Financial Planning And Strategy Associate

Social Capital Resources

a year ago

Expired On02 Jul 2025

Associate

Onsite

New York, New York, United States

  • Full-time
  • on-site

    • Financial Analysis

    Budgeting

    Forecasting

    Investment Management

    Financial Reporting

    Risk Management

    Corporate Finance

    Accounting

    Tax Planning

    Portfolio Management

    Financial Modelling

    Mergers & Acquisitions

    Job description & requirements

    Top-Tier Investment Bank in NYC is seeking an FP&S Associate for a permanent position with their growing team!

    Responsibilities:

    • Provide analytical support for strategic planning and reporting team.

    • Develop financial models for performance management.

    • Monitor revenue pipeline

    • Project future revenues

    • Prepare dashboards

    • Lead aspects of CRM data management - including data integrity of client records

    • Analyze historical market data and performance market trends

    • Create/ conduct PowerPoint presentations incorporating data tables, charts and design elements using data and analysis

    • Communicate with senior management on findings

    Requirements:

    • Bachelor's degree in finance/accounting

    • 1-3 years of financial reporting experience - Big 4 preferred

    • Working knowledge of investment and corporate banking and capital market products

    • Must be proficient in Excel and PowerPoint

    • Strong data reporting experience - Salesforce, Dealogic, Bloomberg, Thomson Reuters, Capital IQ

    • Strong presentation skills

    • Results-oriented; Strong work ethic

    Experience :

    Associate

    Job Domain/Function :

    Staffing and Recruiting

    Job Type :

    Onsite

    Employment Type :

    Full-Time

    Number Of Position(s) :

    1

    Educational Qualifications :

    Bachelor Degree

    Location :

    New York, New York, United States

    Social Capital Resources


    Headquartered in New York City, Social Capital Resources is a recruiting firm dedicated to facilitating the needs of both clients and candidates within the Financial Services, Finance/Accounting, FinTech and Technology industries.


    At Social Capital, we believe in a simple aphorism, “It’s not who you know, it’s who you GET to know”. We take the time to foster client and candidate relationships over the entire course of a career. Not just throughout the recruitment process. A definition for “Social Capital” is “the networks of relationships among people who live and work in a particular society, enabling that society to function effectively”. Having the RIGHT team in place is one of the first and most important steps along the path of efficiency. We strive to assist our clients with this assembly and guide candidates to fulfilling careers. Thus, enabling your firm to function most effectively.


    Our portfolio of clients includes Investment Banks, Investment Managers, Private Equity Funds, Hedge Funds, Public Accounting, Fortune 1000, FinTech and IT startups.


    Social Capital's other core philosophy, equally important, is having a Social Mission. Here at Social Capital Resources, we believe in a social responsibility and have dedicated our business efforts to support this social mission. We are extremely proud to be partnered with the Alzheimer’s Foundation of America! For every placement that Social Capital makes, we will donate a percentage of the fee to this amazing cause.


    Company profile

    Similar Jobs