Senior investment analyst vs investment banking analyst

Differences between senior investment analyst and investment banking analyst duties and responsibilities

Senior investment analyst example responsibilities.

• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Quoted on Bloomberg in reaction to corporate earnings announcements.
• Utilize Bloomberg and other market resources to verify the new assets are setup correctly.
• Assist in preparation of quarterly financials and annual GAAP or IFRS financials and audits.
• Provide coverage of all strategies within the event driven, long/short equity, relative value and macro designations.
• Expedite processing procedure by developing and enhancing VBA driven excel compliance tools
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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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