
Strategic Finance Specialist
7 days ago
Investment Analyst
">This is a key role within our organization, involving the placement of debt financing and the development of client business overviews. We are seeking a highly skilled individual with excellent communication skills and the ability to work independently in a fast-paced environment.
">The ideal candidate will have experience in financial modeling, cash flow analysis, and financial statement review. They will also possess strong problem-solving skills, be organized, and able to collaborate effectively with internal teams.
">We offer a range of benefits to support your growth and development, including opportunities for continuous learning and professional development.
">In this role, you will have the opportunity to make a significant impact on our organization's growth strategy and contribute to the expansion of our market presence.
">- ">
- Key Responsibilities:">
- Drafting and development of client business overviews and Investment Memoranda (IM's)">
- Reviewing client financial information and analysis of financial statements.">
- Building and maintaining financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet)">
- Coordinating lender interactions with clients.">
- Maintaining project plans and adhering to internal SLAs">
- Stay abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.">
- Work closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement.">
- ">
- Requirements:">
- Financial modeling, cash flow, and financial statement analysis.">
- Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information.">
- Excellent written and verbal communication for strong relationship-building.">
- Strong problem-solving, organizational, and collaboration skills.">
- Ability to work independently and in a team within a fast-paced, dynamic environment.">
Qualifications:
">Bachelor's degree in business finance or related field
">Certified Financial Analyst (CFA) (desirable)
">Chartered Accountant (desirable)
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