Managing Director overseeing operations of Alternatives recon function at State Street. Responsible for platform migrations and service delivery improvements across financial services operations.
About the role
- Investment Banking Analyst at CAA Evolution, supporting associates in financial analysis and transaction management. Engaged in the sports, media, and entertainment industries with a focus on client service.
Responsibilities
- Build and maintain financial models, including operating models, DCF analyses, comparable company analyses, precedent transaction analyses, etc.
- Create polished and compelling presentation materials for clients, prospects, and internal leaders, including confidential information memorandums, deal analyses, industry overviews, etc.
- Help coordinate and execute transactions, including leading due diligence efforts, data room management, buyer/investor outreach, process tracking, etc.
- Lead the firm’s internal research function, including maintaining company databases, creating industry overview materials, etc.
- Build and develop relationships both externally and within different divisions of CAA
Requirements
- Bachelor’s degree required with strong academic performance
- 1+ years of relevant experience including: investment banking, private equity, venture capital, management consulting, or corporate development experience
- Excellent Excel, PowerPoint, and business writing skills
- Proficient in financial statement analysis, financial modeling, and creation of presentation materials
- Experience with financial databases (e.g., Capital IQ, FactSet, etc.)
- Composure and confidence to work on several projects and manage multiple priorities simultaneously
- Ability to comfortably interact with clients and internal leaders in a professional and mature manner
- High degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines
- Ability to thrive in a boutique/smaller sized firm, where you will be wearing many different hats and have significant internal and external exposure
- Resourceful self-starter with outstanding work ethic and able to work autonomously and as a team player
- Excellent interpersonal and leadership skills
- Strong analytical, quantitative, research, and organizational skills
- FINRA Series 79 and SIE required (or willingness to pass exams soon after starting)
- Series 63 preferred, but not required.
Benefits
- Benefits
- Discretionary bonus
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Head of Financial Reporting managing group and local statutory accounts for global agency TEAM LEWIS. Acting as a lead on corporate compliance, managing audits, and consolidations across regions.
Finance Operations Executive managing reconciliation operations across six offices in APAC for a global digital media agency. Ensuring billing accuracy and resolving discrepancies with internal and external stakeholders.
Finance Manager focusing on global sales analytics and reporting for Broadridge. Collaborating with Sales leadership to drive performance management and financial strategy.
Alternant(e) en Audit Financier avec Exco, découvertes et responsabilités variées dans un cabinet d’audit engagé. Développement des compétences en relations clients et procédures d'audit au sein d'une équipe passionnée.
Auditeur(rice) alternant(e) chez Exco, impliqué(e) dans des missions de contrôle et d'analyse pour divers clients. Travailler au sein d'une équipe dynamique et apprendre sur le terrain.
CAPEX Finance Analyst managing and controlling the NAM capital budget at Aggreko. Responsibilities include forecasting, tracking actual spend, and ensuring compliance with global capital processes.
Auditor intern joining Exco in 2026 to develop auditing skills with a supportive team. Engaging in challenges reflecting real business scenarios across diverse sectors in Occitanie.
Alternant(e) Auditeur en cabinet d'audit et de conseil chez Exco, développant des compétences en audit et comptabilité avec une approche humaine en milieu de travail.
Auditor intern at Exco FSO responsible for various auditing tasks and client interactions. Engage in a variety of missions to develop skills in a dynamic environment.