Sales Coordinator responsible for equipment finance transactions; providing support and ensuring compliance across documentation processes. Working with clients and internal teams to complete transactions accurately and timely.
HB
Hybrid Analyst – Financial Advisory Services
Posted 19 minutes ago
About the role
- Join Capstone Partners as an Analyst or Associate in investment banking. Engage in special situation transactions in a collaborative team across various locations.
Responsibilities
- Prepare, analyze, and develop financial models for historical and projected financial information, including preparation and review of three-statement models, 13-week cash flow projections, debt capacity analyses, merger models, and valuation analyses
- Execute M&A, capital raise, and LME/Restructuring transactions, manage day-to-day process activities, and maintain strict deadlines
- Organize and prepare confidential information memoranda, management presentations, marketing pitches and other presentations
- Lead the maintenance and execution of counterparty diligence activities for transactions
- Build relationships and maintain contact with clients, prospective clients, and professional advisors
- Supervising and mentoring other junior professionals
Requirements
- Bachelor’s degree, preferably in accounting, finance, or related discipline
- Analyst: 1+ years of investment banking experience, preferably involving special situations/corporate restructuring experience
- Associate: 3+ years of investment banking experience, including at least 2 years of special situation/corporate restructuring experience
- Excellent analytical skills and ability to develop and maintain financial models using Excel
- Strong knowledge and practical experience with special situations, restructuring, and bankruptcy transactions
- FINRA Series 79 and 63 licenses (63 where required by state)
- Experience with Pitchbook and CapIQ
- Must be authorized to work in the United States – E-Verify Employer
- Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
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