About Asset and Wealth Management
We provide clients with a dedicated partnership, focusing on long-term performance by combining traditional and alternative investments.
The Role
* Meet and collaborate with target company management teams and founders to develop investment strategies.
* Conduct research and assess domestic & global markets to identify potential opportunities.
* Benchmark financial investment models and present in investment committee for decision-making.
* Support portfolio companies in strategic and operational projects, including M&A, capital raising, asset sales, and budgeting.
About Us
We commit our people, capital, and ideas to help our clients, shareholders, and communities grow.
Key Responsibilities
* Investment Analysis and Research
* Financial Modeling and Benchmarking
* Deal Structuring and Execution
* Portfolio Company Support
* Collaboration with Cross-Functional Teams
Requirements
Candidates should have passion & curiosity about investing, strong accounting/finance and business assessment skills, as well as:
* 2-7 years investment banking, consulting, and/or corporate investing experience
* Strong team player with positive attitude and work ethic
* Highly organized with exceptional attention to detail and follow-through
* Demonstrated proactiveness and ability to adapt quickly to various industries
* Excellent communication skills, both written and oral
* Strong technical skills in financial analysis, research, financial model building
* Ability to manage multiple projects with competing deadlines
* Ability to work in a fast-paced environment
* Self-directed with analytical and evaluative skills
* Effective relationship-building skills
* Commercial acumen with discretion regarding confidential/sensitive information