Commercial Finance Analyst Career
7 days ago
Join Our Team:
CORE ADVISORY PARTNERS LLC is looking for a talented Senior Financial Analyst to assist with various initiatives, particularly focusing on investment opportunities across different business verticals.
Key Responsibilities:
- Create financial models and ad-hoc analysis in Excel from scratch.
- Develop institutional-quality pitch books, investment summaries, management slides, and internal memos in PowerPoint format.
- Analyze and underwrite investment opportunities being explored across the various business verticals.
- Support the team and clients across other critical business functions which could include investor reporting, diligence, asset management, and portfolio management.
- Assist in the transaction closing process which includes due diligence, organizing data rooms, and working with third parties.
- Aggregate and summarize research related to live assignments and for the firm's collective market knowledge.
- Create and manage investor and lender lists for live assignments.
Requirements:
- Highly motivated, self-starter with excellent problem-solving skills and ability to think critically about complex business situations.
- Strong understanding of basic finance, accounting, and economics concepts including valuation, financial theory, and financial statements.
- Knowledge of Microsoft Excel, including creating financial models from scratch, and Microsoft PowerPoint, including creating presentations.
- Bachelor's Degree in finance, accounting, or other relevant field.
- Excellent communication and teamwork skills.
Benefits:
CORE ADVISORY PARTNERS LLC offers competitive salary, bonus structure based on personal performance and division performance, and great growth potential.
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