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Robert Half Investment Banking Analyst in Boston, Massachusetts

Description We are seeking an Investment Banking Analyst to join our Financial Services team based in Boston, Massachusetts. This role offers a short term contract employment opportunity and involves working with the assistant accounting manager to properly record direct investment transactions, maintain databases, and reconcile custody holdings. As an Investment Banking Analyst, you will also be responsible for preparing valuations of public and privately held direct investments and ensuring compliance with document retention policies and procedures related to direct investments.

Responsibilities:

• Work with the assistant accounting manager to properly record direct investment transactions

• Maintain Equitrak, our direct investment tracking database, and reconcile custody holdings

• Prepare valuations of public and privately held direct investments

• Ensure compliance with document retention policies and procedures related to direct investments

• Obtain investment related information by working with other groups

• Collaborate with auditors on all aspects of direct investment reporting

• Analyze performance of direct investments both at the individual fund and “synthetic” portfolio level

• Prepare and maintain various direct investment track records that are used in fundraising and marketing

• Utilize skills such as Bloomberg Terminal, CapEx, Capital IQ, CRM, Data Mining Techniques, Buying Processes, Capital Management, Credit, Debt Financing, Due Diligence, and Investment Accounts in daily tasks and responsibilities. Requirements • Proficiency in using Bloomberg Terminal for financial analysis and data management

• Familiarity with Capital IQ platform for financial research and analysis

• Demonstrated knowledge of CapEx (Capital Expenditure) calculations and implications

• Experience with CRM (Customer Relationship Management) software for client management

• Understanding of data mining techniques for business intelligence

• Ability to manage investment buying processes effectively

• Expertise in capital management strategies and practices

• Comprehensive understanding of credit analysis and management

• Experience in debt financing and its implications on business finances

• Proficiency in conducting due diligence for investment decisions

• Experience in managing and optimizing investment accounts.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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