Financial Modeling Specialist
4 days ago
"When joining CORE ADVISORY PARTNERS LLC as a Analyst, you will be part of a dynamic team driving the company's growth and success. The position requires a highly motivated individual with strong analytical skills, passion for learning, and excellent communication abilities. As an Analyst, your primary focus will be assisting in the execution of various initiatives, including the creation of financial models, ad-hoc analysis, and pitch books. You will work closely with senior members of the team to support the company's business functions, including investor reporting, diligence, asset management, and portfolio management. This is a full-time opportunity with great growth potential and a competitive salary ranging from $80,000 to $120,000 based on qualifications and experience.
"**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 company's business verticals
"• Support the team and its clients across other critical business functions
"• Assist in the transaction closing process
"• Aggregate and summarize research related to live assignments
"• Create and manage investor and lender lists for live assignments
"• Other ad-hoc assignments
"Requirements:
"• Highly motivated, self-starter with a proactive approach to meeting deadlines and goals
"• Strong problem-solving skills with the ability to think critically about complex business situations
"• Passionate about career development with the work ethic required to thrive in a fast-paced environment
"• Personable with a positive attitude, desire to learn and grow professionally and personally
"• Team player with a willingness to help others succeed
"• High degree of attention to detail
"• Understanding of basic finance, accounting, and economics concepts, including valuation, financial theory, and financial statements
"• Bachelor's Degree in finance, accounting, or other relevant field
"• Knowledge of Microsoft Excel and PowerPoint, with experience creating financial models a plus.
"
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