Data Investment Banking Jobs

Please note all candidates are expected in the Boston office 2 days a week for this role!

Develop a comprehensive understanding of publicly traded security types, including equities, fixed income, and derivatives.

Gain an in-depth understanding of how data maintenance and processing impact reporting and decision-making processes.

High energy, positive attitude, and a strong work ethic.

Background in Eagle Pace or Blackrock Investment Products

A familiarity with Python is a strong plus

Bachelor's degree in Finance, Accounting or business related field

5-10 years of experience with a foundation in private equity, VC or investment banking

Must have prior experience in both building and owning the financial statement models

Soft skills : entrepreneurial, executive presence, confident, interested in being a decision maker

You must live in the Austin, Texas area or willing to relocate for this opportunity.

Reports directly to one of the best CFOs in the Austin marketplace

2+ years of software engineering experience

Experience delivering backend production-ready code as part of an engineering team

Knowledge of programming languages (e.g., Go, Ruby, Java, Python)

(Bonus) Any experience working with BigData stack: MySQL, Kafka, Databricks, Snowflake, Airflow, Spark, AWS, etc

Paid Life insurance, AD&D, and disability benefits

Work with our Principal Data Engineer, who will mentor you

Ability to comfortably interact with business clients and management

Build and maintain relationships with senior client executives; actively develop, manage, and participate in the Firm’s business development and marketing initiatives

Undergraduate degree from a top-tier school with a minimum GPA of 3.5; 7+ years of direct investment banking experience

Strong written and oral communication skills and ability to convey ideas

Ability to manage multiple projects simultaneously

Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases / applications (Bloomberg, CapIQ, etc.)

Manages due diligence, credit, coverage, reference data and other requirements resulting from corporate actions.

Bachelor's Degree or equivalent work experience in Business, Finance, Economics, or equivalent field. (Req)

Assists with ensuring assigned client portfolio is kept current with all aspects of the firm’s KYC/AML requirements.

Master's Degree in Business, Finance, Economics, or equivalent field. (Pref)

Significant Corporate Banking or related product experience

Strong Corporate Banking background with experience navigating complex global organizations

Developing new client relationships in targeted industry, geographic, or product sectors.

Acting as strategic advisor to clients, enabling them to achieve their long-term goals.

Identifying, originating, and executing M&A, capital raising, and other strategic transactions.

Contributing to team development and participating in in cross-marketing with colleagues at the firm.

Industry sectors of interest to the firm include:

This is a partner-track position.

Developing new client relationships in the targeted sector.

Acting as strategic advisor to clients, enabling them to achieve their long-term goals.

Identifying, originating, and executing M&A, capital raising, and other strategic transactions.

Contributing to team development and participating in in cross-marketing with colleagues at the firm.

Each successful candidate will play a key role in:

This is a partner-track position.

Experience translating business problems/requests into data requirements and analysis with different stakeholders or an equivalent combination of education and experience

Bachelor's degree required in Finance, Economics, Data Science or related field with 1-5 years of experience

Advanced Microsoft Excel Skills, experience with databases, table design, joins, data aggregation, data validation, etc.

Relevant training/experience in analytics, business intelligence, data science, and/or statistical methods

Demonstrated experience querying and processing large data sets

Demonstrated strong verbal and interpersonal communication skills

This is a hybrid work location opportunity – 3 days in office and two remote*

Bachelor's degree in finance, accounting, or related field

Excellent team interaction and interpersonal skills (verbal and writing skills)

Demonstrate high energy, resiliency, capacity, and the ability to manage multiple priorities and execute

1-2 years of investment industry experience with an understanding of investment data in all asset classes and sectors is preferred

Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.

Active monitoring of portfolio companies, including communication and collaboration with management teams and board members

5-10 years experience in financial services industry, preferably experience in private equity and/or investment banking

Experience working within life sciences or pharma services highly preferred

Preparation of reporting materials and presentations for portfolio analysis and investment opportunities

Proficiency with CapitalIQ, Pitchbook, and DealCloud are a nice plus

VP, Investment Banking (Life Sciences) - DC Area

14+ years of capital-raising including leveraged finance, LBO financing and refinancing in the middle market

Experience with privately held and sponsor-backed businesses

Commanding knowledge of current market terms and trends

Must have direct experience in client development, engagement development, negotiating / selling and leading engagement teams

Experience supervising other professionals and acting in a manner that that serves to motivate, inspire and develop

Applicable professional certification(s) are preferred

10 plus years of professional experience, including six plus years of investment banking transaction experience, in restructuring or restructuring-related practice lines

Experience supervising other professionals and acting in a manner that that serves to motivate, inspire and develop

Excellent written and verbal communication skills including strong email etiquette

Superior organisational skills and attention to detail

Reviewing and analysing valuation analysis, debt capacity analysis, financial modelling, credit document analysis, restructuring analysis and modelling

Running both sales and financing processes, both in-court or out-of-court, and overseeing associated diligence

Excellent verbal and written communication skills, with experience presenting to senior executives and boards of directors

Manage a team of professionals to ensure transaction execution is efficient, thorough, and effective

Provide strategic advice to clients on corporate finance matters, including mergers and acquisitions, divestitures, and capital raising

Bachelor's degree in Finance, Economics, or a related field; MBA preferred

10+ years of experience in Investment Banking

Strong financial modeling, valuation, and analytical skills

Proven ability to manage and develop junior staff through coaching, mentoring and teaching core technical concepts and soft skills

Excellent analytical ability including demonstrated knowledge of valuation techniques, Corporate Finance theories and accounting principles

Ensure that recommendations and opinions offered to clients are in compliance with legislation

5-8 years of previous investment banking experience required with a completion of an MBA and/or CFA preferred

Demonstrated transaction execution experience involving equity capital raises for private companies

Knowledge of and passion for the Energy, Infrastructure, Transition & Climate Technology sectors

Previous middle-market experience is strongly preferred

Bachelors degree in Finance, Math, or Economics

Playing a key leadership role in all aspects of an M&A transaction

Regularly interface with clients and buyers

Mentor junior and mid level professionals within the firm

Proven track record of sell-side deal origination and execution (Technology M&A)

Strong organizational and time management skills.

Prior experience in banking, data entry, or a related field is preferred.

Perform specific functions within spreadsheets and databases to organize and manage data.

Assist in project-related data entry activities, working with project teams as required.

Familiarity with ACH processes and knowledge of debit/credit transactions.

Excellent attention to detail and strong data accuracy skills.

Develop a deep understanding of our client franchise and contribute to a global framework for Client Account Management.

Skilled with software such as Excel, Tableau, Salesforce, and other Business Intelligence tools

Passion for how data and data visualization can be used to articulate strategy

Effective at developing narrative and structuring strategic objectives through data

Commercially-minded and curious to learn about our business, clients and products

Keen interest in process improvement and creating efficiency in a client focused business

Minimum requirements and experience for Banking Data Analyst the job is:

Partner closely with end users to understand and document requirements of change

Manage internal and end user testing of changes and collecting sign off documentation.

Keeping Software Development Life Cycle tracking tickets up to date with requirements, testing evidence and sign offs

College degree & 4+ years’ experience

Experience delivering multiple projects concurrently.

• Monitor the Structured Finance loans participating in follow ups calls with Borrowers and Agent Banks

• Assist Manager on any specific request or project assigned to the Department

• Excellent communication and presentation skills as well as ability to work collaboratively in a team environment

• Analyze Borrowers compliance certificates and financial reports

• Provide support to other teams to solve questions with respect to any loan of the portfolio

• Assist with the CRE & Hospitality loan disbursement process (construction loans)

Hours are 8am -5pm, in the office Monday -Thursday working remote on Friday

Must have 5 – 10 years’ experience working in Investment Banking supporting Investment Banking executives.

Strong written and verbal skills

Experience processing expense reports for executives

Supporting Investment bankers from junior to senior level

Maintain executives' calendar, schedule all meetings, and conference calls, handle meeting conflicts and prioritization issues