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Senior Associate, Financial Analysis

Skills
Financial AnalysisFinancial ModelingFinancial ServicesInvestment BankingLeveraged BuyoutsPrivate EquityWealth Management Services
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2-4 years of investment banking or private equity experience, ideally with experience in the wealth management or financial services sectors
  • Strategic thinker
  • Ability to collaborate with internal and external stakeholders
  • Building complex financial models with bespoke transaction structures and detailed operational forecasts
  • Reviewing industry and company specific information and developing quantitative and qualitative analysis and investment thesis work
  • Assisting platform companies with M&A analysis and other analytical work
  • Preparing quarterly valuations

Day to day

  • Evaluating and executing private equity investment opportunities within the financial services sector
  • Building complex financial models with bespoke transaction structures and detailed operational forecasts
  • Reviewing information and developing quantitative and qualitative analysis and investment thesis work
  • Developing memos and presentations that summarize opportunities and conclusions for the investment committee
  • Assisting platform companies with M&A analysis and other analytical work
  • Preparing quarterly valuations