COMPANY: Financial Advisory Firm
POSITION: Business Analyst
LOCATION: New York, NY
HOURS: 9:00AM – 5:30PM (Onsite Tuesday-Thursday, with flexibility to work from home Monday and Friday)
COMPENSATION: up to $90K DOE + Bonus Eligible*
BACHELOR’S DEGREE: Required
Our client, a leading financial advisory firm, is seeking a dynamic and eager Business Analyst to join their team. This role will provide comprehensive support to the Vice Chairman, including social media management, organizing meetings and deliverables, crafting emails, and identifying new business opportunities. The ideal candidate should have a general understanding of corporate finance. This role is not a traditional investment banking career track.
Responsibilities of the Business Analyst:
-Track the status of meetings and deliverables, as well as monitor existing opportunities.
-Be proactive in organizing and promoting new business efforts.
-Review LinkedIn postings, identify opportunities for relevant dialogue, and manage contacts.
-Craft introductory and follow-up emails.
-Utilize technology tools to create a more systemized and efficient calling program.
-Identify opportunities for speaking engagements and attend influential legal conferences.
-Create and coordinate special events for key referral sources.
-Identify opportunities from a review of various public and internal materials.
-Work with various facets of the firm to gather and generate materials and execute the above responsibilities.
-Perform ad-hoc duties as required and/or assigned.
Requirements of the Business Analyst:
-College degree required.
-1-2+ years’ experience providing administrative support, preferably in finance.
-Organized with the ability to track and manage multiple workstreams.
-High energy, creative, and detail oriented.
-Experience in social media management, particularly in reviewing LinkedIn postings and managing contacts.
-Strong organizational skills to track the status of meetings, deliverables, and existing opportunities.
-Excellent writing skills to craft introductory and follow-up emails.
-General understanding of deal dynamics and corporate finance.
-Ability to identify opportunities from a review of various public and internal materials.
-Ability to work with various resources within the firm to gather and generate materials.
-Not interested in a traditional investment banking career track.
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