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FMI

Financial Sponsors Coverage Analyst

FMI

Business Analyst at FMI supporting the Financial Sponsors Coverage team for strategic market initiatives. Delivering presentations, reports, and managing client relationships in a hybrid work environment.

Posted 5/5/2026full-timeDenver • Colorado, North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Manage logistics and competing priorities for senior FSC leaders to align outreach efforts with growth objectives.
  • Develop high-quality presentations, reports, and executive dashboards.
  • Maintain and update CRM records and client activity.
  • Analyze private equity firms, portfolio companies, and ownership timelines to identify client development opportunities.
  • Coordinate internal follow-up and drive accountability across teams.
  • Support strategic initiatives and special projects.

Requirements

What you’ll need
  • Bachelor’s degree required
  • Strong analytical judgment and ability to prioritize in a fast-paced environment
  • Excellent written and verbal communication skills, with high attention to detail
  • Ability to work independently and drive follow-through
  • Confidence leading up and collaborating cross-functionally
  • Intellectual curiosity about private equity and financial sponsors
  • Proficiency in Microsoft Office Suite, with strong Excel and PowerPoint skills
  • CRM experience preferred

Benefits

Comp & perks
  • paid employee medical insurance
  • life insurance
  • LT disability
  • strong 401(k) plan
  • PTO
  • parental leave benefit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
analytical judgmentpresentation developmentreport writingexecutive dashboard creationCRM managementdata analysisclient development analysisMicrosoft ExcelMicrosoft PowerPoint
Soft Skills
prioritizationwritten communicationverbal communicationattention to detailindependencefollow-throughcollaborationleadershipintellectual curiosity
Certifications
Bachelor's degree