* Research industry trends, economic landscapes, competitor analyses, and other company-specific analyses
* Research and develop domestic and international buyer lists for current sell-side engagements
* Draft presentation materials (pitchbooks, offering memoranda, etc.) for potential and current clients
* Develop financial models and extrapolate current financial statements for forecasting
* Balance multiple assignments of several projects at a given time
* Attend training sessions on the fundamentals of investment banking － how to successfully close sell-and buy-side transactions from start to finish, learn about FINRA, how to draft an offering memorandum, valuation