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
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
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