Junior Investment Banking Analyst - Asset & Wealth Management (Hybrid/Remote)
Junior Investment Banking Analyst - Asset & Wealth Management (Hybrid/Remote)
Augment Jobs
Houston, TX
See who Augment Jobs has hired for this role
Company Overview: We are a leading financial services firm specializing in asset and wealth management, providing tailored solutions to institutional and individual clients worldwide. With a commitment to innovation and client success, we offer a dynamic work environment that fosters growth and career development.
Position Overview: As a Junior Investment Banking Analyst specializing in Asset & Wealth Management, you will play a pivotal role in supporting our team of seasoned professionals in executing financial transactions and providing strategic advisory services to our clients. This role offers a unique opportunity to gain hands-on experience in financial analysis, market research, and investment strategy formulation.
Key Responsibilities
Position Overview: As a Junior Investment Banking Analyst specializing in Asset & Wealth Management, you will play a pivotal role in supporting our team of seasoned professionals in executing financial transactions and providing strategic advisory services to our clients. This role offers a unique opportunity to gain hands-on experience in financial analysis, market research, and investment strategy formulation.
Key Responsibilities
- Assist in conducting financial analysis, modeling, and valuation exercises.
- Support the preparation of client presentations, pitch books, and investment memoranda.
- Conduct industry and market research to support investment decision-making.
- Collaborate with senior team members in deal execution and client relationship management.
- Monitor financial markets and economic trends to identify opportunities and risks.
- Contribute to the development of investment strategies and asset allocation recommendations.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Strong analytical and quantitative skills, with proficiency in financial modeling and Excel.
- Excellent verbal and written communication skills.
- Ability to work both independently and collaboratively within a team environment.
- Interest in asset management, investment banking, or related financial services.
- Prior internship or work experience in investment banking, asset management, or financial advisory.
- Familiarity with Bloomberg Terminal or other financial data platforms.
- CFA Level 1 or progress towards CFA designation is a plus.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings plan with company match.
- Professional development opportunities and support for continuing education.
- Flexible work schedule with remote and hybrid options.
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Technology, Information and Internet
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