Financial Strategist
hace 3 semanas
About Us
Rothschild & Co is a leading global financial services group with a rich history spanning over two centuries. Our family-controlled business model enables us to maintain long-term relationships with clients, fostering trust and reliability in our advisory services. With 4,200 talented specialists across 40 countries, we offer a unique global perspective through our four market-leading business divisions – Global Advisory, Wealth Management, Asset Management, and Five Arrows.
Role Overview
We are seeking an experienced Financial Strategist to join our team in the Financial Institutions Group (FIG) advisory division. As a key member of our team, you will provide informed and impartial perspectives to help clients achieve their strategic goals through the design and execution of M&A transactions. Your expertise will be instrumental in driving outstanding results for our clients and solidifying our position as trusted advisors in the industry.
Responsibilities
* Conduct in-depth research on the FIG industry, leveraging various sources of information to support marketing initiatives and stay up-to-date on market trends.
* Contribute high-quality content to pitch books by conducting ad-hoc analysis, ensuring accurate and actionable insights for our clients.
* Develop and maintain comprehensive financial models, collaborating with colleagues to drive innovative solutions and maximize client value.
* Utilize a range of valuation techniques to provide expert advice to clients, supporting them in making informed investment decisions.
* Draft sales documentation, including Information Memorandums and prospectuses, that effectively communicate client objectives and opportunities.
* Collaborate with the team to coordinate transaction processes, ensuring seamless communication with internal stakeholders and external advisers.
Requirements
* Bachelor's Degree with high qualifications
* Previous experience gained in a similar role in another financial services organization in the FIG space
* Strong understanding of fundamental financial principles and ability to apply them effectively
* Excellent relationship-building skills, with the ability to interact with multiple stakeholders internally and externally
* Estimated Salary: $120,000 - $180,000 per annum (dependent on experience)
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