We are looking for a Financial Analyst to join our team, supporting analytical initiatives across a broad mix of financial services businesses. In this role, you will contribute to investment evaluation, portfolio performance review, and strategic decision-making through rigorous financial analysis and modeling. This position offers regular interaction with senior leaders, investment stakeholders, and portfolio company teams, creating strong opportunities for career development in a dynamic environment.
Responsibilities:
- Develop and update comprehensive financial models to assess potential investments, support strategic planning, and evaluate business performance across portfolio companies.
- Review financial statements, key performance indicators, and operational data to highlight trends, uncover risks, and identify growth opportunities.
- Contribute to transaction-related due diligence by analyzing target company information for acquisitions, follow-on investments, and other strategic opportunities.
- Create clear and decision-ready materials for investment committees, board meetings, and leadership reporting.
- Assist with budgeting, forecasting, and long-term financial planning efforts in collaboration with portfolio company teams.
- Perform market assessments, competitor reviews, and benchmarking analyses to support investment and operating decisions.
- Track portfolio company results and prepare recurring performance updates for senior leadership and investment teams.
- Work closely with internal investment professionals and portfolio finance leaders on value creation initiatives and other high-priority projects.
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a closely related discipline.
- At least 2 years of experience in an analytical role such as investment banking, private equity, consulting, corporate finance, valuation, transaction advisory, or FP&A.
- Demonstrated ability to build financial models, perform valuation work, and interpret complex financial data.
- Advanced proficiency with Microsoft Excel and PowerPoint.
- Strong understanding of financial statements, business drivers, and performance measurement concepts.
- Effective written and verbal communication skills, including the ability to present findings clearly to stakeholders.
- Proven ability to manage multiple priorities in a fast-paced setting with strong attention to detail.
- Experience in financial services, asset management, fintech, banking, insurance, or related sectors is preferred; exposure to M&A or due diligence is a plus.