Conducted equity research in industries including commodities, energy and transportation. Developed financial models to assess mergers, acquisitions, leveraged buyouts and capital structure solutions. Most investment banking analyst positions require candidates to master financial analytical and modeling skills. Monitored sell side consensus estimates, valuations, and research accuracy. Created financial models, comparable company analyses, DCF analyses and company ownership analyses based on public information. This is an important “soft skills” question. Coordinated and organized weekly intermediaries' meeting for the IPO Project and wrote summaries for the meeting. Worked with senior management of client companies to refine financial projections, develop strategic plans, and prepare board presentations. The Series 79 exam is a test to determine whether a registered representative is qualified to become an investment banker. Conducted investor research on Venture Capital and Private Equity historical transactions and investment trends. Utilized this knowledge to create a management presentation and draft a 40-page Confidential Information Memorandum for Noranco's potential buyers. Prepared investor list using Capital IQ and PitchBook; and investor data room. Identified Enterprise value, EBITDA multiples, and 10 potential Private Equity investors, narrowing list down to 3 candidates. Worked directly with senior management to source, evaluate and execute transactions for boutique firm led by former bulge bracket investment bankers. Selected transactions include: S.C. Johnson & Son, Inc.: $150 million senior secured debt private placement. That takes a nimble intellect. As an investment banking Analyst one should have the technical skills to analyze the Financial statement and the financial statement analysis include 1. Selected for 12 week assignment to assist the Real Estate Finance team with debt restructuring, portfolio management and strategy. Prepared and reviewed Balance Sheet schedules and Financial Package for Management. Supported operations to enhance profitability, while gaining enhanced knowledge of the IPO market in China. Hands-on … Created operating and technical process flow visuals for internal and client presentations. Analyzed past M&A activity to build precedent transaction database for internal use Constructed offering memorandums for Capital Markets Committee, Reported directly to Chairman/CEO (Currently Vice Chairman of Deutsche Bank), responsible for capital markets activities and client coverage, Participated in over $12 billion of capital markets transactions Provided capital raising, financial and strategic advisory services to major corporations. Utilized different models to do evaluation and made recommendations for target companies. Candidates should be adept at identifying and exploring them. Completed legal due diligence on renewable energy companies considered for a merger or acquisition. Interest Rate source: indeed.co.uk The qualifications of an Investment Banking analysts are rigorous and you must have mos… Entrepreneurial Skills. Consolidated financial statements for two entities, creating parent company for DCF valuation. Prepared pitch books and presentations for client meetings. Performed industry reviews and drafted pitch materials, management presentations, and memorandums. Developed pro forma valuations to evaluate various scenarios and sensitivities across M&A & capital structure changes. Drafted confidential information memorandum with detailed industry overview, company details, Conducted financial analysis and created management presentations involving extensive valuation for the IPO's of iRobot, CrossMatch, and Aerovironment. Developed three statement and discounted cash flow (DCF) models for a $22M SaaS loan pricing software company. Represented numerous transactions at middle-market investment bank. Drafted private placement memorandums and fairness opinions. Conducted due diligence and background check on live transactions and helped build investor presentation for 5 new deals in the pipeline. Organizational Packet, Invitation Letter, Confidential Information Memorandum, Lender Presentation and closing documentation. Analyzed the impact of capital markets on the feasibility of financing alternatives and debt pricing Participated in due diligence with senior executives. Leadership potential is key. investment banking analysts Investment banking analysts are the workhorses of an investment banking team; they are typically straight out of top undergraduate programs, and join the bank for a two-year analyst … Constructed an LBO model and credit package outlining term Created Leveraged Buyout (LBO) financial model for $7M asset purchase of an assisted technology device distributor. Created valuation analyses, including DCF, LBO, EPS accretion/dilution, and industry multiples. Presented valuation analysis from IPO and M&A dual process case study to senior bankers. Selected as sole arranger for Omnipoint Corporation s $105M syndicated bank facility. Completed an extensive valuation and strategic alternatives analysis for a Southern California based multifamily Produced materials to provide strategic advice on capital markets trends/conditions and innovative asset financing solutions. Created positioning, valuation, and memorandum material in the execution of public/private offerings and M&A transactions. Presented Conducted industry research on competitors and identified and assessed potential strategic buyers and financial sponsors. Completed comparable company analysis and conducted research in Latin American energy and IT services sectors to develop deal documentation for roadshow. Performed valuations for client companies using comparable company, precedent transactions and discounted cash flow analyses. Provided analysis for buy and sell sides of transactions involving small-to-mid-sized private technology companies. Involved in all facets (preparation of pitches, offering materials and investor contact) of the private placement process. Revised, analyzed and made projections of financial statements and sensitivity analyses of cash flow. These days, more and … ! Helped build dynamic financial model including LBO, DCF and comparables analysis based on financial due diligence. 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