Develop and manage relationships with financial sponsor clients, including private equity firms. Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions. Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations. Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams. Utilize knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting; Provide advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment; Analyze and interpret financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis; Prepare and present credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions; Conduct detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification; and Utilize financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data. 5-8 years of relevant experience Bachelor's degree in Finance or closely related areas of Business Administration Master's degree in Business Administration Experience in evaluating corporate transactions and structures Experience creating financial analyses Demonstrated problem solving and organizational skills Consistently demonstrates clear and concise written and verbal communication skills Experience assisting with client development Ability to work with teams and track business development (collect research, analyze industry trends) Series 79 and 63 licenses Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Feb 16, 2026 ------------------------------------------------------