Equity & Debt Offering - IB Analyst Tasks

Hello everyone, 

Could someone explain to me what are the main tasks completed by the analysts/associates during an equity/debt offering mandate?

I am only familiar with M&A deals and therefore, was curious to know what does an analyst actually do during those other type of mandates (assuming that the person works within the Coverage IB Team and not ECM or DCM)

I was not able to find a good thread on this topic. 

Thanks!  

2 Comments
 

Can only speak to equity offerings (IPO and other primary issues). Most common task is work with positioning, I.e. put together marketing decks for management to present during road shows etc for potential investors. This type of work is much more demanding for a company looking to IPO rather than an already listed one. The Business-, Market- and Financials section of the prospectus/offering circular drafting is also a big ass pain for the bankers to draft (depending on geography, bankers may or may not assist in prospectus drafting) for rights issues and IPOs.

Other tasks include overall coordination, reading legal stuff, drafting press releases and talk sheets, settlement.

 

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