- Working on live transactions, supporting the team in creating marketing documents which go out to prospective buyers - Updating Excel models with up-to-date numbers - Pitch research including finding precedent transactions and peers - Joining in on and taking notes in internal and external meetings . Over the course of the internship I was on one main project (sell-side transaction) as well as a couple smaller projects (a pitch, board meeting presentation etc)
This role consists of working closely alongside your deal teams, assisting in the production of decks / marketing materials as well as analysing data in excel. Each day can be quite varied in terms of the type of work but one can expect to conduct thorough research into different assets, their key financials and upcoming opportunities.
- Research the industries in which our clients operate to support senior bankers’ marketing initiatives - Provide specified input for presentations and other document - Provide input and editing of Excel-based models, including application of various valuation techniques - Support the team in coordinating the transaction process during live transactions - Attend internal and external calls and meetings as appropriate Note that each day is very different. I was working on several projects with my team and sometimes with other teams within Rothschild.
Support the team in the origination (marketing documents, pitchbooks) and execution (project management and reporting) of ECM projects across Europe. Wide variety of products covered: IPOs, rights issues, placings / accelerated bookbuild offerings, equity-linked products (convertibles, structured equity); industry-agnostic team. Day-to-day tasks include drafting pitchbooks / financial analyses, updating reporting documents, take notes and write summaries of key transaction events for the wider deal team and / or the client.
A summer analyst - works on live mandates alongside the other bankers in their team - works on 'marketing' for the team ie CVs, credentials, generic slides etc - does a lot of research on companies, the market etc - helps the bankers put together documents eg pitches, information memorandums etc - gets exposure to clients and senior bankers
- Research the industries in which our clients operate to support senior bankers’ marketing initiatives - Provide specified input for company profiles, presentations and other documents - Provide input and editing of Excel-based models, including application of various valuation techniques - Support the team in coordinating the transaction process during live transactions - Attend internal and external calls and meetings as appropriate
The first week of the program (held virtually) consisted of technical training, such as Excel, aswell as developing our soft skills in small workshops. The remaining 9 weeks were spent with a team within Global Advisory. I was staffed on both live deals and pitches, allowing me to gain a high level of exposure to my teams work. My main role was to support the deal team's, as well as updating several widely-used databases.
Work primarily carried out in PowerPoint. Creating a variety of presentations to serve various purposes, whether this is marketing to secure a client mandate, or producing presentations during a deal. A good example was conducting an M&A screening for a company, and creating a PowerPoint pitch book full of potential acquisition targets based on certain quantitative criteria. For each target we would provide a business overview, latest financials, geographic presence, and any recent corporate financial activity which they have been involved in.
The week entailed learning about the culture at the firm, including it’s history, how they treat staff and mental health as well as a Fitch Learning session and learning and understanding the fundamentals of investment banking in different departments such as M&A as well as interacting with bankers at the firm who we networked with and learnt a past case study from.