Vertical Careers, Inc.

Sr. Quantitative Analyst | M&A | CFA Investment Banking Bkgd for global Professional Services company

Vertical Careers, Inc. - Los Angeles, CA

Senior Quantitative Analyst

Our Client, a global professional services firm located in DTLA is seeking dynamic and progressive Senior Quantitative Analyst ideally with CFA, M&A from Investment Banking background to join their elite Quantitative Analysis team within Global Services Office. The success of their firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides clients with the highest quality of work and service driven by the core values: respect, innovation and collaboration.

Benefits:

Generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Eligible employees can participate in company’s comprehensive benefit program including healthcare, life and disability insurance, flexible spending accounts, a 401k plan, and more! In addition, employees receive 10 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure.

Job Description

The Senior Quantitative Analyst joining our Quantitative Analysis team will leverage their transactional and financial modeling experience to play an integral role in supporting our attorneys and leadership for our Corporate Department’s leading practice groups, including Emerging Companies, Capital Markets and Mergers & Acquisitions.

As a Senior Quantitative Analyst at firm, you will be working closely with our Corporate Department leadership and attorneys. You will develop client-facing capitalization models to be used in M&A transactions, SPAC, deSPAC, and early stage/venture capital financing engagements. Our attorneys and their clients rely on the models prepared by the Senior Analyst to determine the distribution of cash proceeds amongst equity and debt holders or determine the capitalization structure as a result of the proposed transaction. On an as-needed basis, you will work with the attorneys and update the models as the terms of the deal progress. Financial models include but are not limited to proforma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models. You will also be responsible for developing and maintaining training materials as well as mentoring and training our team of analysts and associates so they can provide modeling assistance as the need arises, while accomplishing these and other critical functions:

  • Engaging with Attorney deal teams on transactions which require financial modeling support, including proforma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models
  • Advising the internal deal team using the knowledge gained from this analysis, answering any questions that may arise regarding the data and/or analytical methods, and assumptions used to build the work product
  • Producing client-ready financial models and effectively communicating analysis and work product to the Partners and Associates on the transaction as well as to the external clients, on an as-needed basis
  • Maintaining detailed records documenting procedures, methodologies, and sources of information employed while performing analytical tasks
  • Ensuring timely delivery of accurate and professional work product
  • Participating in learning education classes for our Attorneys related to quantitative analysis work.
  • Developing and maintaining training materials such as reference guides, training presentations, library of training exercises, and tip sheets; training, mentoring, and coaching junior analysts on this work stream
  • Maintaining professional image within the Finance and Accounting department and project the same image to those outside the department
  • Promoting effective work practices, working as a team member, and showing respect for co-workers
  • Helping recruit, develop, and mentor other analysts

Qualifications/Criteria:

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field is required. A financial / industry qualification (CFA) is desired.
  • 5+ years of related analytical experience at a professional services organization in corporate finance, consulting, or M&A, as well as experience working on ad-hoc requests and projects in a fast-paced, deadline-driven environment is desired.
  • Investment Banking background highly desired
  • Proficiency with a PC environment and related software and proficiency with Microsoft Excel, PowerPoint, and Word is desired.
  • Apply your organizational and communication skills while displaying a positive, high-energy attitude.
  • Possess excellent leadership skills including: organizing, planning, problem-solving and decision-making, displaying the ability to lead large, long-term, and complex projects from inception to completion and the ability to develop alternative solutions to meet goals.
  • Maintain flexibility with respect to assigned tasks due to changing deadlines, changing deliverables and changing task priorities.
  • Excellent analytical skills are desired, as well as the ability to work independently to research, analyze, and develop financial information.
  • Must display the ability to draw conclusions from analysis, make recommendations to management, and display the ability to learn and apply new skills quickly and effectively.

 



Posted On: Wednesday, September 15, 2021
Compensation: up to $200K + 10%B +7.5%PS



Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 608-5228
eva@vertical-careers.com,

Eva Chiu has 20 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities whereby helping you "Step Up in the World!" Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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