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
$170k - $190k
...to join its Private Capital Advisory team in our New York office.... ...accounting fundamentals, advanced financial modeling capabilities, and... ...coordinating effectively with analysts and other junior team members... ...BTIG is a global financial services firm specializing in institutional...SuggestedFull timeWork at office$175k - $215k
...fulfilling career.Join Us as a Corporate Advisory & Banking Relationship ManagerBBH is... ...business owners to BBH’s Multi-Family Office services such as private wealth investment... ...and deepen relationships with owners and financial staff of privately held businesses using...SuggestedWork at officeLocal area- 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...SuggestedInternship
- A global professional services firm is seeking a Senior Consultant in New York to lead engagements in Financial Services, focusing on actuarial advisory services. The role requires a bachelor's degree in a related major and approximately 3+ years of relevant experience...Suggested
- 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...Suggested
- 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...
- Guggenheim Securities in New York seeks an Analyst for its Financial Sponsors Advisory team. You will support senior bankers across origination, execution, and market analysis, engaging with private equity clients and industry sponsors to drive deal flow and client relationships...
- Prospect Rock Partners in New York seeks an Analyst to join its restructuring advisory team. You will conduct financial analysis, support due diligence, and help structure distressed transactions under senior guidance. The role involves preparing high-quality client materials...
$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- ...message the job poster from Oaklands Global Financial Services Recruitment Head of Investment Banking... ...expertise in Restructuring and Debt Advisory . We are seeking a highly skilled Vice... ...Banking- ECM (Equity-Linked), NYC Senior Analyst / Junior Associate - Investment Banking...Full timeSummer work
$300k - $350k
...fully integrated platform has served the financial return needs of our clients and provided... ...growth. Through Athene, our retirement services business, we specialize in helping clients... ...firm’s relationships with accounting advisory and professional services firms across the...$119.5k - $329.5k
...Consulting, Inc. seeks a Senior Director for their SEC & Accounting Advisory group in New York. This role involves working with clients on complex accounting and financial reporting issues, driving service opportunities through high-quality deliverables. The ideal...$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...- Guggenheim Securities is seeking exceptional candidates to join its Financial Sponsors Advisory team in New York, NY. The Analyst will support senior bankers in origination, execution, and market analysis across M&A, CSA, ECM, and leveraged finance for private equity clients...
$175k - $225k
A leading financial advisory firm in New York is seeking an Investment Banking Associate to join their infrastructure advisory team. The ideal... ...in advancing their career in investment banking and financial services are encouraged to apply. #J-18808-Ljbffr Blacklock GroupFull time- 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
$171k - $390.6k
EY in New York is searching for a Financial Services Consulting Manager to join their Insurance and Actuarial Advisory Services team. The role involves leading engagement teams, managing actuarial transformations, and mentoring junior staff. Candidates should have extensive...$100k - $130k
...is looking for an Associate for the Corporate Advisory Group (CAG) in New York, NY. The role involves conducting financial analysis and assisting in mergers and acquisitions... ...has 2-4 years of experience in financial services, demonstrates strong analytical skills, and can...- Practical Adult Insights is seeking a banking analyst in New York, NY. The role involves analyzing financial information, advising on investments, and working with... ...for professionals eager to grow in the financial services sector. #J-18808-Ljbffr Practical Adult Insights
- 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
- 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...
$112.7k - $206.5k
...Angeles, Seattle, Hoboken, NYC, Boston, Atlanta, Chicago, Dallas, Houston, McLean, Philadelphia 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...Summer holidayWork at officeFlexible hours- Baker Tilly International is looking for a Senior Consultant to join their Financial Advisory Services practice. In this role, you will improve financial reporting processes and offer insights to CFOs and finance executives. Qualified candidates will have at least two years...
- ...being rewarded for driving impact. Backed by Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament... ...market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES...Interim roleWork at officeRelocation
$229.9k - $262.4k
As the Senior Manager, SRE Risk Advisory and Oversight, you will play a key role in providing... ...of key technology areas such as cloud services, enterprise architecture, cloud... ...initiatives Prior experience working in financial services or another highly‑regulated sector...Local area$171k - $390.6k
Senior Manager - Financial Services - Insurance and Actuarial Advisory Services - Modeling - Advisory Location: New York, Chicago, Philadelphia, Charlotte, Hartford, Boston At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally...Summer holidayWorldwideFlexible hoursShift work$171k - $390.6k
...your career wherever you want it to go. Join EY and help to build a better working world. 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...Summer holidayWorldwideFlexible hoursShift work$185k - $250k
...Capital Structure And Financing Advisory Associate Lazard is one of the world's preeminent financial advisory and asset management... ...bankers and clients Manage analysts, supervise projects and help... ...~ Experience in transaction services, familiarity with complex accounting...Local area$171k - $390.6k
Financial Services Consulting Manager - Insurance and Actuarial Advisory Services - Property & Casualty - Advisory Location: New York, Chicago, Boston and Miami. At EY, we’re all in to shape your future with confidence. We help you succeed in a globally connected powerhouse...Worldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Analyst - Financial Advisory Services. Be the first to apply!
- capital market analyst New York, NY
- finance analyst full time New York, NY
- healthcare financial analyst New York, NY
- financial data analyst New York, NY
- program finance analyst New York, NY
- oracle financial analyst New York, NY
- junior financial analyst internship New York, NY
- commercial finance analyst New York, NY
- financial crimes analyst New York, NY
- commercial credit analyst New York, NY

