Financial Services Strategist

hace 1 semana


Madrid, Madrid, España Rothschild & Co A tiempo completo
About Rothschild & Co

We are a leading global financial services group with a history spanning over 200 years. Our family-controlled business is built on relationships and places a huge emphasis on our people and finding the right colleagues to take our business forward.

Our Expertise

We provide impartial, expert advice to large and mid-sized clients in the Financial Institutions Group (FIG) space. We design and execute strategic M&A solutions for our clients, taking a long-term and independent view on the challenges they face.

Role Overview

An informed and impartial perspective is crucial in helping our clients reach their goals through the design and execution of strategic M&A in the FIG space. As a key member of our team, you will contribute to providing a comprehensive perspective to achieve our clients' strategic goals.

Key Responsibilities
  • You will research the FIG industry to support our marketing initiatives, optimising various sources of information.
  • You will contribute content to pitch books by conducting ad-hoc analysis.
  • You will update industry databases and credentials.
  • You will develop and maintain standard or bespoke financial models with support from colleagues.
  • You will use a range of valuation techniques to support client advice.
  • You will draft sales documentation (i.e. Information Memorandums and prospectuses).
  • You will support the team in coordinating the transaction process both internally and with other advisers.
Requirements
  • You will have previous experience gained in a similar role in another financial services organization in the FIG space.
  • You will have exposure to fundamental financial principles and experience of applying these.
  • You will have effective relationship building skills with multiple stakeholders internally and externally.
  • You will be able to communicate clearly as well as persuade and influence others.
  • You will be able to work as part of a team.
  • You will have experience of overcoming setbacks in order to deliver results.
  • You will have advanced Microsoft Office skills (Word, PowerPoint and Excel).
  • You will have an aptitude for ongoing personal and professional development.
  • You will have knowledge of the relevant regulatory environments that surround the FIG industry.
  • You will have Spanish as your first language or very advanced Spanish skills.
What We Offer

We offer a competitive salary of €60,000 - €80,000 per annum, depending on experience, and a comprehensive benefits package including health insurance, pension scheme, and opportunities for professional development.

Join Our Team

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