Social Capital Resources

Financial Planning and Strategy Associate

Social Capital Resources United States
Social Capital Resources

Financial Planning and Strategy Associate

Social Capital Resources United States
2 months ago 138 applicants

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Top-Tier Investment Bank in NYC is seeking an FP&S Associate for a permanent position with their growing team!

Responsibilities:

  • Provide analytical support for strategic planning and reporting team.
  • Develop financial models for performance management.
  • Monitor revenue pipeline
  • Project future revenues
  • Prepare dashboards
  • Lead aspects of CRM data management - including data integrity of client records
  • Analyze historical market data and performance market trends
  • Create/ conduct PowerPoint presentations incorporating data tables, charts and design elements using data and analysis
  • Communicate with senior management on findings

Requirements:

  • Bachelor's degree in finance/accounting
  • 1-3 years of financial reporting experience - Big 4 preferred
  • Working knowledge of investment and corporate banking and capital market products
  • Must be proficient in Excel and PowerPoint
  • Strong data reporting experience - Salesforce, Dealogic, Bloomberg, Client, Capital IQ
  • Strong presentation skills
  • Results-oriented; Strong work ethic

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Other

  • Industries

    IT Services and IT Consulting

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