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Strategy Associate
2 months ago
Our client, a top-tier finance firm, is seeking a talented and experienced Strategy Associate to join them in delivering high-quality, tailored strategies to meet the teams & clients' needs. As a Strategy Associate, you will play a crucial role in driving the firm's internal success. This role requires a proactive and detail-oriented individual with a passion for problem-solving, data-driven decision-making, financial modeling, and Excel proficiency.
Key Responsibilities:
- Serve as a primary point of contact for clients, building and maintaining strong relationships.
- Understand clients' objectives, challenges, and expectations to deliver tailored solutions.
- Develop and maintain financial models to support strategic analysis, forecasting, and decision-making.
- Utilize Excel proficiency to manipulate data, perform analysis, and create impactful presentations.
- Apply financial modeling techniques to evaluate business opportunities, assess risk, and optimize financial performance.
- Collaborate with cross-functional team to address client requests and project requirements.
- Effectively manage communication and coordination between internal teams and clients to ensure project success.
- Identify opportunities for process improvement and operational efficiency.
- Ensure seamless execution of operational initiatives to meet client objectives.
- Utilize data analysis and insights to inform strategic recommendations and decision-making.
- Leverage data-driven approaches to optimize processes and drive results.
Qualifications:
- Bachelor's degree in Finance, Accounting, Business Administration, Management, or related field; MBA preferred.
- 3-5 years of experience in investment banking, corporate development, strategy consulting or related roles.
- Proven track record of client management and delivering exceptional client service.
- Strong professional presence and communication skills, with the ability to engage effectively with clients and colleagues.
- Experience in cross-functional management and collaboration.
- Demonstrated ability to think critically, solve problems, and drive results as an individual contributor.
- Detail-oriented with a focus on accuracy and quality in all aspects of work.
The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
