Finance Associate
New York, New York • $90,000-$100,000
About the Company:
Our client is a financial technology platform that can evaluate and recommend market strategies for high-net-worth clients. This role will play a key part in contributing to the firm’s sales and revenue planning, forecasting, financial modeling, and data analytics capabilities.
Responsibilities:
- Develop and manage the firm’s data system dashboards for internal and external reporting of product volumes and platform usage
- Provide financial modeling and performance reporting for senior leadership
- Provide data analyses and strategic financial models for new business initiatives
- Review client opportunities, hiring and investment requirements, and growth initiatives with different departments of the firm
- Assist with development and updating of operating and forecast model for the firm
Requirements:
- Bachelor’s degree required
- 2-4 years of experience in investment banking or consulting
- Experience with business intelligence tools or project management software
- Data-driven thinker who can break down complex problems into models
Salary Range:
$90,000-$100,000
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