Analyst - Financial Advisory Services
Initio Capital
Financial Advisory Services Analyst Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) This role is a typical early‑career financial advisory position that supports clients on M&A advisory, restructuring, valuations, and strategic financial consulting. Key Responsibilities Assist in financial advisory engagements, including M&A, restructuring, and corporate strategy Build and maintain financial models, including 3-statement projections, discounted cash flow (DCF), LBO, and accretion/dilution analyses Conduct industry research, company analysis, and valuation benchmarking to support client recommendations Prepare pitch books, client presentations, and investment memoranda for advisory engagements Support due diligence, data room management, and execution of transactions Collaborate with senior advisors and cross-functional teams to deliver strategic solutions to clients’ financial and operational challenges Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong skills in financial modeling, valuations, and data analysis Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast‑paced, deadline‑driven environment High attention to detail and strong organizational skills Prior internship or full‑time experience in investment banking, corporate finance, consulting, private equity, audit, or FP&A is beneficial Proficiency in Excel, PowerPoint, and common financial research tools #J-18808-Ljbffr Initio Capital
- ...Investment Banking Analyst Armory Group, LLC is a leading investment bank and financial advisory firm dedicated solely to the middle market. We provide a full range of advisory services on a national basis to companies and their lenders, including raising debt and equity...SuggestedFull timeWork at officeRemote workFlexible hours
- ...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...seeking a Manager, Accounting Advisory Services in Accounting Advisory Services for our... ...companies that need a change in their financial reporting to U.S. Generally Accepted...SuggestedFull timeH1bLocal area
$57k - $115k
...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...Position Summary: Morgan Stanley Wealth Management’s Investment Advisory Business, Consulting Group, is a leader in the industry,...SuggestedTemporary workWorldwide$110k - $135k
...Moelis Private Capital Advisory ("PCA") is a global business... ...Combined with the Firm's leading financial sponsor franchise, sector expertise... ..., structuring, and execution services to clients with investments... ...Description: The Analyst position at Moelis offers exposure...SuggestedWork at office- A leading investment bank is seeking a Financial Advisory Services Analyst in New York, NY. The role involves assisting in financial advisory engagements, conducting industry research, and building financial models. Ideal candidates have a bachelor's degree in finance or...Suggested
$85k - $125k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio ValuationOverviewHoulihan... ...and financial and valuation advisory. Our unmatched transaction... ..., across a wide range of services, including the Transaction... ...Financial Analyst position presents an excellent...Work at officeWorldwide- Initio Capital is seeking a Financial Advisory Services Analyst based in New York, NY (Hybrid). This early-career role involves supporting clients on financial advisory services such as M&A, restructuring, and valuations. The ideal candidate will have a Bachelor’s degree...Internship
$70k - $125k
Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations page is loaded Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations Apply locations New York, NY, USA Los Angeles, CA, USA Chicago, IL, USA Dallas, TX, USA...Full timeWorldwide- A leading advisory firm based in New York is seeking a Financing Advisory Analyst to support debt and equity transactions. This role involves developing financial models, conducting market research, and collaborating... ...in the financial services industry. #J-18808-Ljbffr TEEMA...
$175k - $225k
...Rothschild & Co is a leading global financial services group with seven generations of family... ...market-leading business divisions - Global Advisory, Wealth Management, Asset Management... ...cross-border emphasis * Oversee analysts and perform financial modelling, valuation...Work at office$170k - $190k
..., Associate, Private Capital Advisory New York, New York, United... ...accounting fundamentals, advanced financial modeling capabilities, and... ...effectively with analysts and other junior team members... ...BTIG is a global financial services firm specializing in institutional...Full timeWork at office$170k - $190k
...Investment Banking Debt Advisory & Restructuring Associate Oppenheimer & Co. Inc. ("Oppenheimer... ...middle-market investment bank and full service broker-dealer, with roots tracing back... ...in a broad range of activities in the financial services industry, including retail...Work at office$150k - $170k
...Associate Position in Global Fund Placement & Advisory Group Oppenheimer & Co. Inc. ("... ...middle-market investment bank and full service broker-dealer, with roots tracing back to... ...engaged in a broad range of activities in the financial services industry, including retail...$116.2k - $212.9k
...The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate... ...on all aspects of their capital agenda - Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing....Work experience placementSummer holidayFlexible hours$165k - $215k
...Investing in new partnerships, clinical services and technology is not enough to create meaningful... ...organizations are managing escalating financial stress, Huron recognizes the response... ...s industry-leading Healthcare Financial Advisory Services team works with healthcare...Contract workInterim roleLocal areaImmediate startRemote work- A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios...Full time
- ...Senior Manager, Tax Advisory Services Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further...For contractorsWork at officeLocal areaFlexible hours2 days per week1 day per week
- A global financial services firm is seeking an Investment Banking Associate in New York to support its M&A and capital raising advisory business. This role requires 3-5 years of investment banking experience and strong expertise in financial analysis and valuation. Associates...Work at office
$140k - $185k
A leading financial services firm is seeking an Investment Advisory Specialist in New York, NY. This role involves analyzing investment opportunities, advising on portfolio strategy, and collaborating with various teams to execute investment strategies. Candidates should...$87k - $195k
...Relentless Excellence . Both our client service and culture are second to none, stemming... ...Execute and lead Accounting & Reporting Advisory engagements with primary responsibility... ...accounting matters Preparation of financial statements, footnotes, and disclosures...Local areaFlexible hours- A global professional services firm is seeking a Financial Services Consulting Manager for their Actuarial Advisory Services. Candidates must have a strong background in pricing, data analytics, and operational management with at least 6 years of experience. The role involves...Flexible hours
- A leading global consulting firm in New York is looking for a Financial Services Consulting Manager in Insurance and Actuarial Advisory Services. The ideal candidate will lead teams to deliver key actuarial transformation services, utilizing expertise in data analytics...
$200k - $250k
...professional to join as Head of Investment Advisory within the firm's Capital Partners (CP)... .... IRG also oversees investment advisory services for SFO clients, which currently... ...benefits program emphasizing good health, financial security, and peace of mind Rewarding...Work at officeLocal area$146.7k - $335.1k
...in the right area of accounting, we provide the answers to the big questions nobody else can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior Manager you’ll play a key role in that growth. Working across...Summer holidayFlexible hours$112.7k - $206.5k
...in the right area of accounting, we provide the answers to the big questions nobody else can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Manager you'll play a key role in that growth. Working across all industries...Summer holidayWork at officeFlexible hours- ...Senior Manager – Financial Services – Insurance and Actuarial Advisory Services – Modeling – Advisory EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services...Summer holidayWorldwideFlexible hoursShift work
$146.5k - $268.6k
...take your career wherever you want it to go. Join EY and help to build a better working world. **Manager - Financial Services - Insurance and Actuarial Advisory Services -** **Modeling** **- Advisory** EY is a leader in serving the global financial services marketplace...Summer holidayWorldwideFlexible hoursShift work- ...realize their goals. J.P. Morgan Private Advisory is a cross-disciplinary group of over 10... ...that address regulatory, strategic, and financial objectives. Serve as a resource for... ...national law, accounting, or financial services firm preferred ~ Experience with private...Work experience placementBank staffWork at office
- ...Director, Tax Advisory Services Location: Philadelphia, PA or Wilmington, DE (Hybrid); New York Metro candidates considered with travel... ...is a premier advisory firm providing strategic leadership, financial, and tax advisory services to entrepreneurial organizations...Work at officeLocal area2 days per week1 day per week
$146.5k - $268.6k
...and take your career wherever you want it to go. Join EY and help to build a better working world. Financial Services Consulting Manager – Insurance and Actuarial Advisory Services – Property & Casualty – Advisory EY is the only professional services firm with a...Summer holidayWorldwideFlexible hours
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