Analyze income statements balance sheets consolidated financials and internal performance reports to support strategic decision making
Interpret financial results to identify trends compare performance against industry peers and competitors and extract insights that inform strategic positioning and benchmarking analyses
Prepare recurring and ad hoc deliverables including Company Profiles Benchmarking Analyses Precedent Transactions Earnings Summaries and Sector Snapshots
Develop maintain and audit financial models and reporting templates used for planning forecasting and performance tracking
Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad hoc analysis
Leverage internal databases and third party tools to extract validate and interpret data with a high degree of accuracy and consistency
Collaborate with internal stakeholders including other global offices the Research team and bankers to refine methodologies and improve data workflows
Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement
Participate in ad hoc financial analysis and internal projects as assigned
Key Responsibilities:
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Strong analytical and problem solving abilities with a high attention to detail
Advanced Excel skills able to design audit and optimize spreadsheets and templates strongly preferred
Effective communication skills with the ability to distill complex data into clear insights
Comfortable managing multiple priorities in a fast paced environment