Investment Banker Associate

Bb&T Richmond , VA 23234

Posted 1 week ago

Specific information related to the position is outlined below. To apply, click on the button above.

You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Work as an integral part of an Investment Banking Team, executing financial analysis, valuation work, strategic financial research, complex modeling for preparation of materials used in client presentations or transactions under the direction of more experienced personnel. Foster client relationships, participates in client meetings, and may supervise the work of junior positions, as well as have input on due diligence.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Work as the integral part of the Investment Banking Team in executing all facets of the deal process.
2.Conduct financial analysis and valuation work.3

. Conduct strategic and financial research.
4.Prepare complex financial modeling.
5.Prepare materials used in the sale, acquisition and/or financing of our clients.
6.Prepare investment memoranda and management presentations.
7.Foster relationships with existing and potential clients in order to generate new business.
8.Participate in pitches and management presentation meetings.
9.Effectively manage people and projects.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Bachelors degree in a relevant field or equivalent education and related training
2.Three years of work experience with a quantitative background
3.Must complete Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses
4.Excellent analytical, quantitative and research skills
5.Strong teamwork and personal productivity skills in a fast paced, high pressure environment
6.Must be self-motivated and able to work with minimal supervision7

. Excellent interpersonal skills demonstrating confidence, maturity and social skills required to actively participate in developing and maintaining productive relationships with corporate executives.
8.Superb verbal, written and presentation skills
9.Demonstrated proficiency in basic computer applications such as Microsoft Office software products
10. Ability to travel, occasionally overnight

Desired Skills:

1.Previous experience in accounting, finance, or investment banking
2.Master's Degree
3.Juris Doctorate, Chartered Financial Analyst, and/or Certified Public Accounting designation

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Personal Banker 2 3 Or 4 FT (40 Hrs) Rutland Commons Branch Mechanicsville VA

Suntrust Banks

Posted 2 days ago

VIEW JOBS 3/22/2019 12:00:00 AM 2019-06-20T00:00 Job Description : Job Description Our Branch Banking Teammates are often the first to meet new clients and the ones who start them on the path to reaching their financial goals. We help them buy homes, grow businesses, send kids to college and build their futures. By having a conversation, we can understand what our clients need, and can create customized product and service solutions that address them. Our most important job as the face of SunTrust is to build a lasting relationship that help us match our clients with the exact solutions they need to help them reach their financial goals. Provide an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships by: * Utilizing resources to conduct effective consultative client conversations * Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines * Referring to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisor, Residential mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services. Focuses on all client segments serviced through retail Branch Banking network. Sources opportunities through: * Branch teammate and client referrals * Branch book of business * Telephone calling activities Ensures compliance with internal controls, operational procedures and risk management policies. Pursue on-going education of SunTrust products, services, and other lines of business. Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch. Provides industry-leading service; performs routine client maintenance requests, problem resolution and intermediate sales functions regarding deposit, credit, convenience and other product and service lines. Contributions made to meeting or exceeding client service as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. Exercised knowledge of risk management and loss prevention. Participates fully in all components of the Client Engagement Model. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct. Qualifications Basic Requirements: * High school diploma or equivalent. * Two years experience as a Client Service Specialist, In-Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail environment. * Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act. Preferred Requirements: * College level courses in subject areas such as business, finance or accounting. * Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work. * Strong probing and listening skills to uncover client needs. * Ability to respond in a professional manner with a high level of service quality. * Excellent verbal and written communication skills. * Understanding of consumer and business lending instruments as well as deposit products. * Demonstrated ability to meet or exceed sales goals. Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws. To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf Apply Now >> Refer a Friend Link for schema Suntrust Banks Richmond VA

Investment Banker Associate

Bb&T