A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Ankura is a team of excellence founded on innovation and growth.
Practice Overview:
Informed business decisions require independent, insightful and thorough analyses of financial and operational risks. Transaction Advisory Services ("TAS") Practice has extensive experience advising clients on critical valuation, transaction advisory, due diligence and risk management issues. Our expertise cuts across all major industries and business functions. Typical purposes include regulatory compliance, mergers/acquisition support, strategic planning, transaction planning, financial reporting, tax compliance, and litigation/dispute support.
Role Overview:
Ankura's valuation professionals are exposed to a wide variety of clients, industries, and projects. We have a collaborative work environment, which fosters continuing on the job training. On a daily basis, you will be using your knowledge, skills and analyses to answer questions that are critical to our clients. Associates are key team contributors to diverse client engagements including tasks such as: financial statement analysis, conducting information gathering/due diligence, developing financial and valuation models, performing market and industry research, and constructing thorough and concise narrative reports. They are responsible for ensuring the highest quality work in the creation of client deliverables with a proactive, problem-solving mindset. We are looking for inquisitive and hard-working team players who enjoy challenging project work. Candidates who have demonstrated the ability to quickly learn and apply new concepts, successfully handle multiple tasks, and effectively work as part of a team are preferred.
Responsibilities:
Primary responsibilities will include financial analysis and modeling, business analysis, industry research and analysis, and report writing. The individual will utilize standard valuation methodologies, including the income, market, and cost approaches to derive supportable valuation opinions. Individuals will also assist with proposal writing, presentation preparation, and participate in thought leadership initiatives. Must be able to work with a team and complete multiple projects under tight deadlines.
Requirements:
0-1+ years of direct experience with valuation or corporate finance engagements in a consulting environment or relevant coursework. Pursuing an undergraduate degree with an expected graduation date between December 2026 and June 2027 required. Emphasis in Economics, Finance or Accounting preferred. Progress towards achievement of ASA, CVA, CPA, and/or CFA designation is a plus. Familiarity with Capital IQ, Bloomberg, or other research databases is a plus. Capability to simultaneously manage multiple projects and assignments in a fast-paced environment. Superior oral and written communication skills. Strong business presence. Ability to meet deadlines and adapt to varying client demands. Ability to understand key financial, economic, and accounting principles. Strong analytical and research skills. Superior, demonstrable knowledge of MS Office (MS-Excel, MS-Word, MS-PowerPoint) Frequent computer use at workstation for an extended period of time. Frequent conference calls and in-person meetings (