Arrow Search Partners

Finance Associate

About The Company

Our client is a financial technology platform that can evaluate and recommend market strategies for high-net-worth clients. This role will play a key part in contributing to the firm’s sales and revenue planning, forecasting, financial modeling, and data analytics capabilities.

Responsibilities

  • Develop and manage the firm’s data system dashboards for internal and external reporting of product volumes and platform usage
  • Provide financial modeling and performance reporting for senior leadership
  • Provide data analyses and strategic financial models for new business initiatives
  • Review client opportunities, hiring and investment requirements, and growth initiatives with different departments of the firm
  • Assist with development and updating of operating and forecast model for the firm

Requirements

  • Bachelor’s degree required
  • 2-4 years of experience in investment banking or consulting
  • Experience with business intelligence tools or project management software
  • Data-driven thinker who can break down complex problems into models

Salary Range

$90,000-$100,000

  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Staffing and Recruiting

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