Senior Associate, Client Advisory Services

Ownership Works

Senior Associate in Client Advisory Services for Ownership Works, developing strategies for ownership programs and supporting private equity relationships. Collaborating with clients to enhance ownership initiatives.

Posted 7/27/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing consultative technical services and ownership plans, leveraging analytical skills to synthesize complex topics for senior audiences. Proficient in financial modeling and utilizing AI tools to enhance project outcomes while maintaining strong relationship management and communication skills.

Highest-signal resume keywords

Financial ModelingAnalytical SkillsPowerPoint Presentation DesignAI Tool UtilizationRelationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial ModelingData AnalysisConsultingEquity InstrumentsImplementation PlanningProject ManagementComplex Topic StructuringExcel ProficiencyPowerPoint ProficiencySocial Impact Awareness

Soft Skills

Exceptional Communication SkillsCollaborationTime ManagementAttention to DetailSelf-Starter

Tools & Technologies

AI ToolsExcelPowerPoint

Industry Keywords

Private EquityManagement ConsultingInvestment BankingEmployee OwnershipConsultative Services

About the role

Key responsibilities & impact

Develop Ownership Works’ consultative and specialized technical services while driving client uptake of ownership programs
Help establish Ownership Works as a thoughtful, value-add advisor to private equity partners and companies implementing shared ownership programs
Design ownership plans with multiple components related to equity instruments, financial models, implementation, and communication
Synthesize and structure complex topics for PE, executive, and operator audiences to drive plan adoption
Leverage AI tools to gather and analyze data; formulate customized solutions; develop and present results/recommendations to clients (in Excel or PowerPoint format)
Prioritize multiple projects, organize workflows, and ensure timely and accurate completion of deliverables
Work with managers and senior managers to support and strengthen relationships with clients
Contribute to organizational development efforts to achieve ambitious mission and growth targets

Requirements

What you’ll need

B.A./B.S. required
2–4 years of consulting, finance, or other related experience; management consulting, investment banking, or private equity experience strongly preferred
Strong analytical skills and ability to structure complex topics for senior audiences
Ability to translate strategic and financial insights into clear and succinct PowerPoint slides for senior private equity and portfolio company audiences
Ability to design and build professional financial models in Excel; ability to identify key drivers and sensitize the model accordingly
Passion for social impact and the mission of Ownership Works
Interest in becoming a subject matter expert in employee ownership
Demonstrated experience and willingness to learn to use AI tools to accelerate and improve the quality of professional work
Ability to independently drive a workstream as part of a broader team project
Exceptional written and verbal communication skills
Excellent relationship management skills
Highly responsive and collaborative team player
Self-starter with an entrepreneurial mindset
Proven time management and multitasking abilities while maintaining excellent attention to detail

Benefits

Comp & perks

Comprehensive healthcare coverage for you and your family (medical, dental, and vision)
Unlimited paid time off and a generous holiday schedule (including the last week of the year)
401(k) with generous employer contributions to support your long-term financial wellbeing
18 weeks of fully paid parental leave
Fully covered life insurance, short-term, and long-term disability plans
Flexible hybrid work model, with two days in our NYC office per week and additional work-from-home flex time as needed
Annual professional development budget to support your growth and learning