The Banking Assistant (“BA”) Associate position was created for individuals who are interested in assuming greater responsibilities and working in a fast paced environment. The Associate BA's primary responsibility with be to provide research and administrative to other analysts (Financial Analyst) on the team and other Bankers within the firm. As an Associate BA's will work on research projects for the bankers and any additional challenging opportunities they wish to be involved in. Working alongside a group of junior-level bankers allows BA's constant exposure to the ‘behind the scenes' perspective of the investment banking industry.
Research Responsibilities:
- The company has numerous database sources (see below) for retrieval of data to deliver
- General company and industry information gathering
- SEC filings, and specific documentation within these filings
- Research for creating company specific and industry reports
- News runs
- Bloomberg information requests
- M&A deal specific information and statistics
- Stock ownership runs
- Secondary research for financial data and statistical information on companies and industries
- SDC analysis (premium paid and fee analysis)
- Creating Public Information Books (PIBs)
Required Skills
Required Skills
- As the position requires regular and frequent interaction with bankers of all levels across the firm, the candidate should be comfortable with communicating with a wide range of employees
- Ability to multi-task and quickly adapt to changing business needs
- Conscientious and hard working
- Strong attention to detail and accuracy
- Strong communication skills
- Strong computer skills (Microsoft Suite – Excel, PPT, Word, etc.) Salesforce.com is a plus
Background/Qualifications
- New York based Hours: 8:30-4:30pm
- Bachelors Degree (business / accounting major preferred from nationally accredited university)
- BA/CA with about 1-2 years of experience in financial research and analysis. Experience in working with financial services and related organizations including brokerage firms, third party research outfits, investment banks, private equity firms, corporate finance firms, etc.
- Good understanding of reading financial statements, interpreting analyst transcripts and guidance coming from top management of corporations
- Experience in access and use of public information and proficiency with multiple proprietary third-party tools and databases
- Excellent quantitative analytical skills and experience
- Ability to use Excel, PowerPoint, Word, etc
Database/research skills
Exposure to using any of the following data sources
- Capital IQ
- Factset
- ThomsonOne
- Factiva
- SDC (data included in ThomsonOne)
- Daily Deal - The Deal Pipeline
- S&P LCD
- S&P Ratings Direct
- Debtwire
- Markit Loan
- IRESS
- Bloomberg
- Mergermarket
- BoardEx
- SNL
- Advantage Data
- CreditSights
- Greenstreet
- Loan Connector
- Perfect Information
- Euromonitor
RRD IS AN EEO/AA INCLUDING VETS AND DISABLED EMPLOYER
Required Experience
Qualifications: Required Skills
- As the position requires regular and frequent interaction with bankers of all levels across the firm, the candidate should be comfortable with communicating with a wide range of employees
- Ability to multi-task and quickly adapt to changing business needs
- Conscientious and hard working
- Strong attention to detail and accuracy
- Strong communication skills
- Strong computer skills (Microsoft Suite – Excel, PPT, Word, etc.) Salesforce.com is a plus
Background/Qualifications
- New York based Hours: 8:30-4:30pm
- Bachelors Degree (business / accounting major preferred from nationally accredited university)
- BA/CA with about 1-2 years of experience in financial research and analysis. Experience in working with financial services and related organizations including brokerage firms, third party research outfits, investment banks, private equity firms, corporate finance firms, etc.
- Good understanding of reading financial statements, interpreting analyst transcripts and guidance coming from top management of corporations
- Experience in access and use of public information and proficiency with multiple proprietary third-party tools and databases
- Excellent quantitative analytical skills and experience
- Ability to use Excel, PowerPoint, Word, etc
Database/research skills
Exposure to using any of the following data sources
- Capital IQ
- Factset
- ThomsonOne
- Factiva
- SDC (data included in ThomsonOne)
- Daily Deal - The Deal Pipeline
- S&P LCD
- S&P Ratings Direct
- Debtwire
- Markit Loan
- IRESS
- Bloomberg
- Mergermarket
- BoardEx
- SNL
- Advantage Data
- CreditSights
- Greenstreet
- Loan Connector
- Perfect Information
- Euromonitor
RRD IS AN EEO/AA INCLUDING VETS AND DISABLED EMPLOYER