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Banking Assistant - New York, NY

Branch ID: 5100


Pay Rate/Salary: $60,000.00 - $60,000.00

The Banking Assistant (“BA”) position was created for individuals who are interested in assuming greater responsibilities and working in a fast paced environment. BA's will work on projects for the Financial Sponsors Group related to client coverage, group strategy and broader firm initiatives related to the Financial Sponsors Group. The BA will obtain a 'behind the scenes' perspective of the investment banking industry and specifically how private equity coverage is approached and executed.


  • Maintenance of multiple databases in Excel and Salesforce

  • General company and industry information gathering

  • Research for creating company specific and industry reports

  • Bloomberg information requests

  • M&A deal specific information and statistics

Required Skills/Characteristics

  • Ability to multi-task and quickly adapt to changing business needs

  • Self-starter with strong drive and work ethic

  • Positive attitude

  • Quick Lerner

  • Excellent problem solving, trouble shooting and analytical skills

  • Strong attention to detail and accuracy

  • Strong communication skills (Written and verbal)

  • Excellent computer skills (Microsoft Suite – Excel, PPT, Word, etc.)

  • Exposure to the following resources is a plus:, Preqin and Bloomberg


  • New York based Hours: 10:00AM to 6:00PM

  • Bachelors Degree (preferred but not required to be business / accounting major, must be from a from a nationally accredited university)

  • BA/CA with about 1-2 years of experience in financial research and analysis would be a plus. Experience in working with financial services and related organizations including brokerage firms, third party research firms, investment banks, private equity firms, corporate finance firms, etc.

  • Good understanding of financial concepts

  • Excellent quantitative analytical skills and experience

  • Previous experience with Excel is preferred. We are looking for people who fit our job based on their desire to be successful and willingness to learn. All training will be provided.

  • Previous Data Entry, Administrative, Customer Service, Analytics, or banking experience would be a plus.


see above

Job ID:

Branch ID:

New York, NY

Professional Services

Job Type:
Temp to Hire Position
Professional Services


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Banking Assistant

City, State or Zip Code: New York, NY

Position Type: Temp to Hire Position

Date Posted: 6/12/2018