JOB OVERVIEW

Operational Duties
1. Spread financial statements on computer software and preparing financial models
2. Perform detailed analysis of client’s financial information and industry data
3. Prepare sections of the Transaction Document/Private Placement Memorandum
4. Attend training sessions that enhance his/her overall knowledge of a service offered by the company
5. Perform research regarding deals under consideration, this includes: analysis of competitors, companies and markets, qualitative comparisons, analysis of market trends, etc.
6. Track and update statistical research database
7. Track current development and prospects in a particular market (real estate, hospitality, etc.)
8. Perform research on valuation multiples using various database sources
Personal Qualities
1. Display a high degree of professionalism and integrity with staff
2. Promote goodwill by being courteous, friendly and helpful to managers and fellow employees