Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
Drive the preparation of company valuations, financial models, marketing materials, and client presentations
Contribute to business development efforts through research and analysis
Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making
Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials

Requirements

At least one year of full-time experience in a solution-focused financial or quantitative role
Strong analytical skills, attention to detail, and a track record of delivering results
Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
Experience with AI tools such as Rogo, CoPilot, and auxi is preferred
Familiarity with data visualization tools such as Power BI, Tableau, or similar

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingcompany valuationsdata analysisbusiness developmentquantitative analysisstrategic financial advisory

Soft Skills

analytical skillsattention to detailclear communicationleadershipcollaborationintellectual agilityinitiative