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Financial Modeling

Title Investment Banking Associates (M&A or Equity Capital Markets)
Categories Corporate Finance, Financial Institutions, Financial Modeling, Investment Banking, M&A, Valuation Analysis
Location New York, NY
Job Information

Our global Investment Banking client is seeking to recruit lateral Investment Banking Associates for multiple industry coverage teams (TMT, Healthcare, Industrials, FIG and Business Services) and their ECM and Equity Private Placement groups in NY, Dallas, Chicago and Los Angeles.

Responsibilities:

  • Lead engagement planning, due diligence and execution
  • Assist with development and execution of client marketing plans and build relationships with clients and prospects
  • Supervise and mentor junior team members
  • Build complex financial models and conduct business valuation analysis
  • Prepare management presentations and marketing pitches
  • Develop target lists for potential buyers, investors and strategic partners
  • Conduct in-depth industry research and trend analysis

Requirements:

  • Bachelor’s Degree with strong academic record
  • 3+ years of Investment Banking M&A or Equity Capital Markets experience
  • Relevant industry coverage experience
  • Demonstrated M&A transaction due diligence and execution experience (for coverage roles)
  • Demonstrated Capital Raising or Private Placement execution experience (for capital markets roles)
  • Complex financial modeling and valuation analysis skills
  • Superb communication, interpersonal and presentation skills
  • Detail oriented with the proven ability to work independently and meet strict deadlines
  • Keen interested in building a career in the investment banking industry
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Title Project Finance Analyst
Categories Capital Markets, Financial Modeling, Project Finance, Structured Finance
Location New York, NY
Job Information

Our global Fintech client is seeking to recruit an Analyst to analyze, model and monitor complex transactions and support client development and product development efforts across a variety of structured finance and project finance asset classes.

Responsibilities:

  • Analyze, model and monitor complex transactions across structured and project finance asset classes
  • Perform cash flow modeling and conduct ongoing surveillance and transaction monitoring
  • Brainstorm, develop and implement tools to assist with modeling
  • Lead project planning and execution and deliver projects on time while mitigating risk
  • Support client development efforts and resolve client modeling platform issues in a timely manner
  • Work closely with data science and product teams to help enhance existing products and services

Requirements:

  • 4+ years’ financial modeling and cash flow analysis across a variety of structured finance and/or project finance asset classes
  • Prior experience analyzing structured or project finance transactions at a credit rating agency, investment bank or asset management firm
  • Advanced MS Excel skills
  • Demonstrated experience analyzing and interpreting complex financial transaction data and deal documentation
  • Proven ability to lead and execute complex projects under tight deadlines
  • Keen interest in the fintech industry
  • Excellent communication, interpersonal and presentation skills
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Title Investment Banking Analyst (looking to move to the buy side)
Categories Alternative Asset Management, Financial Modeling, Leveraged Finance, Private Credit
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit a lateral Investment Banking Analyst (Leveraged Finance or M&A) to be a key member of their global middle market direct lending team. The Associate will will work directly with sophisticated institutional investors on fund formation, fundraising, fund development and investment analysis. The qualified candidate will have advanced financial modeling and client-facing skills.

Responsibilities:

  • Perform institutional fundraising and fund development for the firm’s main funds and separately managed accounts
  • Participate in meetings with institutional investors, private equity sponsors and prospective clients and assist with structuring, negotiation and the formation of new funds
  • Develop client presentations, pitch materials and analytics and marketing collateral
  • Perform ongoing portfolio monitoring, performance analysis and financial data management (from origination to payoff)
  • Perform investment analysis and underwrite new loan transactions
  • Assist with loan term negotiations and documentation
  • Work closely with internal teams across sales operations, finance/accounting, compliance and investor relations

Requirements:

  • Bachelor’s Degree
  • 1-3 years of leveraged finance or M&A investment banking experience
  • Broad financial modeling experience and demonstrated ability to build LBO, DCF and three-statement models
  • Fundamental knowledge of financial analysis and accounting concepts
  • Formal credit training is a plus
  • Detail oriented, highly motivated and intellectually curious with a strong work ethic
  • Advanced MS Excel and PowerPoint skills
  • Ability to thrive in a fast-paced deadline driven environment
  • Experience developing client presentations and marketing collateral
  • Excellent communication, business writing and presentation skills
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Title VP Corporate Finance – (Seeking Investment Banking Associate/VP looking to pivot to Alternatives space)
Categories Alternative Asset Management, Corporate Finance, Financial Modeling, FP&A
Job Information

Our global Alternative Investment Management client ($9B+ AUM) is seeking to recruit a Vice President Corporate Finance and oversee the day-to-day corporate finance function, streamline and enhance the firm’s FP&A processes and serve as a key member of the financial strategy leadership team. The incumbent will be an investment banker seeking a pivot to the buy side (FIG coverage preferred).

Responsibilities:

  • Working closely with the CFO and Management Company Controller, oversee the day-to-day corporate finance function, streamline and enhance the firm’s FP&A processes and serve as a key member of the financial strategy leadership team
  • Perform monthly and quarterly financial statement analysis, profit center analysis and drive the development of KPIs and predictive metrics (expenses, margin, staffing, revenue, etc.)
  • Maintain, enhance and streamline the firm’s financial projection model to allow for deep dive scenario analysis, fund performance analysis, the development of user-friendly dashboards and greater transparency
  • Develop a 3-5 years financial projection model
  • Oversee the firm’s budgeting process
  • Collaborate with department heads and senior management on budget planning, forecasting, tracking and variance analysis
  • Perform cash flow analysis, analyze current and projected cash balances and refine the current cash projection model to make is more user-friendly and transparent
  • Connect the refined cash projection model to the financial projection model to provide more seamless updates and to determine cash available for investing in the firm or its funds
  • Manage investment team and non-investment team forecasting, planning and modeling
  • Work closely with HR on staffing projections and hiring initiatives

Requirements:

  • Bachelor’s Degree
  • 4-6 years of Investment Banking coverage and execution experience required (FIG experience preferred)
  • Advanced financial modeling experience and advanced technical modeling skills (Excel, VBA, etc.)
  • Fundamental corporate finance knowledge with strong budgeting and forecasting skills, the ability to create budgets, understand cost drivers and how to reduce costs
  • Strategic and commercial thinker
  • Strong financial presentation skills – ability to create, synthesize and present complex financial analysis to key stakeholders
  • Demonstrated ability to collaborate effectively with key stakeholders
Apply Now