What are the responsibilities and job description for the Analyst position at Asena Family Office?
Job Title: Analyst
Location: Palm Beach, Florida
Company: Asena Advisors
About Us: Asena is committed to delivering exceptional financial advisory services to our clients and fostering a collaborative and dynamic work environment. We are currently seeking a motivated and detail-oriented Analyst to join our team.
Position Overview: As an Analyst, you will be crucial in supporting management and colleagues in various financial analysis and transaction execution tasks. The ideal candidate will have at least one year of relevant experience in investment banking or a related field, demonstrating strong analytical skills, attention to detail, and a passion for finance.
Key Responsibilities:
• Assist in the preparation of financial models, valuations, and pitch books for client presentations.
• Conduct industry and market research to support transaction execution and business development efforts.
• Analyze financial statements and performance metrics to identify trends and insights.
• Collaborate with senior team members to prepare materials for client meetings and due diligence processes.
• Support the execution of mergers and acquisitions, capital raising, and other financial transactions.
• Maintain and update databases and financial models to ensure accuracy and relevance.
• Participate in team meetings and contribute to strategic discussions and decision-making processes.
• Stay informed about market trends, economic developments, and regulatory changes affecting the financial services industry.
Qualifications:
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 1 year of experience in investment banking, financial analysis, or a related area.
• Familiarity with accounting principles and financial statements.
• Proficiency in financial modeling and valuation techniques.
• Strong analytical and quantitative skills, with a keen attention to detail.
• Excellent written and verbal communication skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Proficient in Microsoft Excel, PowerPoint, and financial analysis software.
• Strong organizational skills and the ability to manage multiple tasks and deadlines.
What We Offer:
• Competitive salary and performance-based bonuses.
• Opportunities for professional development and career advancement.
• A small, international, collaborative, and inclusive work culture that values diversity.