Investment banking analyst vs associate analyst

Differences between investment banking analyst and associate analyst duties and responsibilities

Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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Associate analyst example responsibilities.

• Lead negotiations of a new partnership with logistics company to save an estimate $40K per year in freight expense.
• Manage Salesforce account with customer credentials
• Manage project team meetings using SharePoint calendars.
• Log, assign, and tracks' request, files, documents in DHS database.
• Attend briefings of several different DoD agencies to learn their respective equities.
• Implement targeted changes to C++ application to execute algorithm experiments from MATLAB.
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