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Siemens

<div>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&rsquo;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 &euro;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&rsquo; 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&rsquo;ve been looking for.

The Equity Investment Analyst&rsquo;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&rsquo; core businesses in the Americas.

You will make an impact with the following responsibilities:
<ul>
<li>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)</li>
<li>Primarily responsible for financial and valuation analysis as part of an investment deal team, including updating, modifying and owning the financial model</li>
<li>Support viability evaluation and due diligence of potential investment targets, including industry benchmarking, market studies, risk identification, company valuation and comparative analysis</li>
<li>Assist in preparing investment applications, including providing the necessary financial analysis and liaising with internal stakeholders</li>
<li>Conduct sector mapping, market research and analysis, and support the screening of investment opportunities</li>
<li>Support portfolio management, value creation, monitoring, business plan forecasting and reporting, review of board materials, and help maintain internal document repository</li>
</ul>
You&rsquo;ll win us over by having the following qualiﬁcations:

Basic Qualifications:
<ul>
<li>Bachelor&rsquo;s Degree in Business Administration, Finance, Economics, Engineering, or similar quantitative fields.</li>
<li>2+ years of experience in Investment Banking, Private Equity, Venture Capital, Merger and Acquisitions and/or Project Finance/Capital Markets.</li>
<li>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.</li>
<li>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.</li>
<li>2+ years of experience in drafting concise presentations (MS Power Point) with experience in conducting market research and summarizing key findings.</li>
<li>Must be authorized to work in the United States without the need for sponsorship now or in the future.</li>
</ul>
Preferred Qualifications:
<ul>
<li>Masters of Business Administration or similar degree.</li>
<li>Strong attention to detail and solid analytical and critical reasoning skills, especially with financial information.</li>
<li>Self-starter with intellectual curiosity, who routinely demonstrates initiative and commits to delivering a high quality and timely work product.</li>
<li>Strong communicator who is proficient in working across an international team.</li>
</ul>
You&rsquo;ll benefit from:
<ul><li>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</li>
<li>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.</li>
</ul>
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.

#LI-JE1
$100,000 $141,168 40%</div>

Equity Investment Analyst

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver &ldquo;Private Markets for the Public.&rdquo; EquityZen is looking for a detail oriented and analytical Research Analyst to join our growing team.
Responsibilities:
<ul><li>Build capitalization (&ldquo;cap&rdquo;) tables for private companies using information found in public filings. These cap tables are a key component of the investment due diligence for investors in private companies
</li><li>Assist with with the construction of offering documents for new private company investment offerings
</li><li>Complete pricing / valuation analysis for private companies
</li><li>Provide research for individual pre-IPO companies
</li><li>Work collaboratively with other teams (Sales, Operations, Compliance, Marketing, and Product) on a wide range of projects/initiatives
</li><li>Keep up with pre-IPO news, public filings and market trends and use insights to drive new research initiatives
</li></ul>Qualifications:
<ul><li>Undergraduate degree required
</li><li>1-2 + years of professional experience in financial services, technology, or venture capital
</li><li>Fundamental investment research or analysis, preferred
</li><li>Demonstrated excellence in writing and communication skills; preferably for a range of audiences (technical and non-technical) to present concise content
</li><li>Qualified candidates may be asked to provide a writing sample during interview process
</li><li>Basic understanding of corporate finance and accounting concepts
</li><li>Desire to learn about tech companies across markets and industry verticals
</li><li>Strong critical thinking skills. Candidates should be able to demonstrate their ability to think through investment implications of industry news/events
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
</li><li>Desire to thrive in a collaborative environment, leveraging strong interpersonal skills
</li><li>Ability to present findings, implications and recommendations to colleagues and senior stakeholders
</li><li>Intermediate technical skills; including advanced Word, Excel and PowerPoint skills
</li><li>Familiarity with Pitchbook and Crunchbase is a plus
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Research Analyst, Private Markets (EquityZen)

Walker & Dunlop

<div>
 
 Department
 
 
 
 Capital Markets
 
 
 We are Walker &amp; Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities &mdash; where people live, work, shop, and play &mdash; to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
 
 
 
 Department Overview
 
 
 
 As trusted advisors to our clients, Walker &amp; Dunlop Equity and Structured Finance experts go beyond cursory deal economics &mdash; we align with our clients to achieve the totality of their business plan. The team executes on a wide range of transactions, including operating company, portfolio, and multi-property sector asset-level investments, with experience throughout the capital stack. While our opportunity focus is domestic, but our capital relationships are global. This vast experience has made us a highly sought after advisor for many of the industry&rsquo;s top developers, owners, and operators and a trusted resource for our capital providers
 
 
 
 The Impact You Will Have
 
 
 
 The Equity and Structured Finance team is seeking a collaborative and driven Senior Analyst to join the either the New York or Houston office. This candidate will join a team of structured finance, investment banking and capital markets professionals who have executed over $40 billion of transactions. The Senior Analyst collaborates closely with all members of the Equity and Structured finance team to support all aspects of transactions the team is pursuing. This includes underwriting, financial modeling, market research, documentation, negotiation, and more. This position offers a unique opportunity to work with industry professionals to learn the fundamentals of strategic advisory and capital placement for our clients.
 
 
 The Senior Analyst is responsible for financial analysis, material preparation, and market research to aid in the financing of all types of commercial real estate assets in various markets across the country.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Collaborate with the Equity and Structured Finance team to draft pitch materials and offering memoranda for project and portfolio level equity raises and recapitalizations. Support in ensuring included research, financial modeling and transaction narratives are accurate.
 </li>
 <li>
 Draft financial models for transactions, including outputs such as property level cash flows, draw schedules, investor waterfalls, and return sensitivity tables. Utilize market information, appraisals, and other data to support quick and accurately underwriting.
 </li>
 <li>
 Review relevant documentation, including leases, joint ventures agreements, loan documents, and appraisals to quickly identify information relevant to transaction success.
 </li>
 <li>
 Utilize Salesforce, excel and other platforms to track and maintain a database of investor mandates, transaction comps, and market trends.
 </li>
 <li>
 Aggregate and analyze market and investor data to help identify new prospects and optimize strategies.
 </li>
 <li>
 Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
 </li>
 <li>
 Support investor communication and inquiries by responding to requests for information timely and with accurate information.
 </li>
 <li>
 Perform other duties as assigned.
 </li>
 <li>
 Attendance is generally required from 8:30 am to 5:30 pm local time, Monday through Friday.
 
 
 </li>
 </ul>
 
 Education And Experience
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree in Finance, Accounting, Economics, Real Estate or related discipline, required.
 </li>
 <li>
 3+ years of experience in Real Estate, Finance, Banking or related field preferred
 </li>
 <li>
 Multifamily, industrial, office, retail, and hospitality underwriting experience a plus
 
 
 </li>
 </ul>
 
 Knowledge, Skills And Abilities
 
 
 
 <ul>
 <li>
 Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus.
 </li>
 <li>
 Proficiency in MS Outlook, Word, PowerPoint, and Excel.
 </li>
 <li>
 Self-motivated, team oriented, and strong time management and organizational skills to prioritize tight deadlines.
 </li>
 <li>
 Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
 </li>
 <li>
 Ability to be proactive, anticipate demands, and accomplish tasks.
 </li>
 <li>
 Ability to maintain confidentiality and handle sensitive materials with discretion.
 </li>
 <li>
 Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including top-level executives.
 </li>
 <li>
 Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
 </li>
 <li>
 Ability to accurately and productively handle multiple tasks during time sensitive situations.
 </li>
 <li>
 Ability to problem-solve and exercise independent judgement while displaying a high degree of initiative and desire to continuously learn and advance.
 
 
 </li>
 </ul>
 This position has an estimated base salary of $90,000 - $100,000 plus discretionary production incentives. An employment offer is based on the applicant&rsquo;s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
 
 
 
 What We Offer
 
 
 
 <ul>
 <li>
 The opportunity to join one of Fortune Magazine&rsquo;s Great Places to Work winners from 2015-2023
 </li>
 <li>
 Comprehensive benefit options* that have earned Walker &amp; Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation&trade;, some of which include:
 </li>
 <li>
 Up to 83% subsidized medical payroll deductions
 </li>
 <li>
 Competitive dental and vision benefits
 </li>
 <li>
 401(k) + match
 </li>
 <li>
 Pre-tax transit and commuting benefits
 </li>
 <li>
 A robust health and wellness program &ndash; earn cash rewards and gain access to resources that
 
 
 </li>
 </ul>
 promote health, engagement, and balance
 
 
 <ul>
 <li>
 Paid maternity and parental leave, as well as other family paid leave programs
 </li>
 <li>
 Company-paid life, short and long-term disability insurance
 </li>
 <li>
 Health Savings Account and Healthcare and Dependent Care Flexible Spending
 </li>
 <li>
 Career development opportunities
 </li>
 <li>
 Empowerment and encouragement to give back &ndash; volunteer hours and donation matching
 </li>
 <li>
 Eligibility may vary based on average number of hours worked
 
 
 </li>
 </ul>
 
 EEO Statement
 
 
 
 We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
 
 
 
 SPAM
 
 
 
 Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.
 
 
 
 Fair Chance Hiring
 
 
 
 Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
 
 
</div>

Equity and Structured Finance, Senior Analyst

<div>
 When clients look beyond traditional equity issuance and seek more tailored capital and risk-management solutions,
 
 Equity Solutions
 
 delivers innovative structuring, market insight, and execution expertise. The team focuses on
 
 convertible bonds and equity-linked derivatives
 
 , including
 
 structured share repurchase programs, hedging and monetization strategies
 
 , working closely with Investment Banking, Equity Sales &amp; Trading, and other product partners to deliver integrated solutions.
 
 
 Equity Solutions advises clients on complex capital structure, financing, and risk-management challenges, combining market judgment, derivative structuring, and transaction execution to meet strategic objectives across market cycles.
 
 
 Our New York City office is looking for an
 
 Analyst 1 or 2
 
 to join the Equity Solutions team.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Support the origination, structuring, and execution of equity-linked and derivative-based transactions, including convertible bonds, structured share repurchases, and hedging and monetization solutions
 </li>
 <li>
 Perform detailed financial analysis, valuation, and scenario modeling related to equity-linked products and capital structure alternatives
 </li>
 <li>
 Assist in the development of customized client solutions, working closely with senior bankers, traders, and structuring teams
 </li>
 <li>
 Prepare marketing materials, transaction documentation, and internal approvals
 </li>
 <li>
 Monitor market conditions and equity derivatives dynamics to inform client advice and transaction execution
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Ideally 1 year of experience in Global Capital Markets, Investment Banking, Equity Derivatives, or a related role
 </li>
 <li>
 Prior exposure to equity-linked products, derivatives, or structured transactions is preferred
 </li>
 <li>
 Strong analytical skills with the ability to manage multiple workstreams and complex financial analysis
 </li>
 <li>
 Extraordinary level of motivation, work ethic, and attention to detail
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Commercial instinct and ability to perform under pressure and tight deadlines
 </li>
 <li>
 Bachelor&rsquo;s degree required
 </li>
 <li>
 Series licensing required or ability to obtain
 
 
 </li>
 </ul>
 
 What You Can Expect From Morgan Stanley
 
 
 
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Expected base pay rates for the role will be between $110,000 and $125,000 per year for Associate, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
 
 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 
 
 It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 
 
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
</div>

Global Capital Markets Equity Solutions – Analyst

Point72

<div>
 A Career with Point72&rsquo;s Fundamental Equities Business
 
 
 Fundamental Equities is Point72&rsquo;s largest and longest-tenured investing business. For more than 30 years, we have equipped our analysts and portfolio managers with the resources, autonomy, and support we believe they need to build exceptional careers that reflect their unique strengths as investors.
 
 
 We maintain a high bar for hiring and make a deep, long-term investment in our talent&mdash;the tenure of our people reflects our focus on understanding and underwriting process, not just looking at yesterday&rsquo;s PnL.
 
 
 Steve Cohen started this firm as an equities investor and has maintained a lifelong commitment to helping the best in our industry get even better. We have a strong track record of identifying, supporting, and advancing our homegrown talent&mdash;as of this posting, more than half of the PMs launched through our emerging manger program, Point72 LaunchPoint, were previously analysts at our firm. This commitment is further reinforced through dedicated coaching and development programs designed to help accelerate growth at every phase of an analyst&rsquo;s career.
 
 
 For people with the passion and drive to become truly great equities investors, Point72 offers an environment unlike any other.
 
 
 What You'll Do
 
 
 <ul>
 <li>
 Learn your PM&rsquo;s and team&rsquo;s investing process and exchange insights, identify cross-sector themes, and debate investment ideas
 </li>
 <li>
 Build and refine detailed financial models, forecasts, and valuation analyses of public companies within your sector
 </li>
 <li>
 Conduct fundamental research on individual companies, industries, and subsectors to identify emerging risks and potential investment opportunities
 </li>
 <li>
 Develop and present actionable investment recommendations directly to your PM
 </li>
 <li>
 Attend conferences and industry events
 </li>
 <li>
 Build relationships with relevant sell-side analysts, salespeople, and research associates
 </li>
 <li>
 Embody Point72&rsquo;s commitment to ethics, professionalism, integrity, and excellence&mdash;especially in partnership with our Compliance team
 </li>
 <li>
 Analyze and incorporate macroeconomic and industry-specific developments and trends into your research
 </li>
 <li>
 Take advantage of our development and analytics resources to become the best version of yourself as an investor
 
 
 </li>
 </ul>
 
 What&rsquo;s Required
 
 
 
 <ul>
 <li>
 1+ years of experience in equity research, investment banking, hedge fund, investment management, private equity or another relevant industry role
 </li>
 <li>
 Strong financial modeling and business analysis skills
 </li>
 <li>
 Passion for public markets investing
 </li>
 <li>
 Commitment to the highest ethical standards
 
 
 </li>
 </ul>
 We Take Care of Our People
 
 
 We invest in our people, their careers, their health, and their well-being. When you work here, we provide:
 
 
 <ul>
 <li>
 Fully-paid health care benefits
 </li>
 <li>
 Generous parental and family leave policies
 </li>
 <li>
 Volunteer opportunities
 </li>
 <li>
 Support for employee-led affinity groups representing women, people of color and the LGBT+ community
 </li>
 <li>
 Mental and physical wellness programs
 </li>
 <li>
 Tuition assistance
 </li>
 <li>
 A 401(k) savings program with an employer match and more
 
 
 </li>
 </ul>
 
 About Point72
 
 
 
 Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry&rsquo;s brightest talent by cultivating an investor-led culture and committing to our people&rsquo;s long-term growth. For more information, visit
 
 www.Point72.com/working-here
 
 . Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 
 
 The annual base salary range for this role is $150,000-$240,000 (USD) , which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things.
</div>

Equity Financial Analyst - US

Alvarez & Marsal

<div></div><div><div><div>Location: New York, NY, United States 
Date Posted: Feb 28, 2026</div><div><div> 
</div></div></div><div>Description
Digital Finance Transformation - Data Scientist: Associate &ndash; Private Equity Performance Improvement
About Alvarez &amp; Marsal
Alvarez &amp; Marsal (A&amp;M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are why our people love working at A&amp;M.
The Team
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients&rsquo; operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
Our PEPI CFO Services practice includes the following pillar of services:<ul><li>
Strategic Finance and Liquidity Management</li><li>
Accounting Advisory and Financial Reporting Solutions</li><li>
Working Capital Optimization</li><li>
Digital Finance Transformation</li><li>
Interim Management</li></ul>
How you will contribute
We are seeking an Associate or Senior Associate to join our Digital Finance Transformation team within PEPI. This role focuses on helping private equity portfolio companies accelerate digital enablement within the finance function&mdash;modernizing data environments, automating processes, and building analytics-driven tools that create measurable business impact.
The ideal candidate blends strong technical expertise in Python, SQL, and modern data platforms with a solid understanding of finance and accounting operations. You will work directly with CFOs, Controllers, and FP&amp;A leaders to design, implement, and operationalize digital solutions that improve performance, transparency, and scalability.
Qualifications<ul><li>
3-6 plus years of professional experience; consulting or professional services experience preferred.</li><li>
Advanced Python programming experience, including familiarity with machine learning libraries (e.g., scikit-learn, TensorFlow, PyTorch).</li><li>
Strong SQL skills and experience with modern data platforms (Snowflake, Databricks, Azure Synapse, Microsoft Fabric).</li><li>
Experience with ETL/orchestration tools (Dagster, Temporal, Azure Data Factory, AWS Glue, Fivetran, Matillion).</li><li>
Demonstrated ability to develop lightweight finance applications using Streamlit or Retool.</li><li>
Solid understanding of finance and accounting concepts, including forecasting, working capital management, and three-statement modeling.</li><li>
Exceptional communication and collaboration skills; proven ability to translate between finance and technology teams.</li><li>
Ability to travel as required</li></ul>
#LI-LS1
Your journey at A&amp;M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person&rsquo;s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&amp;M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $90,000-$130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez &amp; Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
Inclusive Diversity
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
Equal Opportunity Employer
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&amp;M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

Associate, Digital Finance Transformation - Data Scientist - Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

<div>
 When clients seek to raise capital in the private markets to support their next phase of growth, Alternative Capital Solutions provides innovative structuring, market insight, and execution expertise. Sitting within Global Capital Markets, the team focuses on
 
 privately placed equity and equity-linked capital raises
 
 , including
 
 growth capital, structured equity transactions, and PIPE financings
 
 , working closely with industry bankers, equity sales &amp; trading, private wealth management, and other product partners to deliver integrated solutions for the world&rsquo;s leading private and public companies.
 
 
 Alternative Capital Solutions advises clients on complex capital structure and financing ambitions, combining market judgment and transaction execution to meet strategic objectives across market cycles.
 
 
 Our New York City office is looking for an
 
 Analyst
 
 to join the Alternative Capital Solutions team.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Support the origination, structuring, and execution of equity and equity-linked transactions, including growth capital raises, structured equity offerings and PIPE financings
 </li>
 <li>
 Assist in the development of customized client solutions, working closely with senior bankers and structuring teams
 </li>
 <li>
 Prepare marketing materials, transaction documentation, and internal approvals
 </li>
 <li>
 Monitor market conditions to inform client advice and transaction execution
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Ideally 1 year of experience in Global Capital Markets, Investment Banking, or a related role
 </li>
 <li>
 Prior exposure to equity products or structured transactions is preferred
 </li>
 <li>
 Strong analytical skills with the ability to manage multiple workstreams and complex financial analysis
 </li>
 <li>
 Extraordinary level of motivation, work ethic, and attention to detail
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Commercial instinct and ability to perform under pressure and tight deadlines
 </li>
 <li>
 Bachelor&rsquo;s degree required
 </li>
 <li>
 Series licensing required or ability to obtain
 
 
 </li>
 </ul>
 
 What You Can Expect From Morgan Stanley
 
 
 
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
 
 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 
 
 It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 
 
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
</div>

Global Capital Markets, Alternative Capital Solutions – Analyst

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