2024 Investment Banking Summer Analyst

3 weeks ago

Canada Savvy Capital Full time

Company Overview:Savvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in supporting the daily operations of our investment banking activities. This internship offers a unique opportunity to gain hands-on experience in the financial services industry, working closely with our team to manage client onboarding, sales tracking, and account progress.Key Responsibilities:Client Onboarding Automation: Design and implement automated processes for efficient client onboarding to ensure a seamless experience.Front End Sales Tracking: Monitor and analyze sales activities, providing insights and updates to the team.Client Account Progress: Track and report on the status of client accounts and transactions, ensuring timely progression through the various deal stages.Accounting and Costing Operations: Assist in managing accounting and costing operations, including budgeting, expense tracking, and financial reporting.Qualifications:Education: Current student or Bachelor's degree in Finance, Business, or a related field.Experience: Familiarity with key processes and operations within an investment bankTechnical Skills: Proficiency in financial modeling, valuation, and the use of relevant software and tools.Communication Skills: Strong interpersonal and communication skills, with the ability to engage effectively with clients and team members.Analytical Skills: Exceptional analytical and quantitative abilities, with attention to detail and accuracy.Organizational Skills: Excellent multitasking and organizational capabilities, able to manage multiple projects simultaneously.Additional Experience: Experience working with marketing agencies and systems is a plus.Why Join Savvy Capital:Hands-On Experience: Gain practical experience in investment banking operations and client management.Innovative Environment: Work in a dynamic and growth-oriented firm with a focus on innovation in financial services.Professional Development: Enhance your skills and knowledge through exposure to various aspects of investment banking and financial management.

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