Finance Analyst/Associate

We are seeking a Finance Analyst/Associate for Strata Alliance, a multi-family office. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals. This role is well-suited for an entrepreneurial, client service focused individual with deep technical skills in finance and strategy. This individual thrives in team-based, collaborate environments, loves to problem solve, and is a self-starter. It is an excellent opportunity with room for growth within a rapidly expanding organization.

Responsibilities: This Role Encompasses Three Different Work Streams and Responsibility Sets

Family Office Alternative Investments:

• Collaborate with Director of Finance on analyzing, executing strategic/financial due diligence, and working through investment opportunities. Opportunities include proprietary direct investments and private equity fund investments.
• Provide detailed market research and analytics to support the direct investment function
• Manage day-to-day execution of the capital raise process within the Strata Alliance family network
• Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners

Financial Office Business Advisory:

• Provide family office clients with ad-hoc business advisory services to include financial analysis, financial modelling, and business valuation
• Aid in business advisory services surrounding major liquidity events and/or inorganic growth opportunities to include: Financial modelling, review and analysis; Due diligence support / process management – interacting with clients to procure accurate/timely provision of due diligence; Market valuation analysis

Family Office Personal Financial Services:

• Aid in ad-hoc financial analyses of HNW client’s personal assets
• Provide personal financial modelling to aid in wealth planning initiatives

Qualifications

• Bachelor’s degree required
• MBA with finance concentration/M.S. in Finance/Business Analytics/Accounting degree preferred
• 3-5 years of experience preferred, preferably gained through an investment banking, family office, or private equity role
• Excel Fluency / Expertise
• Comfort / Proficiency with Financial Analysis and Financial Statements

Job Type: Full-time

Pay: $100,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $100,000 - $125,000