Corporate Client Coverage Analyst

Jobtailor; Illinois; On-site; USD 55,000 - 70,000; Full time

Job summary

Jobtailor in the United States seeks an entry-level finance professional to build and analyze complex financial models and support capital markets tasks. You will create compelling materials using Excel and PowerPoint and collaborate with Credit and Corporate/Investment Banking teams.

The role involves evaluating securities products for clients, handling multiple high-priority opportunities, and starting with necessary securities licenses (SIE, Series 79, Series 63) after start date.

Qualifications

• 0–2 years of relevant work or internship experience in finance, accounting, or a related field.
• Strong analytical and quantitative skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Responsibilities

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create presentation materials using PowerPoint, Excel, Word, and other relevant software.
• Develop working relationships with peers and senior professionals in Credit, Capital Markets, and the organization.
• Manage multiple high-priority opportunities simultaneously.
• Complete basic credit and corporate finance analysis independently.
• Support Managing Directors.
• Assess whether securities products and capital markets services are appropriate for clients.
• Partner with business teams to provide products and services to clients.
• Perform other duties as assigned and adapt to changing priorities.

Skills

Financial Modeling

Excel Proficiency

PowerPoint Proficiency

Analytical Skills

Communication Skills

Education

SIE license / in progress

Series 79

Series 63

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

• Build and understand complex financial models
• Perform complex financial analysis with minimal oversight
• Create presentation materials using PowerPoint, Excel, Word, and other relevant software
• Develop working relationships with peers and senior professionals in Credit, Capital Markets, and the organization
• Manage multiple high-priority opportunities simultaneously
• Complete basic credit and corporate finance analysis independently
• Support Managing Directors
• Assess whether securities products and capital markets services are appropriate for clients
• Partner with business teams to provide products and services to clients
• Perform other duties as assigned and adapt to changing priorities

Requirements

• 0–2 years of relevant work or internship experience in finance, accounting, or a related field
• Strong analytical and quantitative skills
• Proficiency in Microsoft Excel and PowerPoint
• Effective written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong attention to detail and organizational skills
• Ability to work collaboratively and independently
• Ability to obtain and maintain required securities licenses
• Authorized to work in the U.S. without employment-based immigration sponsorship now or in the future
• Graduating Class of 2027
• GPA of 3.3 or higher
• Strong Excel and PowerPoint skills
• Ability to multitask while maintaining attention to detail
• Ability to work in a time-sensitive environment
• Excellent communication and interpersonal skills
• Strong entrepreneurial spirit
• Relevant internships and co-op program experience
• Experience or demonstrated interest in Corporate & Investment Banking, Leveraged Finance, and/or Capital Markets is a plus
• SIE, Series 79, and Series 63 licenses to be obtained immediately after start date

Core Competencies

Demonstrates strong analytical and quantitative skills, with proficiency in Microsoft Excel and PowerPoint for financial modeling and analysis. Capable of managing multiple priorities in a fast-paced environment while maintaining attention to detail and effective communication.

Highest-signal resume keywords

• Financial Modeling
• Microsoft Excel Proficiency
• Microsoft PowerPoint Proficiency
• Analytical Skills
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Credit Analysis
• Corporate Finance Analysis
• Quantitative Skills
• Attention to Detail

Soft Skills

• Organizational Skills
• Interpersonal Skills
• Collaboration
• Multitasking
• Adaptability

Certifications & Qualifications

• Securities Licenses
• SIE
• Series 79
• Series 63

Industry Keywords

• Corporate & Investment Banking
• Leveraged Finance
• Capital Markets

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word