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.



  • 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



  • 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:






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