Leverage Finance Investment Banking Analyst Jobs

Required and desired skillsets, experience and qualifications for this role:

Collaborate with internal teams such as Development & Construction, Engineering, and Asset Management to establish underwriting assumptions.

Provide support for transactions within the Investment, Project Finance, and Strategic Finance teams.

Assist in raising third-party capital, including debt, tax equity, refinancings, and project equity structures, to efficiently finance projects and maximize returns.

Manage the due diligence process and coordinate with external parties and consultants.

Bachelor's degree in Finance, Accounting, or Engineering

Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html

BS/BA in accounting, finance, economics, or other quantitative fields

Proven analytical, writing, interpersonal and communication skills

Detail-oriented and possess proven interpersonal skills

You’ll win us over by having the following qualifications:

2 years proven track record in financial and/or accounting roles

Required qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Highly proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint. Strong accounting, finance, quantitative and business writing skills

Previous Public Finance or Healthcare experience at an investment bank or financial advisory firm

Create and manage debt profiles for issuers/credits and evaluate existing debt portfolios for refunding/restructuring opportunities

Adaptable; able to manage projects independently and ready to assume a high level of responsibility as a member of a team

3+ years of relevant work experience (in leveraged finance, investment banking or related fields)

Knowledge of corporate finance valuation and financial accounting concepts

Provide support in execution of leveraged finance transactions for financial sponsors and corporate clients

Work with the senior bankers to manage the relationship and monitor performance of portfolio companies

Experience with three-statement financial modeling, including detailed operating builds and capital structure scenarios

Strong interpersonal skills and ability to work well in teams

Allocate approximately 50% of time in year one towards live transactions and portfolio management - growing to 75% in year two

Complete ad-hoc projects related to business development, portfolio management, and general business planning purposes

Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html

Develop credit and comparative analysis skills: research companies, markets, and industries

BS/BA in accounting, finance, economics, or other quantitative fields

Proven analytical, writing, interpersonal and communication skills

Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures

B.S. or B.A. in finance, economics, public administration or related fields is preferred

Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected

Ability to use Bloomberg and other finance industry statistical and structuring tools is desirable

Strong written and verbal communication skills and professional presence with clients is required

Prepare graphical representations or various debt statistics

Attending client meetings when appropriate to observe the GRM(s) to develop working knowledge of relationship management

Reviewing new business opportunities, preparing and submitting materials used for screening new deals with senior management for approval

Assisting with periodic senior management reporting such as quarterly business updates, financial reporting, annual account planning, etc.

PowerPoint Presentation skills, experience with Excel modeling and Bloomberg

1+ Year Corporate Banking related work experience is a decisive asset

Credit experience or background i.e., a formal bank credit training program is a plus

Conduct due diligence and perform fundamental credit analysis to provide independent risk recommendations to senior risk and front office management

1-3 years of experience working with leveraged finance transactions in a credit risk or similar role

Excellent verbal and written communication skills with strong presence and ability to convey complex messages to varying audiences

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Engage with and challenge front office teams to ensure transactions are consistent with UBS's risk appetite and regulatory expectations

Closely monitor business, financial, and industry developments to maintain up to date risk ratings and portfolio outlooks

Demonstrated attention to detail, time management skills, ability to prioritize, and adapt to change

A minimum of 2 years of experience in Bookkeeping

Experience using QuickBooks Online and/or Xero

Excellent oral communication and organizational skills

Critical thinking skills and ability to modify procedures or resources to fit the needs of the task or situation

Flexibility to choose from a remote, hybrid, or in-office work environment

Recent college graduate in Finance or related field

Strong interpersonal skills and ability to multi-task

Strong computer skills including use of Excel, PowerPoint, Word, Bloomberg

Assist in preparation of presentation materials including pitch books, information memorandum and institutional investor / lender’s presentation materials

Prepare financial analysis on companies including ratio analysis, comparables and financial models with projections

Assist in the preparation of transaction memorandums, credit analysis, and corporate credit ratings analysis

Conduct heavy research and aggregate data using the firm’s CRM system

Create industry specific market maps and present findings to the team

Handle report building and analytics

Prepare marketing materials and help to secure meetings

Assist with projects and other tasks as requested

Apply today if you meet the criteria above.

Analytical acumen including core knowledge of finance and accounting principles

Working with senior Aviation originators and relationship managers to originate new prospects

Other various responsibilities as directed

Preferred programs of study include business, finance, economics or other quantitative fields of study

No experienced required – recent graduates are welcome, or seniors on track to graduate in May 2023

Exemplary MS Office skills, including proficiency in Excel and PowerPoint

· Previous experience in public finance or with public agencies is a strong positive

We are currently looking for a Public Finance Investment Banking Analyst in Minneapolis, MN.

· Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected

· Well organized, attention to detail and able to manage multiple projects under pressure

· Strong verbal and written communication skills

At Piper Sandler, we connect capital with opportunity to build a better future.

Preparing marketing materials (pitch books) for Project Finance deals in the power, natural resources and infrastructure sectors

A Bachelor’s Degree in Business Administration, Finance, Economics, or a related field.

Performing due diligence for Project Finance projects in LatAm and North America in the power, natural resources and infrastructure sectors

Analyzing new transactions and preparing credit applications to be delivered to the internal credit team for their review and approval

Performing due diligence, including reviewing market studies, engineering reports, financial models, customer financial information, project contracts, and legal analyses

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