Requires a Bachelors degree in Business Administration, Economics, Finance, Accounting or related field, plus five 5 years of financial management or related analysis experience in the finance or investment banking industry, including experience in corporate finance; executing capital markets transactions; structuring and executing transactions within MA; performing financial research and valuation analysis; monitoring relevant transactions and market conditions; creating clientspecific financial models; and building and maintaining client relationships.br br Alternatively, will accept a Masters degree in Business Administration, Economics, Finance, Accounting or related field, plus two 2 years of financial management or related analysis experience in the finance or investment banking industry, including experience in corporate finance; executing capital markets transactions; structuring and executing transactions within MA; performing financial research and valuation analysis; monitoring relevant transactions and market conditions; creating clientspecific financial models; and building and maintaining client relationships.br br Experience must include one 1 year of experience managing or supervising junior level staff or team members; and creating client and pitch presentations including marketing materialsbr br Specific skills Also requires experience or knowledge in the following 1 Experience in debt and equity offerings and transactions; 2 Knowledge of capital markets public and private; 3 Knowledge of SP Capital IQ, Bloomberg and FactSet; 4 Experience using Microsoft Office including Excel, PowerPoint and Word; and 5 Knowledge of accounting principles and financial statement accountsbr br Any level of experience or knowledge in the specific skills is acceptable.br br Must have Series 7, 79 and 63 licenses.br br Mr. Jonathan Zachary Rand obtained his Series 7 on 06102021; Series 79 on 11162019; and Series 63 on 09122019.

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