Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
The Opportunity
As part of the Financial Markets Business Advisory Generalist team you work on various client engagements and assignments related to complex financial issuing, participating in or trading financial instruments. As a Senior Associate you analyze complex problems, mentor others, and maintain standards while building client relationships and developing a deeper understanding of the business context. You are responsible for applying accounting, tax, and regulatory standards to complex financial instruments and assisting clients with their understanding of complex financial structures.
Responsibilities
- Work on client engagements related to complex financial instruments
- Apply accounting, tax, and regulatory standards to financial structures
- Assist clients in understanding complex financial instruments
- Mentor and guide junior team members to maintain standards
- Build and maintain client relationships
- Develop a understanding of client business contexts
- Utilize firm methodologies to deliver quality work
- Uphold professional and technical standards
What You Must Have
- Bachelor's Degree
- 2 years of experience
What Sets You Apart
- Proven knowledge in financial issues and capital markets
- Proficiency in financial instruments and valuation techniques
- Experience with complex financial structures and securitizations
- Ability to perform valuation analysis and financial modeling
- Proficiency in industry software (e.g., INTEX, TREPP, Bloomberg)
- Exceptional problem-solving and analytical skills
- Experience in managing client engagements and adaptability for issues
- One or more of the following: CPA License, Levels 1 & 2 of the CFA exam, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality, State-Certified Appraiser License***, Member Appraisal Institute (MAI), or completion of requirements for CCIM designation; CHA, or Project Management Professional (PMP)
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