Role Rockbourne

Finance Manager

Location: United States, Location: United States

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Posted 2 hours ago

Salary

Location Location: United States, Location: United States

Type Full-time

85%

Private Equity

Essential skill for this role

85% Required

77%

AIM

Essential skill for this role

77% Required

Private Equity

AIM

Finance Manager - Investment Banking – Key Insights & Skill Breakdown

Context: The finance manager role in investment banking at a leading financial services firm presents an excellent opportunity to advance your career in the dynamic capital markets industry. This position requires a unique blend of technical finance expertise, strategic business acumen, and strong interpersonal skills to succeed.

Core Takeaways

Gain exposure to high-level investment banking transactions and deal execution across M&A, capital raising, and advisory services
Develop advanced financial modeling, valuation, and analytical skills to support client-facing work
Collaborate closely with cross-functional teams including bankers, analysts, and subject matter experts
Contribute to the firm's strategic decision-making and drive process improvements

Key Skills & Competencies

1. Technical Finance Skills

Proficiency in financial modeling, valuation methodologies, and data analysis
Strong understanding of capital markets, investment banking products, and deal structures
Expertise in financial reporting, budgeting, and forecasting

2. Business Acumen

Ability to identify and analyze industry trends, market dynamics, and client needs
Strategic thinking and problem-solving skills to support business objectives
Excellent project management and organizational capabilities

3. Communication and Collaboration

Effective verbal and written communication skills to present insights to stakeholders
Demonstrated ability to work cross-functionally and build strong relationships
Confidence in client-facing interactions and presentations

Interview Focus / Watchpoints

Showcase your technical finance expertise and understanding of investment banking processes
Demonstrate your strategic mindset and ability to contribute to the firm's growth and profitability
Highlight your interpersonal skills, teamwork, and client-facing experience
Discuss your career progression and passion for the finance industry

Compensation & Environment

Base: ,
Bonus: Performance-dependent bonus
Benefits: Competitive pension scheme, generous holiday allowance, share schemes
Working Model: Flexible working arrangements with professional development focus

Finance Manager - Investment Banking – Key Insights & Skill Breakdown

Core Takeaways

Gain exposure to high-level investment banking transactions and deal execution across M&A, capital raising, and advisory services
Develop advanced financial modeling, valuation, and analytical skills to support client-facing work
Collaborate closely with cross-functional teams including bankers, analysts, and subject matter experts
Contribute to the firm's strategic decision-making and drive process improvements

Key Skills & Competencies

1. Technical Finance Skills

Proficiency in financial modeling, valuation methodologies, and data analysis
Strong understanding of capital markets, investment banking products, and deal structures
Expertise in financial reporting, budgeting, and forecasting

2. Business Acumen

Ability to identify and analyze industry trends, market dynamics, and client needs
Strategic thinking and problem-solving skills to support business objectives
Excellent project management and organizational capabilities

3. Communication and Collaboration

Effective verbal and written communication skills to present insights to stakeholders
Demonstrated ability to work cross-functionally and build strong relationships
Confidence in client-facing interactions and presentations

Interview Focus / Watchpoints

Showcase your technical finance expertise and understanding of investment banking processes
Demonstrate your strategic mindset and ability to contribute to the firm's growth and profitability
Highlight your interpersonal skills, teamwork, and client-facing experience
Discuss your career progression and passion for the finance industry

Compensation & Environment

Base: ,
Bonus: Performance-dependent bonus
Benefits: Competitive pension scheme, generous holiday allowance, share schemes
Working Model: Flexible working arrangements with professional development focus

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