Investment banking analyst vs senior finance analyst

Differences between investment banking analyst and senior finance 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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Senior finance analyst example responsibilities.

• Used SharePoint repository to manage all project documents.
• Manage deployment of SQL databases across multiple platforms within a secure environment focusing on security and data integrity.
• Leverage and improve key performance indicators to drive portfolio management to core business team leads and executive sponsors.
• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Validate data in Hyperion EssBase for implementation.
• Perform month end accounting close activities including preparation of accruals and monthly financial analysis reports for business unit management.
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