
Dynamic Financial Modeling Professional Wanted
24 hours ago
Elevate and Delegate is seeking a highly capable financial modeling professional to support deal execution across M&A and capital markets.
This role offers hands-on experience with seasoned founders, leadership opportunities, and a collaborative culture that values work-life balance.
We are looking for entrepreneurial, technically strong individuals in financial modeling who are eager to help build and shape the firm's future.
Your Key Responsibilities- Conduct market research including competitor analysis and industry research to create insights into niche subject areas.
- Lead financial modeling and valuation analyses by taking raw financial data from clients and creating transaction structuring, working capital pegs, and LBO models.
- Develop client-facing materials for M&A and capital markets transactions, including strategic presentations and confidential information memorandums.
- Work closely with senior team members and clients to execute transactions and assess strategic alternatives.
- Manage execution processes, ensuring seamless transaction workflows and high-quality deliverables.
- Contribute to recruiting and firm-building initiatives.
- Experience: 1–2 years in investment banking or comparable experience.
- Education: Strong academic credentials preferred.
- Technical Expertise: Proficiency in PowerPoint and financial modeling, including LBO, 3-statement modeling, and detailed business plan forecasting.
- Intellectual Curiosity: Ability to adapt, use new tools, and find creative solutions to aid efficiency.
- Professional Presence: Strong communication skills with the ability to engage effectively with senior professionals, clients, and key stakeholders.
- Self-Motivated: Highly driven individual who thrives in a fast-paced environment and can operate with a high degree of independence.
Benefits
This role offers numerous benefits, including:
- Hands-on experience with seasoned founders and leaders.
- Leadership opportunities and collaboration with senior team members.
- A dynamic, fast-paced work environment.
- Ongoing training and development opportunities.
About Us
We are a leading provider of financial services, dedicated to delivering exceptional results to our clients. Our team is comprised of experienced professionals who share a passion for excellence and a commitment to innovation.
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