Financial Services Specialist
7 days ago
Anplify serves Global Investment Banks and Private Equity Funds for a spectrum of services including Pitch Book Preparation, M&A Transaction support, Valuation, Financial Modeling and Research. Our team is dedicated to delivering exceptional results.
Job OverviewThis role involves developing investment pro-forma & financial models, researching & analyzing financial data, and preparing financial & narrative reports as well as comparable analyses.
Responsibilities include conducting research, analyzing information obtained from various channels, and preparing valuation reports. Additionally, reviewing the work of team members to ensure it meets client requirements and interacting with investments professionals overseas, serving as a point of contact for clients.
- Developing financial models, research and analysis of financial data
- Preparing reports and analyses for clients
- Reviewing and ensuring quality of team member's work
- Collaborating with international investment professionals
We are seeking a candidate who is a self-starter, able to make sense out of ambiguity, possesses a calm demeanor and ability to handle pressure situations, and can effectively communicate with CEOs and investment bankers from large companies and investment banks.
The ideal candidate should also have the ability to lead a team of 3-5 analysts, possess superior report writing, communication and presentation skills, good understanding of accounts, financial statements, and valuation methodologies, and be willing to work in situations that will entail tight deadlines.
- Able to lead a team of analysts
- Strong communication and presentation skills
- Understanding of finance and accounting principles
- Able to multitask and meet deadlines
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