Remote Senior Associate, Financial Analysis Job in United States Charlesbank Capital Partners

Who you are

• 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

What the job involves

• 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