Attachment 3 - Labor Category Descriptions.pdf

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Financial Advisor Services for Transmission Infrastruction Program (TIP)
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89503020QWA000054
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89503020QWA000054

ATTACHMENT 3

LABOR CATEGORY POSITION DESCRIPTIONS

Identified Labor Category Position Description Managing Director • Responsible for the overall planning and execution of assignments, including ensuring that sufficient and appropriate resources are allocated.

• Develops and/or approves approach to scope of work, monitors task execution, prepares and reviews deliverables, and serves as the main point of contact for client. Other responsibilities include managing the firm.

• Managing Directors generally have at least 15 years of relevant experience and a Masters degree in finance, business, economics or related fields.

Director • Responsible for the overall planning and execution of assignments, including monitoring day-to-day progress of task activities.

• Develops and/or approves approach to scope of work, monitors task execution, prepares and reviews deliverables, and serves as a point of contact for client.

• Directors generally have at least ten years of relevant experience and a Masters degree in finance, business, economics or related fields.

Senior Associate • Responsible for leading and performing certain task activities, including preparing analyses, developing financial models, reports, presentations and other deliverables.

• Senior Associates have approximately three to five years of relevant experience and a Masters in degree in finance, business, economics or related fields.

Associate • Responsible for assisting in the performance of certain task activities, including preparing analyses, developing financial models, reports, presentations and other deliverables.

• Associates have up to approximately three years of relevant experience and some prior professional work experience, and a Masters in degree in finance, business, economics or related fields.

Analyst • Responsible for providing support to the project team, including performing research, credit analysis, and gathering data.

• Analysts typically have an undergraduate degree and some professional work experience.

ATTACHMENT 3

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