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Research Analyst – Capital Advisory

Research Analyst – Capital Advisory

CompanyLincoln International
LocationChicago, IL, USA
Salary$75000 – $85000
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior

Requirements

  • Analytic foundation with understanding of financial statements and proficient Microsoft Excel skills
  • Strong writing skills and experience with PowerPoint and Microsoft Word
  • Effective organizational skills and the aptitude to manage people and work products
  • Self-motivated and experienced in taking initiative on thoughtful research and related analysis
  • Strong communication skills and experience interacting with teammates and clients
  • 1-2 years of professional experience in corporate finance, equity research (or similar), accounting, or related field
  • Bachelor’s degree in Finance, Accounting, Economics or a related field from top tier institution; strong academic record

Responsibilities

  • Identifying and maintaining a database of potential target businesses / clients
  • Maintaining an external watch list along with related credit profiles
  • Preparing and completing ‘idea books’ to pitch to target businesses / clients
  • Preparing marketing materials for meetings with potential clients
  • Interacting with clients and preparing meeting deliverables and follow ups
  • Tracking the capital markets and analyzing any changes within the markets
  • Supporting the senior members of the Capital Advisory Group (specifically within the creditor business marketing initiative)

Preferred Qualifications

    No preferred qualifications provided.