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Associate III
Company | Truist |
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Location | New York, NY, USA |
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Salary | $200000 – $200000 |
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Type | Full-Time |
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Degrees | Bachelor’s, Master’s |
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Experience Level | Senior |
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Requirements
- BA/BS degree
- Licenses: Series 7, 79, 63
- 5 years of related work experience
- Strong knowledge of investment banking, equity markets, industry sector, and/or financial products
- Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
- Strong organizational and leadership skills
- Advanced skills in written and oral communications, and interpersonal relationship management
- Solid analytical and sales skills
Responsibilities
- Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
- Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
- Helps coach, mentor and teach Analysts or Interns.
Preferred Qualifications
- MBA degree, with a Finance focus
- 5-6 years of related work experience
- Experience in mentoring and coaching