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Senior Financial Strategist for Private Equity and M&A Transactions
1 week ago
We are seeking a highly skilled Senior Financial Strategist to join our team at FUNDVICE, specializing in private equity funds and M&A transactions. The successful candidate will play a critical role in sourcing, evaluating, and executing investment opportunities, with a focus on driving growth and value creation.
This role requires a deep understanding of financial analysis, deal structuring, and strategic investments in the private equity and M&A space. The ideal candidate will have a proven track record in identifying high-value targets, leading due diligence efforts, and managing complex negotiations.
Main Responsibilities:
- Financial Modeling and Valuation: Lead comprehensive analysis of investment opportunities within the private equity and M&A sectors, including financial modeling and valuation.
- Due Diligence: Oversee due diligence processes, collaborating with internal teams and external advisors to assess potential risks and opportunities.
- Investment Strategies: Develop and present investment strategies and recommendations to senior management and investment committees.
- Deal Lifecycle Management: Manage and execute the entire deal lifecycle, from initial sourcing through to post-investment monitoring and portfolio management.
- Relationship Building: Build and maintain strong relationships with key stakeholders, including financial institutions, legal advisors, and corporate executives.
- Market Monitoring: Continuously monitor market trends, competitor activity, and regulatory changes to identify emerging investment opportunities.
- Portfolio Strategy: Contribute to the strategic direction of the firm's investment portfolio, identifying areas for value enhancement and operational improvements.
Qualifications:
- A minimum 2-3 years of experience in private equity, M&A, or corporate finance roles.
- Strong expertise in financial modeling, due diligence, and valuation techniques.
- Demonstrated experience in managing and executing complex transactions in private equity or M&A.
- Excellent analytical, problem-solving, and decision-making skills.
- Proven ability to manage multiple transactions simultaneously while maintaining attention to detail.
- Strong communication, presentation, and negotiation skills.
- An advanced degree (MBA, CFA, or equivalent) is preferred.