• Assist team in consulting with clients to understand their needs
• Providing project management and administrative support on client engagements where needed.
• Work within prescribed timelines
• Communicating with clients when required via phone or email
• Preparation of letters and documents
• Financial analysis and building of complex models
• Production of presentation materials and investment memoranda
• Assisting senior bankers in legal matters, negotiations, and client visits.
• Performing and adhering to in-depth due diligence processing
• Adheres to the Firm's policies.

Skills: Client Consultation, Project Management, Administrative Support, Communication, Document Preparation, Financial Analysis, Presentation Development, Due Diligence Processing

• Supports the implementation, maintenance, and review of corporate policies and internal controls assists 
• Technical accounting research related to new and proposed accounting standards and performs other general ledger duties
• Advise market-leading companies on mergers and acquisitions, divestitures, IPO readiness, interim management, and various technical accounting matters
• Assist with preparing and reviewing quarterly and annual financial statements and SEC filings
• Assist with developing financial models, forecasts, and related analyses
• Assist with designing and implementing business process improvement
• Act as a liaison between clients and their auditors
• Manage engagements and build client relationships
• Regional representation for operational standardization

Skills: Policy Implementation, Accounting Research, M&A Advisory, Financial Reporting, Financial Modeling, Process Improvement, Client Liaison, Engagement Management

• Understand the Client's industry business and processes, identifying potential issues arising in an assignment and asking relevant questions when in doubt.
• Assist in documenting minutes of meetings during team meetings and client meetings.
• Document the procedures performed in an organized, clear, and detailed manner.
• Ensure difficulties or issues in the assigned work are communicated to seniors or managers on time for timely resolution.
• Takes responsibility for assigned areas/jobs, including having own work reviewed.
• Assist in organizing formal and informal team meetings.
• Proactively seek involvement in upcoming assignments and highlight the availability.
• Attend training courses to develop technical and soft skills.
• Seeks job feedback from seniors and managers on every assignment completed.
• Ensures own time is utilized effectively and identifies opportunities to work more efficiently.

Skills: Industry Knowledge, Meeting Documentation, Procedure Documentation, Issue Communication, Work Ownership, Team Organization, Initiative, Time Management

• Interact with and influence stakeholders located at various geographic locations to elicit requirements and produce standardized requirement documents
• Promote the firms Approved Brokers to the business, presenting in regional forums and conducting awareness sessions across lines of business
• Keep abreast of industry trends and "hot issues", related to Personal Account Dealing and risks about outside interests, and undertake research in focus areas
• Preparing Compliance training materials and conducting programmed and ad hoc training where necessary
• Designing and performing risk-based Compliance monitoring tests
• Investigating and resolving escalation alerts from employees in line with Regional and LOB supplements
• Act as a subject matter expert for financial products and markets covered by the PAD Policy
• Reporting line to management on key controls and operational metrics/key performance indicators
• Ensure the timely execution of employee pre-clearances (including reporting of breaches)
• Support the creation of Internal, External (Regulatory) and Ad-hoc reports

Skills: Stakeholder Management, Requirements Elicitation, Industry Research, Compliance Training, Risk-Based Testing, Escalation Resolution, Subject Matter Expertise, Reporting and Metrics

• Participating in the execution of secondary advisory transactions including both GP-led liquidity solutions and LP-led liquidity solutions
• Performing financial valuation, discounted cash flow, and multiples-based analysis
• Building and operating financial models applicable to the secondary landscape (continuation fund vehicle, preferred equity, etc.)
• Preparing pitchbooks and live deal materials, such as offering memorandums
• Managing day-to-day execution on live transactions coordinating across all key stakeholders
• Conducting industry and product research
• Analyzing detailed private equity fund, corporate, and financial information
• Supporting senior bankers in managing key transaction workstreams and internal teams
• Developing a good understanding of secondary transaction legal documentation and ultimately being able to run term sheet responses and have a perspective on market terms
• Providing training and mentoring to analysts in the team
• Proactively monitoring news and events about private capital clients and the secondary market landscape
• Direct interaction with clients and investors

Skills: Transaction Execution, Financial Valuation, Financial Modeling, Pitchbook Preparation, Stakeholder Coordination, Industry Research, Private Equity Analysis, Client Interaction

• Audit or transaction advisory experience within the healthcare industry
• Experience in providers, reimbursement risks, and revenue cycles.
• Strong Excel and PowerPoint skills
• Hold CPA and other relevant professional certifications
• Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
• Excellent analytical, problem-solving, and root-cause determination skills
• Strong written and verbal communication and presentation skills
• Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
• Action-oriented, decisive approach to work, with the willingness to take a hands-on role to ensure the deliverables are met on time
• Ability to work additional hours and travel out-of-town to clients

Qualifications: BA in Information Systems with 4 years of Experience

• Prior work experience in proxy solicitation, corporate governance, and M&A
• Advanced level in Microsoft Office, Excel, Powerpoint, Planner, Access, Citrix
• Excellent attention to detail and organizational skills
• Strong analytical and interpretation skills
• Responsive to the needs of the global research team, responding to requests within a reasonable time frame
• Prefer familiarity with FactSet, Bloomberg, Reuters, etc.
• Previous experience working with Jira Core
• Hold CFA designation
• Demonstrate ability to handle work professionally, independently, and efficiently
• Pleasant personality with strong interpersonal skills and ability to interface with all levels, internally and externally, in a professional and responsive manner

Qualifications: BA in Finance with 3 years of Experience

• Work experience in consulting, media, marketing, advertising, and/or technology
• Proven analytical skills, and expertise in qualitative and quantitative research
• Fluency in media/advertising/technology industry terms and trends
• Excellent interpersonal skills and strong oral and written communication skills
• Strong PowerPoint and Excel (or Google Suite equivalent) skills
• Strong project management and organizational skills
• Impeccable attention to detail
• Capable of designing new research approaches that enhance quality and productivity
• Strong quantitative skills and ability to translate analysis into actionable tasks
• Ability to work both independently and as a part of a team with professionals at all levels

Qualifications: BA in Accounting with 2 years of Experience

• Interest in working cross-functionally throughout different business processes within an organization
• Excellent analytical, communication (written and verbal) and interpersonal skills
• Strong technical aptitude and problem-solving skills
• Effective project and time management skills for handling multiple priorities and simultaneous projects
• Enthusiasm to learn through a combination of structured, on-the-job and self-directed training
• Ability to work efficiently and effectively in a complex team environment
• Desire to pursue applicable professional certification as outlined above
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
• Strong verbal, written, and presentation skills with excellent analytical, organizational, and project management skills

Qualifications: BA in Marketing with 4 years of Experience

• Experience in IT Audit, IT Security, Information Risk Management, Controls Reviews, IT Governance, or other IT compliance-related work.
• Consulting experience with a CPA firm, as is previous experience working in the internal audit function.
• Hold Certified Information System Auditor (CISA) and/or Certified Information Systems Security Professionals® (CISSP®)
• Expertise in IT internal controls and their applicability to financial reporting and information systems support processes.
• Experience with FISMA and/or FedRAMP and applying or assessing NIST SP 800-53 beneficial.
• Understanding of relevant regulations and industry standards (e.g. SOX, COSO, COBIT, FFIEC, ITIL, ISO27001, PCI, HIPAA, and GLBA) and best practices and methodologies to address these requirements. 
• Ability to apply these requirements to organizational internal control frameworks.
• Experience working in network administration or security testing
• Excellent written and oral communication skills.
• Strong time management and organizational skills.

Qualifications: BA in Business Administration with 5 years of Experience