence (Hard Skills)
• Analytical Reporting (Hard Skills)

Job Summary: 

• Assist the team in building comprehensive strategic company market landscapes for M&A-focused mandates.
• Support industry and company diligence and research efforts for M&A, financing, restructuring, and marketing needs.
• Provide comparable research to teams that is clean, accurate, and client-ready.
• Prepare financial models, including LBO and DCF analyses, for clients across various industries and sectors to support mandate processes.
• Analyze financial data to build models, evaluate direct equity investments, and assess M&A transactions.
• Synthesize and articulate key inputs required for investment theses.
• Collaborate in developing marketing collateral for mandates, including sales processes, financings, assessments, and deal pitches.
• Develop subject matter expertise in key research tools, including CapIQ.
• Maintain transaction lists for key sectors.
• Compose and deliver quarterly sector research reports for external distribution.

Skills on Resume: 

• Market Landscape Analysis (Hard Skills)
• Industry Research (Hard Skills)
• Comparable Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Investment Evaluation (Hard Skills)
• Marketing Collateral Development (Hard Skills)
• Research Tool Expertise (Hard Skills)
• Sector Reporting (Hard Skills)

Job Summary: 

• Assist in the execution of complex transactions, including mergers and acquisitions, financial advisory mandates, and fundraising activities.
• Develop comprehensive financial models to evaluate valuation, capital structure, and transaction scenarios.
• Perform in-depth valuation analyses using methodologies such as discounted cash flow, comparable company, and precedent transaction analysis.
• Draft transaction documentation and prepare marketing presentations that effectively communicate key deal insights.
• Coordinate project deliverables across internal teams and external advisers to ensure seamless execution.
• Support due diligence processes by gathering, reviewing, and analyzing financial, operational, and legal information.
• Collaborate with other Drake Star Partners offices to facilitate origination and execution of cross-border transactions.
• Maintain clear communication and alignment between regional and international teams to drive transaction success.

Skills on Resume: 

• Transaction Execution (Hard Skills)
• Financial Modeling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Documentation Preparation (Hard Skills)
• Team Coordination (Soft Skills)
• Due Diligence (Hard Skills)
• Cross-Border Collaboration (Soft Skills)
• Communication Management (Soft Skills)

Job Summary: 

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, comparative company analysis, and discounted cash flow analysis on target companies.
• Provide valuable input to equity offerings, valuations, private placements, and mergers and acquisitions advisories.
• Research, analyze, present, and document drafting elements of developing transactions.
• Develop client presentations.
• Follow current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients.
• Maintain files related to active and prospective deals.
• Maintain group databases, including the deal database and weekly status reports.

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Equity Offerings (Hard Skills)
• Transaction Research (Hard Skills)
• Presentation Development (Hard Skills)
• Industry Monitoring (Hard Skills)
• Database Management (Hard Skills)
• Deal Documentation (Hard Skills)

Job Summary: 

• Conduct extensive quantitative and qualitative research to analyze economic trends, industry dynamics, and company performance.
• Perform detailed financial modeling to evaluate business performance and transaction feasibility.
• Build integrated three-statement financial models that capture income statement, balance sheet, and cash flow interdependencies.
• Execute valuation analyses using comparable companies, precedent transactions, and relative valuation methodologies.
• Analyze market-specific factors and model valuation sensitivities to assess risk and opportunity.
• Evaluate a broad range of corporate finance scenarios, including strategic alternatives, capital structure optimization, and M&A transactions.
• Conduct due diligence on client transactions covering acquisitions, mergers, take-privates, and capital market refinancing.
• Prepare and draft high-quality client pitches and marketing materials that clearly present strategic and financial recommendations.
• Develop materials related to acquisitions, disposals, mergers, refinancing, and equity capital market alternatives.
• Coordinate with internal teams and external advisors to ensure timely delivery and accuracy of all transaction documentation.

Skills on Resume: 

• Economic Research (Hard Skills)
• Financial Modeling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Risk Assessment (Hard Skills)
• Corporate Finance (Hard Skills)
• Due Diligence (Hard Skills)
• Pitchbook Preparation (Hard Skills)
• Team Coordination (Soft Skills)

Job Summary: 

• Assist senior bankers in the execution of mergers and acquisitions transactions while supporting the sourcing of new M&A mandates.
• Conduct thorough due diligence on live transactions by analyzing financial statements, market data, and strategic positioning.
• Prepare and maintain transaction documentation to ensure accuracy, compliance, and clarity throughout the deal process.
• Provide comprehensive analytical support through valuation methodologies such as discounted cash flow, comparable company, precedent transaction, and leveraged buyout analyses.
• Develop financial models to evaluate deal structures, synergies, and expected returns.
• Create detailed client presentations and marketing materials that effectively communicate strategic recommendations.
• Research market, industry, and transaction trends to identify emerging opportunities and competitive insights.
• Collaborate closely with bankers across different teams to coordinate efforts and share expertise.
• Engage with clients at all levels of seniority to support relationship development and ensure smooth transaction execution.

Skills on Resume: 

• M&A Execution (Hard Skills)
• Due Diligence (Hard Skills)
• Transaction Documentation (Hard Skills)
• Valuation Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Client Presentation (Hard Skills)
• Market Research (Hard Skills)
• Client Relationship (Soft Skills)

Job Summary: 

• Perform in-depth company and industry research to support specific client engagements and marketing opportunities.
• Collect and analyze information from relevant internal and external sources.
• Perform financial modeling, including three-statement modeling and valuation assessments using various methodologies.
• Research and contact potential financial and strategic buyers.
• Coordinate due diligence processes, manage data rooms, and prepare management meeting materials.
• Identify transaction opportunities and prepare transaction-related documentation and marketing materials, including information memoranda, pitch books, corporate profiles, and market data analysis.
• Serve as a critical team member in the execution of advisory and financing transactions.
• Act within professional, ethical, legal, and risk boundaries and guidelines.

Skills on Resume: 

• Industry Research (Hard Skills)
• Financial Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Buyer Outreach (Soft Skills)
• Due Diligence (Hard Skills)
• Marketing Material Preparation (Hard Skills)
• Transaction Execution (Hard Skills)
• Ethical Compliance (Soft Skills)

Job Summary: 

• Provide transactional support for the team.
• Underwrite potential deals using Excel and in-house modeling software.
• Analyze the feasibility, profitability, and marketability of incoming deals with a focus on annual yields.
• Prepare pitch books for owners of real estate to present the value of the firm in their capital structure and explain marketing plans and price expectations.
• Prepare marketing materials to help syndicate deals to the firm’s investor and user base.
• Assist in preparing all transaction documentation, including deal-focused portions of public filings and investment committee memos.
• Develop new business opportunities through sponsor onboarding meetings and general solicitations.
• Participate in and support corporate development initiatives across departments that align with team operations, particularly regarding strategic marketing in relation to the sales and syndication process of the firm’s products.

Skills on Resume: 

• Transaction Support (Hard Skills)
• Deal Underwriting (Hard Skills)
• Feasibility Analysis (Hard Skills)
• Pitch Book Preparation (Hard Skills)
• Marketing Material Development (Hard Skills)
• Documentation Preparation (Hard Skills)
• Business Development (Soft Skills)
• Corporate Collaboration (Soft Skills)

Job Summary: 

• Provide comprehensive transaction support to senior bankers across a wide range of corporate finance activities, including IPOs, secondary offerings, private placements, mergers and acquisitions, leveraged buyouts, and valuations.
• Manage multiple projects simultaneously while maintaining accuracy, organization, and attention to detail.
• Collaborate effectively with team members or work independently to ensure the timely completion of deliverables.
• Prepare professional client presentations that communicate complex financial information clearly and persuasively.
• Conduct due diligence to verify data accuracy, assess risks, and ensure compliance with transaction requirements.
• Perform in-depth financial analysis and build models to evaluate company performance, structure transactions, and forecast outcomes.
• Assist in drafting and refining marketing materials that promote client companies and transaction opportunities.
• Support the preparation of transaction documentation to ensure clarity and alignment with client objectives.
• Engage directly with clients during presentations and deal execution to address questions and provide insights.
• Coordinate with internal and external stakeholders to maintain smooth communication throughout the deal process.

Skills on Resume: 

• Transaction Support (Hard Skills)
• Project Management (Soft Skills)
• Team Collaboration (Soft Skills)
• Client Presentation (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modeling (Hard Skills)
• Marketing Material Preparation (Hard Skills)
• Stakeholder Coordination (Soft Skills)

Job Summary: 

• Work within a team to execute projects, energy, and infrastructure advisories, financings, and third-party distribution.
• Assist in the structuring and execution of applicable debt financing for distribution in the capital markets, the loan syndication market, or both.
• Collaborate with industry and regional bankers to identify and originate opportunities that meet target market and capital returns criteria.
• Participate in providing advisory services to clients seeking debt financing for specific assets, including guidance on debt capacity, capital structure, and procurement of export agency or government guarantees.
• Assist in performing robust credit analysis for each project or infrastructure situation to obtain internal credit approval consistent with the firm’s credit standards and capital return requirements.
• Develop financial models and conduct financial analyses for infrastructure projects across all sectors.
• Assist in completing transaction due diligence with support from third-party specialists.
• Help present projects to rating agencies to procure credit ratings.
• Collaborate with the syndicate desk to interface with banks and institutional investors in the project and infrastructure finance market for syndication and sale of project risk.
• Assist in managing franchise, reputational, or underwriting risk related to specific project situations.
• Conduct industry and company research to identify new opportunities.

Skills on Resume: 

• Project Finance (Hard Skills)
• Debt Structuring (Hard Skills)
• Opportunity Origination (Soft Skills)
• Advisory Services (Soft Skills)
• Credit Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Due Diligence (Hard Skills)
• Industry Research (Hard Skills)