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Duties: Responsible for covering financial institutions, specifically market structure and asset management. Responsible for ensuring the accuracy of a variety of valuation analyses: discounted cash flow valuation ("DCF"), public and transaction comparables, leveraged buyout ("LBO"), and other bespoke valuation methodologies. Calculate the weighted average cost of capital used to discount cash flows in a DCF. Responsible for reviewing accretion / dilution, value creation, ability to pay, paydown analysis, and return on invested capital analyses to evaluate the attractiveness of potential acquisition opportunities. Day to day coverage of companies in the sector. Formulate and assist in the preparation of marketing materials for client meetings. Attend client meetings to gather feedback and foster a relationship with management. Participate in transactional execution (M&A, debt and equity raises) including reviewing and formulating financial analyses, preparing and presenting internal committee memoranda and client presentations. Run a start-to-finish M&A transaction process, including conducting diligence on target company, drafting marketing materials, coordinating investor diligence sessions, and structuring legal agreements. Advise clients on managing fund-raising processes both in the public and private capital markets, including preparing marketing materials, articulating investment highlights to the potential investor base, helping draft offering memorandums, and coordinating management meetings. Attend various client sessions / events as well as relevant industry conferences. Assist with the recruitment and retention of new talent. Ensure a high level of quality in all investment banking project materials.
Minimum education required: Bachelor's degree or equivalent in Finance, or related field.
Minimum experience required: 4 years of financial modeling experience, or related experience.
Skills Required: Must have experience conducting comprehensive valuation analysis using private and public information to properly identify comparable companies and precedent transactions. Must have experience creating financial and operating models (including discounted cash flow, leveraged buyout, cost of capital, accretion / dilution, and merger analyses), including specific prior exposure to the market structure and asset management industry. Must have experience interacting with and explaining analyses to investment banking clients, including in the context of mergers and acquisitions and capital markets offerings. Must have demonstrated knowledge of the solutions an investment bank offers to its clients, including advisory, capital markets execution, revolving credit facilities, loans and private placements. Must have merger & acquisitions transaction experience, including reading contracts, arriving at a valuation, rendering a fairness opinion, preparing bid materials, constructing a dataroom, and other tasks critical to a successful M&A transaction. Must have demonstrated knowledge of structuring debt transactions, particularly term loans and bonds. Must have experience with the process from a financial modeling, marketing, and legal perspective. Must have experience executing equity transactions, such as follow-ons and the associated analyses required to arrive at a transaction size and pricing. Must have demonstrated knowledge of how to use financial software and databases including, but not limited to - SNL, Simfund, FactSet, Bloomberg, S&P Global Market Intelligence, and Dealogic. Must have demonstrated knowledge of corporate finance necessary for valuation. Employer will accept any amount of professional experience with the required skills.
Internal Number: 5871130
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