Investment Banking Analyst Program - Full-Time - Y2 - Client Advisory Group
Responsibilities
The Client Advisory Team (“CAT”) works closely with coverage bankers and a wide range of product groups, acting as the primary corporate finance, advisory and special situations financing unit. Our mission is to build long term relationships of trust with C-Suite and Treasurers of large cap corporate clients by providing differentiated advice and transaction leadership. CAT is comprised of the following activities:
- Advisory & Financing Group:
- Executes strategic corporate financings (eg. acquisitions, separations) for the most visible M&A deals on Wall Street
- Delivers corporate finance advice based on detailed analysis (eg. valuation drivers, capital allocation & capital structure optimization)
- Ratings Advisory: builds credit rating strategies, prepares initial ratings, communication strategy
- Mergers & Acquisitions: advisory and execution across the full M&A product suite, in addition to valuation and strategic corporate advice with a cross-border focus
Advisory & Origination
- Work within an investment banking team to perform financial analysis and corporate finance advisory in support of senior team members
- Combine conceptual and “real world” corporate finance knowledge to form opinions and provide recommendations on strategic positioning / shareholder analysis / valuation drivers / capital allocation / capital structure / potential targets / financing solutions / ESG strategy
- Coordinate between different teams to structure multiproduct solutions and create cohesive recommendations, including: Industry Coverage, Advisory & Financing Group, Debt & Equity Capital
- Markets, Mergers & Acquisitions, Credit Ratings Advisory, ESG, Syndicate, Equity Derivatives, IR/FX Derivatives, etc.
- Build detailed three statement models and other bespoke financial models to underpin analysis
- Assist in the preparation of clear and concise bespoke presentation materials
Transaction Execution
- Play a key role in the development of internal underwriting memo / credit applications and valuation materials for strategic transactions (acquisition financings, spin/split-off financing, M&A advisory), including financial analysis and transaction memoranda
- Assist senior members in due diligence, including financial, business, industry, and legal
- Take part in client meetings and discussions
- Understand and take part in the legal documentation process
- Assist in defining the transaction risks, mitigants and investment highlights in underwriting or participating in a financing
- Liaise with credit and risk officers, legal and other transaction groups to underwrite the transaction
Our corporate value chain has experienced significant growth over recent years. Clients recognize the quality of AFG analysis on engagements, for which we expect continued momentum as SG invests to grow its M&A and ECM business in the US.
Profile required
Soft Skills - Required:
- Resourceful and curious self-starter; able to generate opinions and assist in idea generation
- Team player with strong interpersonal skills and collaborative attitude
- Excellent written and verbal communication skills
Technical Skills - Required:
- Demonstrated interest in economics, finance and business
- Logical mindset with demonstrated success in solving complex problems through analytical skills and creativity
- Knowledge of financial accounting concepts and corporate finance
- Interest in understanding corporate equity and credit “stories” and priorities of key stakeholders (shareholders, creditors, rating agencies, others / ESG)
- Proficient in Microsoft Excel, PowerPoint and Word
Technical Skills - A Plus:
- Financial modeling, including experience building three-statement models, detailed operating builds and capital structure scenarios, accretion / dilution, etc.
- Knowledge of capital raising, credit, due diligence, running internal deal / approval processes; understanding of deal documentation, including public exchange filings, proxies, merger agreements, fairness opinions, credit agreements and indentures
- Valuation techniques such as discounted cash flow analyses and leveraged buyout modeling
- Statistics, coding (eg. R, Python)
Experience Needed:
- 1-2 years of relevant investment banking work experience (eg in mergers & acquisitions, leveraged finance, corporate finance, industry coverage) and/or a demonstrated interest in the field
Educational Requirements:
- Bachelor’s degree from a top tier university, strong academic performance
Certifications:
- A plus but not required: Series 7/79 and Series 63 certifications. If not already registered, must complete these exams within 5-months of hire.
Business insight
OUR CULTURE:
At Societe Generale, 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. Societe Generale 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.
For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)
D&I:
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our Diversity & Inclusion Vision:
• Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
• Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
• Engage our community and marketplace, and position the organization to meet the needs of all its clients
For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/societe-generale-about/diversity-and-inclusion/)
HYBRID WORK ENVIRONMENT:
Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.
COMPENSATION & SALARY RANGE:
Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience.
Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.