div>
Tip: Enter a city, state, or ZIP code in the "Location" box to see jobs near you.
About This Role:.
div>
About This Role:.
Prior employment must include two (2) years of experience with: reviewing and working with financial models including return on investment models, operating models, strategic decision projections, discounted cash flow and payback models, capital budgeting and working capital models, and analyzing precedent cases and/or transactions; coordinating with teams across divisions to provide guidance to stakeholders on financial performance and complex operational and financial transactions including investments, acquisitions and divestitures; developing model outputs and Board-level presentations related to various topics including business strategy, corporate finance, investment analysis and macroeconomics that require Microsoft Word, PowerPoint, Excel and Alteryx; analyzing regulatory filings, financial statements, and industry analyst research reports; analyzing company's and/or stakeholder's exposure to a variety of operating and financial markets and determining their potential impact on financial and strategic metrics, including revenue and profitability parameters, valuation metrics, including asset value and enterprise value; and evaluating and supporting financial transactions, including acquisitions and divestitures in excess of $250mm. Develop and strengthen client relationships by participating in our advisory teams and in structuring and executing a full range of financial transactions, with a focus on mergers and acquisitions, debt issuances, and initial public offerings (IPOs) for real estate companies and Real Estate Investment Trusts (REITs) globally.
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering.
p>Qualifications: • 6-10 years of experience • Experience in the Financial Services industry, specifically within Banking • Degree in Finance or closely related areas of Business Administration • MBA or Masters Degree in Business preferred • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes • Consistently demonstrates clear and concise written and verbal communication skills • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products • Series 79 and 63 within 90 days of joining. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
p>Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. Produce high-quality investment banking deliverables used to train and evaluate AI systems, including: Valuation analyses (DCF, trading comps, precedent transactions).
Our offering consists of comprehensive financial advisory and capital raising services including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. We strive for a culture in which we are empowered to excel together every day.
p>Proven experience providing quantitative and analytical support for M&A and capital markets transactions, IPOs, equity follow-ons, SPACs, investment grade, and leveraged finance debt offerings in the Consumer Retail and Business Services space Experience supporting Senior Bankers across all stages of a transaction lifecycle, including pitching and bake-off, preparing marketing materials and financial models, and deal execution Background in sector coverage or M&A Bachelors degree, advanced degree preferred Series 79, 63, and SIE licensing preferred. You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model allowing for in-office work from home flexibility Generous vacation, personal, and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs.
Investment Banking & Capital Markets \u2013 Banker \u2013 Technology - Vice President / Associate. Job ID:R0417587 Listed: 2025-12-12 Regular/Temporary: Regular Location: San Francisco.
ul>
p/> We strive for a culture in which we are empowered to excel together every day. Our offerings consist of comprehensive financial advisory and capital raising services including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms.
ul>
ideally you have 3+ years' experience working within in Equity Capital Markets or investment banking (with a Bachelors degree) or 1+ year experience working within in Equity Capital Markets or investment banking (with a MBA) • familiarity with financial and valuation analysis and utilizing financial services industry database and tools including PowerPoint, Excel, Dealogic, Bloomberg, etc. The Equity Capital Markets team is specifically responsible for sourcing and executing equity transactions, including Initial Public Offerings (IPOs), follow-on offerings, SPACs, block trades, equity-linked offerings, and private placements on behalf of UBS corporate and financial sponsor clients.