CERTIFICATIONS FINRA Series 79 and SIE Certifications. 2 years of experience with growth or opportunistic investing, with a focus on the consumer sector; 2 years of experience in investment banking, specifically mergers and acquisitions advisory; 2 years of experience using Customer Relationship Management tools e.g. Salesforce, Dealcloud, Affinity, etc. to manage deal sourcing; 4 years of experience using Microsoft Powerpoint to develop internal and external presentation materials; 4 years of experience with Capital IQ, Bloomberg, Pitchbook, and Microsoft Excel Powerpoint; and 4 years of experience with advanced financial forecasting and modelling, corporate finance valuation, accounting, and economics. Experience can be concurrent.
Categories: eb3
0 Comments