Asset & Wealth Management, Corporate Development, Sr Analyst/Associate (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Asset & Wealth Management, Corporate Development, Sr Analyst/Associate (Finance): Evaluating and executing strategic M&A, commercial partnerships, and business strategy initiatives for an asset and wealth management division with an accent on financial modeling, valuation, market research, and strategic analysis. Focus on identifying acquisition opportunities, structuring partnerships, assessing competitive threats, and preparing recommendations for senior leadership and Board-level communications.
Location: Onsite in New York, NY, United States
Salary: USD 100,000–160,000 base salary, plus potential discretionary bonus.
Company
is a global investment banking, securities, and investment management firm with Asset & Wealth Management operations serving institutional and individual clients worldwide.
What you will do
- Support end-to-end evaluation and execution of M&A and commercial partnership opportunities.
- Build strategic cases, financial models, and valuation analyses for potential transactions.
- Conduct competitor and industry research to assess market trends, opportunities, and threats.
- Develop expertise across traditional and alternative asset management and wealth management.
- Prepare strategy, performance, and competitive positioning materials for divisional leadership, the Executive Office, and the Board.
Requirements
- Bachelor’s degree, preferably in finance.
- Approximately 3 years of experience, preferably in investment banking or equity research.
- Strong analytical, quantitative, and technical skills, including financial modeling and valuation.
- Strong communication skills and the ability to synthesize complex analyses into concise conclusions.
- Background or strong interest in the asset and wealth management industry.
- Ability to work onsite in New York, NY, United States.
Nice to have
- Financial Institutions Group experience.
- Experience with Morningstar, Preqin, FactSet, Visible Alpha, or other market data providers.
Culture & Benefits
- Collaborative work with senior divisional stakeholders, the Executive Office, and the Board of Directors.
- Exposure to high-visibility strategic and corporate development initiatives.
- Training and professional development opportunities.
- Firmwide networks, wellness programs, and personal finance offerings.
- Competitive benefits for eligible full-time and part-time US employees working at least 20 hours per week.
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