Senior Equity Investment Analyst

2 weeks ago


Kansas City, Missouri, United States Exponent Full time

Position Overview:
We are seeking a Senior Equity Analyst to join our dynamic team at Exponent, focusing on a rapidly growing fund.

Key Highlights:
This role offers the opportunity to work closely with senior leadership, providing direct insights to the fund's Partner.

Impactful Contributions:
As a Senior Equity Analyst, you will play a pivotal role in shaping operational strategies that significantly influence the organization's success. Your insights will affect both daily operations and the long-term vision of the company.

Career Development:
This position offers a clear pathway for advancement within a thriving organization.

Qualifications:
- 5-7 years of experience in finance, financial planning & analysis, or related sectors with an operational emphasis.
- Exceptional attention to detail and a strong work ethic.
- Proficient in handling intricate financial and operational responsibilities.
- Expertise in crafting and executing operational strategies.
- Experience in fund reporting and capital allocation is essential.
- Background in mergers & acquisitions and special purpose vehicle management is advantageous.
- A proactive and hands-on approach, ready to make immediate contributions.
- Ability to thrive in fast-paced, growth-oriented environments with a focus on operational excellence.

Responsibilities:
- Develop and execute operational frameworks across various business units.
- Manage revenue cycles, cash flow, and engage with key stakeholders.
- Ensure smooth process transitions for consistent and efficient operations.
- Lead financial planning and analysis functions, concentrating on fund aggregation and financial reporting.
- Integrate financial strategies with business operations.
- Oversee internal fund reporting and capital allocation.
- Report directly to senior leadership.
- Collaborate with the CEO, COO, and Senior Controller on operational and financial oversight.

Compensation:
$140,000 - $165,000 annually
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