A financial services client is seeking an Associate of Strategy & Capital Markets to join their team. This individual will play a pivotal role in supporting senior leadership with strategic growth initiatives, capital raising, model preparation and presentations for their board, investors and other audiences. More specifically, this position involves creating and maintaining detailed Excel models for the CEO and Head of Strategy, as well as for key stakeholder partners. These models will be essential for financial planning, risk management, strategic decision-making, and performance monitoring. The Associate will translate the goals discussed by senior leadership into actionable models and numbers, and develop PowerPoint presentations to be used quarterly with the board to showcase progress. Precision and numerical accuracy are crucial, along with the ability to effectively communicate insights through slide decks, though the associate will not be presenting these themselves. Additionally, the role requires collaboration with the client's FIG group. Ideal candidates will have experience in investment banking, private equity, consulting, or asset management, and possess strong skills in Excel, PowerPoint, project management, and an entrepreneurial mindset.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
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- 2+ years of experience working as an Associate or Analyst in investment banking
- Background with capital markets, structured finance, financial services, and credit products
- Experience working with complex financial concepts and building financial models
- High proficiency with Excel for modeling and PowerPoint for creating presentations
- Bachelor's degree in finance, economics, or a relevant field
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.