Investment Banking Analyst/Associate - Corporate Coverage

Permanent contract|New York|Corporate & Investment banking

Investment Banking Analyst/Associate - Corporate Coverage

New York, United States Permanent contract Corporate & Investment banking

Responsibilities

Day to day responsibilities (under the supervision of the Coverage team) include but are not limited to the preparation of:

  • Pitch presentations (slide creation and binding)
  • Pre-Screening / Support Memos (business cases and client profitability analysis)
  • Profitability analysis (advanced Excel modeling) for prospective transactions
  • Acquisition finance modeling (Three-statement, Discounted Cashflow, Merger, Consolidation)
  • Client profile development
  • Special sector studies as needed
  • Various internal reports and operational Coverage team support
  • Corporate Finance data gathering on individual clients or industrial sectors
  • Interaction with business line product specialists on specific client initiatives
  • Tracking of live deal and pitch communication for current and prospective clients
  • Yearly budget, periodic income forecast, income correction campaigns on the portfolio
  • Communication with clients for periodic Know Your Client document updates
  • Travel for industry presentations and client meetings as needed

Profile required

COMPETENCIES

Required:

  • Strong organizational skills
  • Accuracy
  • Resourcefulness
  • Strong personal drive and self-motivation
  • Strong research capabilities
  • Strong written and verbal presentation skills
  • Ability to write succinctly and convincingly (effective communication skills)
  • Ability to handle several projects at the same time (2-4 live deals or projects at once)
  • Commitment to delivering to tight deadlines
  • Ability to reason through business situations

Desired:

  • Ability to work in different time zones with product lines
  • Flexibility to work hours necessary to get tasks completed
  • Desire to develop successful career in the banking industry and in relationship management

TECHNICAL SKILLS

Required:

  • Strong Financial Accounting and Corporate Finance skillset
  • Mastery of Excel and PowerPoint
  • Excellent communication and interpersonal skills (personality fit is very important)
  • Fluent in English (written and spoken)

Desired:

  • Proficient in computer-based research tools (Bloomberg, Capital IQ, Thomson Reuters)
  • Three-statement, DCF, LBO, Merger, Consolidation financial modeling ability
  • Knowledge of bank products (can be learned over time)

QUALIFICATIONS

Required:

  • Strong interest in finance and global capital markets

Desired:

  • Prior experience accounting, asset management, consulting, or investment banking
  • 1-2 years (Analyst) or 3-4 years (Associate Y1) of prior work experience in investment banking, accounting, transaction services, asset management, or consulting

CERTIFICATIONS 

Required:

  • FINRA Series 79 & 63 registrations (successful completion of exams within 3-months of joining, if candidate is not already registered)
  • Degree in Finance, Accounting, or Economics from a first-class university

Desired:

  • Course work in Finance, Accounting, Economics, Banking, Statistics, Financial Modeling

Business insight

At Société Générale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Société Générale is committed to strengthening bonds with colleagues, communities and the world in which we live, because relationships are at the heart of how we operate.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000QST
Entity: SG Americas Securities
Starting date: 2021/11/01
Publication date: 2021/09/10
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