Description
Advise corporations, governments, and financial sponsors on raising capital and strategic transactions, including underwriting debt and equity and mergers and acquisitions. Structure, price, and execute financings and deals, perform analysis and due diligence, and manage client relationships from pitch to closing.
- • Advise clients on capital raising strategies, including debt and equity issuance.
- • Underwrite and syndicate public and private offerings.
- • Structure financing terms, covenants, and securities features.
- • Develop and deliver pitch books and proposals.
- • Build financial models for valuation, leverage, and returns.
- • Conduct company, industry, and market analysis for transactions.
- • Prepare offering memoranda, investor presentations, and marketing materials.
- • Coordinate due diligence with clients, auditors, and legal counsel.
- • Price offerings based on market conditions and investor demand.
- • Monitor markets, investor sentiment, and comparable deals to inform timing.
- • Negotiate transaction terms, fees, and documentation.
- • Manage deal execution from mandate to closing and settlement.
- • Liaise with sales and trading to distribute new issues and gather investor feedback.
- • Identify and develop new business opportunities and client relationships.
- • Maintain accurate records of mandates, approvals, and transaction documents.
- • Ensure compliance with regulations and internal policies.
- • Review and approve marketing materials for accuracy and required disclosures.
- • Prepare analyses, valuations, and fairness materials for committees and clients.
- • Present recommendations to clients and internal committees.
- • Track post-transaction performance and covenant compliance.
- • Arrange hedging solutions for interest rate, currency, or commodity exposures.
- • Evaluate costs, fees, and profitability of engagements.
- • Provide M&A advisory, including process management, structuring, and negotiations.
- • Draft NDAs, term sheets, and engagement letters with legal.
- • Prepare and update pipelines, league tables, and revenue forecasts.
- • Collaborate with risk, credit, and operations on onboarding and settlement.
- • Respond to RFPs and create client-specific pitches.
- • Train and supervise analysts and associates.
- • Manage data rooms and information flow among stakeholders.
- • Perform KYC and AML procedures for new and existing clients.
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Financial Services
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O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
