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Financial Strategy Consultant

2 months ago

Willow Grove, Pennsylvania, United States The Ladders Full time

Position Overview
This role involves conducting thorough research on corporations, investors, and market trends.

Key responsibilities include attending industry conferences both domestically and internationally.

Engaging in outreach initiatives to build and maintain relationships.

Evaluating potential investment prospects and preparing comprehensive materials, including deal summaries and term sheets.

Developing financial models, conducting analyses, and creating visual data representations.

Managing projects by coordinating both internal and external resources effectively.

Assisting with due diligence processes and financial modeling for mergers and acquisitions.

Documenting findings through call reports and maintaining the company’s database.

Qualifications

A Bachelor's Degree is mandatory.

A solid understanding of capital markets infrastructure and products is essential.

Excellent communication skills to confidently establish new business connections.

Familiarity with financial modeling techniques, including discounted cash flow analysis.

Proficiency in Microsoft PowerPoint, Word, and Excel is required.

Perks and Benefits

  • Competitive salary based on experience.
  • Comprehensive training and mentoring programs.
  • Health, Dental, Prescription, and Vision insurance.
  • 401K matching contributions.
  • Generous paid time off policy.
  • Company-sponsored events throughout the year.
  • Opportunities for bonuses and additional perks.