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Investment Banker Assoc
Branch Banking and Trust Co. (BB&T) | Charlotte, North Carolina
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Job Description

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Primary Purpose:

Work as an integral part of an Investment Banking Team, executing financial analysis, valuation work, strategic financial

research, complex modeling for preparation of materials used in client presentations or transactions under the direction of more

experienced personnel. Foster client relationships, participates in client meetings, and may supervise the work of junior

positions, as well as have input on due diligence.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are

not mentioned below. Specific activities may change from time to time.

1. Work as the integral part of the Investment Banking Team in executing all facets of the deal process.

2. Conduct financial analysis and valuation work.3

. Conduct strategic and financial research.

4. Prepare complex financial modeling.

5. Prepare materials used in the sale, acquisition and/or financing of our clients.

6. Prepare investment memoranda and management presentations.

7. Foster relationships with existing and potential clients in order to generate new business.

8. Participate in pitches and management presentation meetings.

9. Effectively manage people and projects.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations

may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelors degree in a relevant field or equivalent education and related training

2. Three years of work experience with a quantitative background

3. Must complete Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses

4. Excellent analytical, quantitative and research skills

5. Strong teamwork and personal productivity skills in a fast paced, high pressure environment

6. Must be self-motivated and able to work with minimal supervision7

. Excellent interpersonal skills demonstrating confidence, maturity and social skills required to actively participate in developing

and maintaining productive relationships with corporate executives.

8. Superb verbal, written and presentation skills

9. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

10. Ability to travel, occasionally overnight

Desired Skills:

1. Previous experience in accounting, finance, or investment banking

2. Master's Degree

3. Juris Doctorate, Chartered Financial Analyst, and/or Certified Public Accounting designation

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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