Advisory Jobs

Strong organizational skills to manage tight deadlines and complex projects

Bachelor’s Degree in Economics, Accounting, Finance, Math, Engineering, or related field

Fluent in English. Working knowledge of Spanish is a plus, but not required

Previous experience with financial models is a plus

Excellent communication and presentation skills

Ability to work in a team environment and be flexible in terms of responsibilities

Strong technical accounting, FP&A, and/or strategic finance experience

Work Hard, Be Recognized! Offering a very competitive compensation package including an encompassing benefits + more!

Bachelors in Business, Accounting, Finance or related field

MUST HAVE 2+ years of experience coming from the FDD group in public accounting

Highly organized individual with strong critical thinking skills and attention to detail

Collaborative Environment: Join a team-centric, culture-oriented company with a focus on leveraging the unique skills of each individual.

Must have excellent time management, communication (oral and written), and organizational skills

Must have experience in a Project Management role OR equivalent

Manage projects in accordance with established timelines, budgets, quality standards, and/or contractual requirements.

Responsible for identification and documentation of Incident Reports with the Quality Management group. (Inclusive of Client Notification and Closure)

Manage customer escalations effectively, with follow-up and closure.

Bachelor’s degree or equivalent or relevant experience

Train and mentor junior staff on project case teams and as a reporting manager, as well as through internal training efforts

Create and manage client proposals and presentations

Demonstrated quantitative and analytical skills

Excellent communication (written and verbal) and interpersonal skills

Serve as the main client point of contact for project engagements and internal team lead

Generates and presents client-ready materials, including research materials, interim deliverables, and final project reports

Experience to successfully manage teams of Associates and Analysts; and

Identifying and contacting finance providers on transactions;

Excellent finance, accounting and financial modeling and good business acumen;

Strong verbal and written communication skills;

Degree in finance and/or accounting desirable, or have successfully completed significant coursework in these or related areas.

Conceptualizing, organizing, processing and delivering new business presentations;

-Active CPA license or equivalent certification preferred.

-Excellent analytical skills and attention to detail.

Conducting industry- and company-specific business due diligence, including competitor and industry benchmarking in the Healthcare and Industrials sectors

Leveraging market/customer research, trends, and competitor analysis to help clients understand transaction-specific risks and opportunities

Performing in-depth financial modeling to inform client projections around revenue and profit outlook, pipeline sizing, and industry dynamics

Assisting in deal sourcing, target identification, and analysis for proprietary acquisition processes

-Active CPA license or equivalent certification preferred.

-Excellent analytical skills and attention to detail.

Conducting industry- and company-specific business due diligence, including competitor and industry benchmarking in the Healthcare and Industrials sectors

Leveraging market/customer research, trends, and competitor analysis to help clients understand transaction-specific risks and opportunities

Performing in-depth financial modeling to inform client projections around revenue and profit outlook, pipeline sizing, and industry dynamics

Assisting in deal sourcing, target identification, and analysis for proprietary acquisition processes

Strong financial modeling skills and proficiency in using financial software and tools.

Exceptional analytical and problem-solving abilities with a keen attention to detail.

Excellent communication and interpersonal skills, with the ability to present complex financial data to non-financial stakeholders.

Comprehensive benefits package, including health, dental, and retirement plans.

Manager of Transaction Advisory Services

Rogers Group provides a safe drug free working environment, extensive benefits, a company vehicle, and strong compensation.

Exceptional organizational and time management skills, with the ability to manage multiple projects simultaneously.

Requires active listening, critical thinking, making decisions, time management, as well as administration skills.

Stay up to date with industry trends and best practices related to operations management.

Minimum of 2 years of relevant work experience, preferably in operations consulting or a related field.

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Presenting location analysis to our professionals, often presenting to team management in group settings.

Preparing and presenting proposals and qualifications for our professionals to share with prospective clients

Researching state and local incentive programs available to support a clients’ project including assessing eligibility and estimating potential benefits

Proven analytical and problem-solving skills

Demonstrated interpersonal and client relationships skills

Demonstrated written and verbal communication skills

Strong technical risk management, governance, and audit skills

Strong technical risk management, governance and/or audit skills, understand risk assessment techniques, and 1st, 2nd, and 3rd lines of defense frameworks.

Effectively communicate risks, issues, and related recommendations in both technical and non-technical terms to Operational and IT management

Strong problem solving, and analytical skill capabilities preferred.

Manage relationships with second- and third-line stakeholders, including developing and maintaining effective communication channels and providing timely and accurate information

Knowledge of Agile methodology is a plus.

Assist with financial management projects, including long-term financial plans, organizational assessments, policy development, and budget preparation and reporting.

You enjoy the challenge of having every day be a "different experience."

You take a creative approach when applying analytical and critical thinking skills to develop solutions to complex problems.

Contribute daily to client engagements, meet client deadlines and propose solutions to client challenges.

Utilize Microsoft Excel advanced concepts to analyze large amounts of financial data.

You enjoy learning about public agency business processes and traveling to different locations to help clients.

Knowledge and experience in handling cyber-security and fraud detection for digital banking platforms

Able to interact with, and present to, all levels of management and regulators

Team-oriented with strong interpersonal skills, able to calmly manage conflict and pressure in a demanding, high-volume environment

able to interact with, and present to, all levels of management and regulators

team-oriented with strong interpersonal skills, able to calmly manage conflict and pressure in a demanding, high-volume environment

Provide guidance to senior executives and business managers relating to FCP risks, controls and governance pertaining to digital banking and payments

Possess intermediate level Microsoft EXCEL capabilities

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Investment Advisory Operations Specialist | UBS - Experienced professionals - job boards

Requires active listening, critical thinking, making decisions, time management, as well as administration skills.

Stay abreast of industry trends and emerging best practices in operations management.

Bachelor's degree required, preferably in a related field, such as Operations Management, Business Administration, or Engineering.

We offer a comprehensive benefits package that includes:

Minimum of 5-8 years of experience in operations consulting or a similar role.

Strong leadership and mentoring skills, with the ability to inspire and motivate colleagues.

B.S. in Engineering or Construction Management or equivalent work experience

Support monthly OAC meetings and lead Client Sr. Management communication

Oversite of project schedule management processes

Working knowledge of building design parameters including structural, architectural, electrical, waterproofing and MEP systems

3 to 5 years of construction related experience

Project set up including scope, reporting and document retention

Act as a coach and mentor to junior staff, rapidly developing their skills and knowledge through an apprenticeship-based development model

Contribute to firm initiatives focused on talent (e.g., recruiting, training), knowledge (e.g., IP development, white papers) and other core areas

Contribute to knowledge sharing and team development

Excellent critical thinking and analytical skills

Strong people leader, adept at managing team’s work while developing colleagues’ capabilities

Advanced skills in MS Excel, Access, and PowerPoint

Excellent leadership and team management skills, with a passion for cultivating a high-performance culture.

Exceptional communication and presentation abilities, with the capacity to influence stakeholders at all levels.

Solid problem-solving and analytical abilities, with an unwavering commitment to delivering exceptional value to clients.

Proven track record in IPOs and public listing processes.

Strong understanding of capital markets, regulatory frameworks, and financial analysis.

Strategic thinker with a keen eye for identifying opportunities in a rapidly changing market.

Assist in developing ownership transition models involving management buyouts, family transition, third-party sales or ESOP transactions.

BS degree in accounting; an emphasis in finance a plus

0-1 years of recent valuation or M&A experience

The ability to work independently and proactively, identifying issues as well as offering potential solutions

The ability to manage multiple projects and clients

Possess a positive attitude, good communication skills and willingness to learn

Passion for investment management and client service.

Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.

Participate in equity and option trading activities with increasing responsibilities for investment execution.

Two years of relevant professional/financial services experience.

Superior communication and analytical skills.

For this opening we are looking for college Seniors graduating in Winter 2023/Spring 2024*