Trust & Estates - Analyst
3 days ago
You are a strategic thinker passionate about driving solutions. You have found the right team
As an Analyst within the Trusts & Estates team, you will conduct asset reviews and valuations to guide strategic decisions. You will analyze financial and operational performance, applying valuation methodologies to support pricing estimates. Your role will involve managing deliverables and fostering relationships with stakeholders.
Job Responsibilities
- Conduct asset review reporting, including financial and operational performance analysis.
- Draft comprehensive industry reviews across multiple sectors.
- Apply relevant business information to valuation methodologies and models to derive and support pricing estimates.
- Manage deliverables while addressing ad hoc queries and requests.
- Leads stakeholder reporting and status updates for all activities.
- Foster and maintain relationships with internal stakeholders.
Required Qualifications, Capabilities, and Skills:
- Demonstrate minimum of 4 years experience in Financial Services.
- Exhibit proficiency in financial modeling.
- Analyze financial statements and tax returns effectively.
- Work independently while seeking guidance when needed.
- Communicate effectively in written and oral forms.
- Organize tasks with strong analytical skills.
- Develop relationships with team members and stakeholders.
Preferred Qualifications, Capabilities, and Skills:
- Exhibit strong interpersonal skills.
- Demonstrate critical analysis and judgment.
- Show initiative in overcoming challenges.
- Maintain self-initiative to meet deliverables.
- Foster collaboration within the team.
- Adapt to dynamic work environments.
- Enhance problem-solving capabilities.
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