Analyst Role

Responsibilities Will Include:

  • Being an integral member of the team, working collaboratively with all team members

  • Attending team meetings and supporting management by ensuring proper materials for respective meetings and determining appropriate action items and follow through on action items

  • Researching and gathering information on private and public companies

  • Assisting with financial modeling using Excel

  • Preparing materials for clients working alongside our Analysts and Associates

  • Performing ad-hoc projects that require cross-functional collaboration, obtaining and analyzing data and incorporating findings. Should be very comfortable using Microsoft products, most work will be performed using Excel, Power Point, Word and Teams (Microsoft Office suite)

The Ideal Candidate Will Demonstrate:

  • Strong technical skills (knowledge of accounting, Excel, etc.)

  • A proactive work ethic, a flexible, team-oriented attitude and ability to work independently

  • Considerable tact, diplomacy and judgment when handling sensitive information

  • Strong organizational skills and the ability to take ownership of projects

  • Outstanding attention to detail, as well as the ability to identify opportunities for process improvement

  • Professional / concise oral and written communication 

  • Ability to work efficiently and to manage multiple projects simultaneously in a fast-paced environment

Location: Remote