Financial Planning and Analysis

• Business development support for Managing Directors/Directors/Vice Presidents, including prospecting and pitch participation.
• Contribute to M&A deal execution – own models, material preparation, diligence, documentation and closing aspects.
• Mentor and manage Analysts on each engagement, reviewing their financial models, pitch materials, and client presentations for accuracy and strategic relevance.
• Develop and maintain complex financial models, including DCF, LBO and merger models, to support valuation and transacting structuring.
• Develop sector expertise and market presence in Energy Transition, including attending industry events and authoring thought‑leadership articles.
• Contribute to client relationships by participating in meetings, preparing presentation materials, and communicating updates and analyses clearly and professionally.
• Coordinate due diligence efforts by liaising with clients, attorneys, accountants, and other stakeholders throughout transaction lifecycle.
• Uphold FMI’s Code of Conduct and contribute to firm-wide initiatives and practice development.

Investment Banking Associate

Learning and Development

• Lead delivery of leadership development programs across FMI's Custom Cohort Programs, creating engaging learning experiences for leaders at all organizational levels
• Facilitate discussions, activities, and coaching conversations that connect program content to participants' real-world leadership challenges
• Adapt delivery in real time based on participant engagement, organizational dynamics, and client objectives to create meaningful learning experiences
• Build trusted relationships with participants and client stakeholders while delivering an exceptional client experience before, during, and after each engagement
• Partner with internal teams to prepare for successful client engagements, including session planning, content refinement, and development of client-ready presentation materials
• Mentor and support developing facilitators through co-facilitation, coaching, modeling, and constructive feedback
• Collaborate with Operations Managers, facilitators, and internal partners to continuously improve program quality and participant outcomes
• Apply consultative thinking to help clients strengthen leadership capability, communication, team effectiveness, and organizational performance

Senior Leadership Development Facilitator

• Co-facilitate leadership development programs across FMI's Custom Cohort Programs alongside Senior Facilitators.
• Deliver engaging learning experiences by facilitating discussions, activities, and portions of program content that encourage participant reflection and practical application.
• Foster inclusive, psychologically safe learning environments that promote engagement, collaboration, and growth.
• Build strong relationships with participants while contributing to an exceptional client experience through professionalism, responsiveness, and attention to detail.
• Partner closely with Senior Facilitators, the Custom Cohorts Operations Manager, and internal teams to prepare for and deliver successful client engagements.
• Adapt your facilitation approach based on participant needs, group dynamics, and client objectives.
• Participate in preparation meetings, delivery debriefs, and ongoing facilitator development to continuously strengthen your facilitation, communication, and group management skills.
• Expand your knowledge of leadership development, organizational effectiveness, and the construction industry through ongoing client engagement and professional development.

Leadership Development Facilitator

General

• Serve as the initial point of contact for client inquiries, outreach, and troubleshooting.
• Communicate with clients to ensure completion of pre-program requirements.
• Administer assessments across multiple programs and resolve technical issues with vendors and participants.
• Prepare, manage, and maintain all program materials, including production, shipping, and restocking.
• Track and maintain inventory of program materials and onsite resources.
• Coordinate logistics for client and staff travel, accommodations, meals, and onsite arrangements.
• Work with venues to confirm meal counts and shuttle service.
• Support registration processes in Cvent and Salesforce, ensuring accuracy and data integrity.
• Assist with invoicing, payment processing, and subcontractor expense audits in partnership with accounting.
• Complete post-event follow-up including distributing surveys, certificates, photos, and assessment results.
• Support ongoing program communication, program updates, and marketing outreach to participants and alumni.

Program Coordinator

Operations

• Partner with executives and operational leaders to improve business performance
• Work collaboratively with FMI consulting teams to design tailored solutions
• Assess client performance through data analysis and field observations
• Facilitate workshops and leadership discussions
• Develop, recommend and help implement transformative solutions
• Support clients through implementation and change adoption efforts
• Contribute to FMI’s thought leadership by developing insights

Operations Consultant

• Analyze financial performance, develop financial models and valuations, and deliver strategic recommendations to privately held business clients.
• Support ownership transition, succession planning, ESOP, and equity-based ownership engagements.
• Participate in client meetings and collaborate with business owners and leadership teams to address financial, operational, and organizational challenges.
• Support buy-side M&A engagements, including financial analysis, due diligence, and transaction-related activities.
• Contribute to both assessment and implementation phases of advisory engagements.
• Manage multiple concurrent client engagements while ensuring high-quality deliverables and responsiveness.
• Collaborate with FMI's Strategy, Compensation, Leadership Development, and Investment Banking teams to deliver integrated client solutions.
• Support business development efforts through client relationships, referrals, and ongoing engagement opportunities.

Senior Financial Advisory Analyst

Project Manager

• Own and manage marketing project workflows from initiation through completion, ensuring projects remain on schedule and deadlines are consistently met
• Serve as the primary coordinator within Teamwork or similar project management platforms, maintaining timelines, deliverables, dependencies, and overall project visibility
• Proactively identify bottlenecks, follow up with stakeholders, and drive accountability across internal teams and external vendors
• Coordinate with designers, writers, consultants, subject matter experts, and creative partners to support the successful execution of marketing initiatives
• Publish and update website content, including blogs, landing pages, and digital marketing assets
• Maintain and continuously improve marketing processes, templates, workflows, and documentation to enhance operational efficiency and scalability
• Facilitate communication across stakeholders through clear project updates, status reporting, and timeline management

Marketing Project Coordinator

• Conducting industry, market and company-specific research
• Performing financial analysis and financial modeling
• Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations
• Conducting preliminary valuation work
• Researching investment opportunities and sector themes throughout the construction, infrastructure, and facility services landscape
• Providing support to members of the investment banking group and other duties as assigned
• Managing multiple projects efficiently and independently in a fast-paced work environment
• Supporting multiple sector coverage teams in business development activities
• Meticulously documenting client and transaction activity

Investment Banking Analyst II

Consultant

• Participate in compensation consulting engagements, from project kick-off through final report development and presentation.
• Conduct market benchmarking analyses utilizing a variety of compensation surveys and market data sources.
• Coordinate within internal project teams to evaluate job roles and career paths, develop salary structures, design incentive plans, and refine compensation-related programs to meet clients’ objectives.
• Prepare client-ready reports, presentations, and data insights utilizing Excel, PowerPoint, AI-enabled technologies, and other data visualization and analysis tools.
• Attend client meetings and confidently communicate technical concepts and data-driven findings and recommendations.
• Organize and prioritize assignments to ensure work is completed within established scopes, timelines, and budgets.
• Contribute to the continuous improvement of FMI Compensation & Rewards analytical tools, methodologies, and internal processes.
• Build effective working relationships with clients and colleagues across FMI.
• Provide guidance and support to junior team members.