Teams at Lazard

Lead distribution across Southern California PWM/IBD, drive territory sales and asset growth, build long-term advisor relationships, present Lazard investment solutions, close complex sales, and mentor internal partners to optimize coverage and client impact.

Work on Telecom & Digital Infrastructure M&A and advisory engagements by building financial models, preparing client presentations, interacting with senior clients, managing deal processes, and mentoring analysts.

Perform fundamental equity research across US Industrials sub-sectors: develop primary sources, analyze financials, build valuation and comparable models, quantify risk/reward, assess sector and macro risks, and communicate investment ideas.