Financial Services Associate Role

2 weeks ago


Sens, Bourgogne-Franche-Comté, United States CORE ADVISORY PARTNERS LLC Full time

About Us:

CORE ADVISORY PARTNERS LLC is a dynamic commercial mortgage broker with a strong presence in Nevada, offering a range of financial services through its affiliate Sahara Investment Group LLC.

Our company culture values motivated individuals who are committed to achieving their goals and willing to take on various roles across our three business verticals.

About the Job:

We are seeking a highly skilled Financial Services Associate to assist in the execution of mortgage brokerage and capital raising transactions. The successful candidate will report directly to senior members of the team and be responsible for creating pitch books, investment summaries, and financial models using PowerPoint and Excel.

The ideal candidate will have a Bachelor's degree in finance or a related field and 1-3 years of experience in a relevant finance or real estate role. Strong problem-solving skills, attention to detail, and excellent communication skills are essential for this position.

Key Responsibilities:

  • Create comprehensive pitch books and investment summaries
  • Develop financial models and ad-hoc analyses using Excel
  • Aggregate research and summarize it into executive format for transaction use
  • Assist in managing closing processes for transactions
  • Manage investor and lender lists for live assignments and overall data base

Requirements:

  • Bachelor's degree in finance or related field
  • 1-3 years of experience in finance or real estate
  • Intimate knowledge of Microsoft Excel and PowerPoint
  • High degree of attention to detail
  • Strong problem-solving skills

Salary and Benefits:

This full-time position offers a competitive salary and bonus structure based on personal performance and division performance, estimated at around $70,000 - $90,000 per year, depending on qualifications and experience.



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