Investment Banking Operations Associate Jobs

Strong organizational skills and the ability to effectively manage competing priorities

Bachelor's degree with a minimum of one to three years of experience in financial services

Proven analytical skills, problem solving ability, and a control mentality

Excellent communication and client service skills

Support various businesses, including the Residential Mortgage Desk and SSG Desks

Process monthly remittances received from external servicers.

Is highly organized with strong project management skills

Experience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organization

Highly competitive salary, bonus, and benefits structure

Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail

Has excellent written, presentation, leadership, and interpersonal communications skills

Accelerated, merit-based career advancement compared with more rigid, bureaucratic firms

Trade entry into the firm’s Order Management and Accounting systems.

Maintain meta and financial data in our Data Warehouse Management system and build Data Warehouse reporting leveraging this information.

Useful technical skills: programming languages (Python, VBA, SQL), Visual Portfolio Manager, Bloomberg terminal.

Monitor daily/weekly/monthly checks and assist in development of new checks to manage operational risk.

B.S. or Master’s degree in finance, accounting, economics, or a related field.

Experience working with the various financial products described previously in a middle/back office capacity.

At least 3 years of relevant securitization work experience at another financial institution active in the structured finance sector

Experience with credit/collateral analysis and structuring of securitization transactions across different asset classes and types of structures

Knowledge of securitization legal structures

Advanced transaction modeling skills using Excel, Intex, VBA, etc a plus

Analytical and detail oriented with strong organizational and problem solving skills

Strong written and verbal communication skills

Supporting investment banking and capital markets transactions execution, including fairness options, capital offerings, and buy side and sell side M&A

Bachelor’s degree in Finance, Accounting, Economics, or related discipline

2-5 years Investment Banking experience

Advanced accounting, financial modeling, analytical, and quantitative skills

Compensation: to $125k based on experience plus bonus

Providing senior staff with transaction process support, including marketing, pitch books, research, and post transaction administration

You're the brains behind our work.

Citi is an equal opportunity and affirmative action employer.

EEO is the Law Supplement

3+ years’ worth of experience at an Investment Bank/Boutique

Bachelor's degree in finance or related field required.

Worked on relevant Industrial transactions

Execution of M&A process, contribute to the production of pitch book and marketing materials

Produce financial models and perform company data analysis, whilst also preparing valuation analysis

Salary Band - $175,000 - $225,000

Required Qualifications, Capabilities, And Skills

Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives

Prior work experience in an investment banking front office role.

A well-rounded academic background from a top tier educational institution.

Develop content for strategic meetings with clients regarding M&A or capital market transactions

Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses

Required Qualifications, Capabilities, And Skills

Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives

Prior work experience in an investment banking front office role.

A well-rounded academic background from a top tier educational institution.

Develop content for strategic meetings with clients regarding M&A or capital market transactions

Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses

A proven background in Corporate finance / M&A. Ideally 3-5 years experience.

M&A deal experience in either/or Power, Utilities, Energy, Infrastructure sector required

Excellent financial modelling experience (operating models, capital models, merger models, LBO etc)

Strong communications skills – ability to interact confidently with banking professionals

Strong interpersonal and relationship building skills.

Good academic qualifications and demonstrated performance

At least 3 years of relevant securitization work experience at another financial institution active in the structured finance sector

Experience with credit/collateral analysis and structuring of securitization transactions across different asset classes and types of structures

Knowledge of securitization legal structures

Advanced transaction modeling skills using Excel, Intex, VBA, etc a plus

Analytical and detail oriented with strong organizational and problem solving skills

Strong written and verbal communication skills

Strong technical skills (knowledge of accounting, modeling, Excel, etc.)

Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment

Characteristics and skills important to success of a candidate in this position:

Managing and assisting with the preparation of financial models and business valuations

Leading / participating in meetings with current and prospective clients

Conducting industry and company due diligence

Bachelors degree required , finance or account degree is preferred

Background in renewable energy, which will include 2+ years of experience structuring, modeling and/or executing tax equity transactions

Excellent financial modeling skills with advanced Microsoft Excel skills

A keen interest or knowledge of renewable energy, infrastructure or energy transition

Do you have strong tax equity experience, covering complex transactions (At least 2-4+ years)?

Supporting the companies investment banking mandates while completing financial models and structuring of tax credit strategies

At least 3 years of investment banking, or at least 3 years of private equity experience

Bachelor's degree in finance, accounting, business, or economics

Financial modeling experience, to include DCF and LBO

Strong analytical and quantitative skills

Strong written and oral presentation skills

A working knowledge of spreadsheet and word processing software programs

Prepare confidential information memorandums, management presentations, pitch books and other presentations

Minimum of two years of investment banking experience

Ability to think critically and must possess excellent written and oral communications skills

Highly proficient financial analysis and modeling skills with an emphasis on attention to detail

Preparation, analysis, and explanation of historical and projected financial information for clients and prospects

Develop detailed financial models (e.g., three statement operating models)

2+ years of experience in Business Management or on a Chief Financial Officer (CFO) / Chief Operating Officer (COO) team preferred

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

Coordinate and drive financial management for North America Investment Banking Coverage including: annual budgets, quarterly/monthly forecasts, revenue reconciliation

Assist with ongoing client management including coordination with groups such as the Global Corporate Bank (GCB) and Commercial Bank (CB)

Strong executive-level communication skills with ability to flex style to various audiences and communicates in a knowledgeable and clear manner

Excellent organizational, execution and time management skills

Lead project management and push transaction processes forward on day-to-day basis

Cohen & Company is a financial services business specializing in capital markets, asset management and principal investing.

Manage and lead development of client presentation and due diligence support materials

Identify, drive outreach to and manage interactions with corporate and / or financial sponsor buyers and investors

Initiate, prepare and manage the development of qualitative and quantitative analyses in support of transaction execution

Lead and manage junior banker workstreams in support of firm mandates

Support capital raise and M&A processes by preparing offering materials and distribution lists

Possess a bachelor’s degree in finance, economics, sustainable energy, or a closely related field, and/or graduated from a top-tier MBA program

Excellent interpersonal and communication skills

Ability to simultaneously manage multiple projects and teams in a fast-paced environment

Strong financial modeling and advanced Microsoft Excel skills

Bachelor's degree or equivalent experience

3 - 4 years' prior industry related business development experience

Strong communication and interpersonal skills

Proven knowledge and execution of successful development strategies

Develop new relationships in an effort to grow business and help company expand

Think critically when planning to assure project success

Sound knowledge and understanding of accounting and finance

sound knowledge and understanding of accounting and finance

3 years' investment banking experience

Business Services transaction experience strongly preferred

To apply, forward your resume via the link included.