Deal Strategy Associate at Nasdaq

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Capital MarketsIndustries

Requirements

3+ years working in a corporate environment (preferably banking, consulting, or financial communications)
Bachelor's degree
Excellent communication skills, written and verbal
Strong multi-tasking skills: able to prioritize as multiple projects arise
Extremely organized, detail oriented, and discreet (will have access to privileged, non-public information)
Comfortable interacting with senior leaders and C-suite executives on a frequent basis
Expertise in Microsoft Office, Canva, and Photoshop
In-Office Expectations: 5 days per week on-site
Proficiency with the following would be a bonus: Salesforce, Monday.com, Pitchbook, and DealBook
Managing SharePoint libraries (bonus)
Knowledge of the Financial and Capital Markets (bonus)
Demonstrated proficiency writing in a relevant corporate capacity (bonus)

Responsibilities

Develop Account Strategy Documents – have a deep understanding of companies’ leadership teams and board members to build ASDs and talking points for the Deal Strategy Team and Listings Executives
Conduct competitive research – track competitor’s engagements with prospects via social channels, industry events, and bell ceremonies
Proactively track top deals to alert the IPO Directors of company or executive news
Maintain Salesforce CRM in collaboration with IPO Directors
Research – create region and industry-specific reports in Pitchbook, look up email addresses in ZoomInfo, research Board seats / connectivity in Equilar
Client Experience – host Listed Companies and Prospects at MarketSite, and attend conferences, virtual webinars, and Marketing discovery calls
Lead and coordinate Deal Strategy Team briefings – create a detailed timeline for the pitch process and organize the team at key touchpoints to ensure necessary stakeholders are briefed on priority and anticipated deals
Keep a detailed tracker of action items and next steps for priority deals in Excel, Monday.com, and Salesforce

Skills

PitchBook

ZoomInfo

Equilar

Salesforce CRM

Competitive Research

Capital Markets Analysis

Event Planning

Client Engagement

Strategy Development

Account Strategy Documents

Nasdaq

Operates electronic stock exchange and financial services

About Nasdaq

Nasdaq operates one of the largest electronic stock exchanges in the world, providing a platform for buying and selling securities. It caters to a wide range of clients, including individual and institutional investors, as well as corporations. Nasdaq offers various financial products and services, such as the Nasdaq Smart Portfolio, which uses advanced analytics to help investors optimize their stock portfolios. Additionally, Nasdaq supports non-financial marketplaces and is recognized for its efforts in sustainable investment practices. The company earns revenue through transaction and listing fees, along with subscription services for its products. Nasdaq aims for global expansion and innovation, with nearly 40 offices around the world.

New York City, New YorkHeadquarters

1971Year Founded

$9,370.5MTotal Funding

IPOCompany Stage

Data & Analytics, Fintech, Financial ServicesIndustries

5,001-10,000Employees

Risks

Adenza acquisition's high price may affect shareholder confidence and stock performance.

Integration of Metrio's ESG software may face challenges, delaying expected benefits.

Nasdaq's secondary stock offering could lead to stock dilution, affecting shareholder value.

Differentiation

Nasdaq operates one of the world's largest electronic stock exchanges.

Nasdaq offers advanced analytics through its Smart Portfolio for investment optimization.

Nasdaq is a pioneer in sustainable investment practices with a focus on ESG solutions.

Upsides

Nasdaq's acquisition of Adenza expands its financial technology capabilities.

Nasdaq's secondary stock offering could provide capital for strategic investments.

Nasdaq Private Market's Series B financing indicates strong investor confidence.

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