Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Manager in Accounting and Finance Consulting providing strategic financial insights and analytics solutions. Analyze financial information, with a focus on M&A, to empower clients' financial decisions.
Responsibilities
- Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning
- Develop investment values and conduct deal analysis associated with M&A, integrations, and divestitures
- Interpret data and propose strategies based on future risk trends, market, and industry influences
- Evaluate current and historical financial data
- Study economic and business trends and be current with business and economic issues relevant to the client's business
- Utilize technology and tools to provide innovative high value services
- Consistently deliver quality client services by monitoring progress and demonstrating in-depth technical capabilities and professional knowledge
Requirements
- 5-8+ years of related experience
- Extensive experience performing in-depth company valuations
- Strong experience in building detailed operating and cash flow models
- Client facing experience from consulting, public accounting, private equity, venture capital or investment banking
- Advanced financial modeling experience required
- Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or related field, plus five years of post-bachelor’s work experience involving financial analysis; OR a Master’s degree in the same fields plus five years of related work experience
- Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
- Willingness to travel up to 25% to meet client needs
Benefits
- Flexibility in your schedule, empowering you to balance life’s demands
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