Client Management

Client Management

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field of study
• 6 years of experience in the job offered or as Client Management, Equity Capital Markets Associate/Analyst, Global Corporate Banking Associate/Analyst, Wholesale Credit Associate/Analyst, Commercial Banking Associate/Analyst, or related occupation
• 5 years of experience designing and developing flexible Excel and PPT reports with advanced functionalities including vlookup, index match, and pivots
• 5 years of experience with precedent deals, structures, and outcomes within the Energy and Power sector
• 4 years of experience analyzing technical drivers of markets, including equities, using tools including Bloomberg
• 4 years of experience advising clients on expected market pricing in the Energy and Power sector
• 4 years of experience using technical information around the Energy and Power sector and considerations for raising equity capital to advise clients
• 2 years of experience executing Energy and Power ECM transactions including both IPOs and follow-on offerings while adhering to legal and regulatory requirements
• 2 years of experience using Factset and Eikon
• 2 years of experience using arrays in Excel to develop reports in Excel and PPT
• 2 years of experience advising clients on market receptivity, timing, and strategies for raising equity capital in the Energy and Power sector
• Passage of SIE, Series 79, and Series 63 FINRA licensing exams within 30 days of start

Responsibilities

• Responsible for holistic financial transactions involving preparing client marketing materials, navigating internal underwriting commitments committee and carbon assessments, legal document review, and execution
• Making recommendations to clients regarding timing and strategy based on assessing market conditions, corresponding with investors, and facilitating the end-to-end process during execution of transactions
• Utilize applications to create content for client marketing materials such as equity market overviews, shareholder analysis, and peer comparisons and benchmarking
• Identify bottlenecks in transactions, conflicts of interest, and regulatory roadblocks to streamline the deal process by using databases and coordinating with clients, counsels, and compliance groups
• Formulate market views and identify potential client opportunities or challenges by using a database to track global markets, macro trends, and develop analysis of trends and their impacts broadly and to the Energy and Power sectors

Preferred Qualifications

No preferred qualifications provided.