Cashflow Finance Associate role at a fintech helping SMEs with funding needs. Engage in structuring, analyzing, and managing lending opportunities within a dynamic team.
About the role
- Investment Banking Analyst on Wells Fargo's REGAL team analyzing market strategies and preparing client presentations. Collaborating with clients and colleagues to deliver strategic insights.
Responsibilities
- Participate in analyzing companies, developing strategies for clients, and pulling and synthesizing market and industry research
- Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
- Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal and external customers
Requirements
- 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor's Degree with academic distinction and coursework in financial accounting, corporate finance and Real Estate
- 12+ months experience in Investment Banking or Real Estate, Gaming, Lodging or Leisure sectors
- Ability to work effectively, as well as independently, in a team environment
- Ability to work in a fast-paced deadline driven environment
- Strong financial modeling skills
- Strong organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Professional experience through internships, part-time or full-time work, and/or extracurricular activities
- Dedication to building a career in Investment Banking
- Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
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Experience level
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Degree requirement
Location requirements
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