Investment Analyst

Corporate Development & Strategic Finance AssociateLocation: Fairfield County, CT / New York Metro Area (Onsite)About the OpportunityOur client is a rapidly growing financial services organization seeking a high-potential Corporate Development & Strategic Finance Associate to work directly with executive leadership on acquisitions, capital markets initiatives, financial planning, and strategic decision-making.This role offers exceptional visibility across the organization and provides direct exposure to senior executives, investors, lenders, and acquisition targets. The position is ideal for someone looking to leverage investment banking or private equity experience in a highly entrepreneurial environment where they can make a meaningful impact on business growth and strategy.Key ResponsibilitiesSupport acquisition and strategic investment initiatives, including financial modeling, valuation analysis, due diligence, and transaction executionAssist with debt and equity financing activities, including lender and investor presentations, financial analyses, and capital structure evaluationLead annual budgeting and forecasting processes, partnering with leadership to develop key assumptions and strategic plansPrepare monthly financial reporting packages and performance analyses for executive leadership and investorsDevelop board-level presentations and materials to support strategic decision-makingEvaluate business performance, identify trends, and provide actionable recommendations to senior managementPartner with leadership on special projects, growth initiatives, and long-term strategic planningQualifications2–4 years of investment banking, private equity, transaction advisory, corporate development, or related experienceStrong financial modeling, valuation, and analytical skillsExperience supporting mergers & acquisitions, capital raising activities, or strategic finance initiativesBachelor's degree in Finance, Accounting, Economics, or related fieldExceptional communication and presentation skillsAbility to manage multiple projects in a fast-paced environment while maintaining strong attention to detailTechnical SkillsAdvanced financial modeling and valuation experienceStrong understanding of financial statements and accounting principlesAdvanced Excel and PowerPoint skillsExperience with financial databases and market research tools preferredWhy Consider This Opportunity?Direct exposure to executive leadership and strategic decision-makingMeaningful involvement in M&A and corporate growth initiativesBroad experience across corporate development, FP&A, capital markets, and investor reportingHigh visibility role with significant career advancement potentialAttractive compensation structure with strong performance incentivesIf you have an investment banking or private equity background and are looking for an opportunity to move into a highly strategic, growth-oriented organization, we'd welcome a confidential conversation.