Equity Investment Analyst

Equity Investment Analyst

Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. We do this through empowering customers by combining the real and digital worlds, thereby improving how we live, work, and move today and for the next generation! We know that the only way a business thrives is if our people are thriving. That’s why we always put our people first. Our global, diverse team would be happy to support you and challenge you to grow in new ways. Who knows where our shared journey will take you?

Transform the everyday with us!

Siemens Financial Services (SFS), a division of Siemens, has €32 billion in assets and 2,700 employees globally. Within SFS, SFS Equity is mandated to originate and structure investments that deliver a competitive, risk-adjusted return while supporting Siemens’ broader strategy. SFS Equity offers a broad variety of financing solutions, ranging from growth equity to project and platform finance, empowering sustainable business models across energy transition, sustainability, decarbonization, social and digital infrastructure, cleantech, mobility, and healthcare.

Siemens Financial Services (SFS) is looking for an Equity Investment Analyst - SFS Equity Americas located in Boston, MA or New York, NY and reports to the Investment Head, Siemens Financial Services Equity. This is a hybrid position.

Are you looking to grow and make a significant impact within a dynamic team of established equity investment professionals focused on sustainable investment fields? If you have a background in valuation, transaction diligence, and corporate finance, then this is the opportunity you’ve been looking for.

The Equity Investment Analyst’s primary role is to provide essential transaction diligence and valuation support to senior team members for private equity investments in energy transition and sustainable investment sectors, supporting Siemens’ core businesses in the Americas.

You will make an impact with the following responsibilities:

• Support deal leads as a member of equity investment transaction teams on discrete tasks or work packages supporting the whole transaction lifecycle (incl. origination, valuation, due diligence, negotiations, internal approvals, investment management, monitoring, divestment)
• Primarily responsible for financial and valuation analysis as part of an investment deal team, including updating, modifying and owning the financial model
• Support viability evaluation and due diligence of potential investment targets, including industry benchmarking, market studies, risk identification, company valuation and comparative analysis
• Assist in preparing investment applications, including providing the necessary financial analysis and liaising with internal stakeholders
• Conduct sector mapping, market research and analysis, and support the screening of investment opportunities
• Support portfolio management, value creation, monitoring, business plan forecasting and reporting, review of board materials, and help maintain internal document repository

You’ll win us over by having the following qualifications:

Basic Qualifications:

• Bachelor’s Degree in Business Administration, Finance, Economics, Engineering, or similar quantitative fields.
• 2+ years of experience in Investment Banking, Private Equity, Venture Capital, Merger and Acquisitions and/or Project Finance/Capital Markets.
• 2+ years of experience in financial modeling (MS Excel), including assessing early and mid-stage company valuation, building, reviewing, analyzing, and modifying models to enable the modeling of sensitivities and scenarios to support the investment process.
• 2+ years of experience with corporate finance, financial statement analysis, and various valuation techniques, including DCF, comparables, etc. to evaluate projects and companies across various stages of maturity and sectors.
• 2+ years of experience in drafting concise presentations (MS Power Point) with experience in conducting market research and summarizing key findings.
• Must be authorized to work in the United States without the need for sponsorship now or in the future.

Preferred Qualifications:

• Masters of Business Administration or similar degree.
• Strong attention to detail and solid analytical and critical reasoning skills, especially with financial information.
• Self-starter with intellectual curiosity, who routinely demonstrates initiative and commits to delivering a high quality and timely work product.
• Strong communicator who is proficient in working across an international team.

You’ll benefit from:

• Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html
• The pay range for this position is $100,000 to $141,168 and the annual target incentive is 40% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications and premium geographic location.

About Siemens:

We are a global technology company focused on industry, infrastructure, transport, and healthcare. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers. Learn more about Siemens here.

Our Commitment to Equity and Inclusion in our Diverse Global Workforce:

We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us.

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$100,000 $141,168 40%