Financial Strategy Associate Jobs

Extensive knowledge of the global education sector

A mindset for impact by having a genuine interest in the education sector and being focused on improving learner outcomes

Strong written and verbal communication skills in English

An Associate’s primary responsibilities include:

Identifying key data sources and gathering data through primary and secondary research;

Maintaining ownership of specific project work streams to build expertise on critical questions in the client’s strategy development process;

Bachelor's degree in Finance, Statistics, Economics, Mathematics, Physics, or Business Administration or equivalent practical experience.

3 years of experience in professional services (consulting, investment banking) or a corporate strategy role.

Experience communicating and influencing a range of audiences, including C-level executives.

Experience in consumer Internet and media industries.

Exceptional business judgment and excellent financial modeling, spreadsheet software and presentation software skills.

Demonstrated problem solving and analysis skills.

5+ years experience in investment banking, strategic finance or management consulting

Ability to effectively work with peers and different levels of management

Strong communication skills, detail oriented, can work in flexible environments

Bachelor's Degree in finance, economics or related business field

Experience with SQL and Snowflake

Experience with software, internet, or financial technology industry

- Must be able to manage the reengineering process for currently implemented products

- 1-2 years experience in the Corporate & Investment Banking division, desire in Global

Markets, IB&F, GTB, Finance, Business Processes, Audit, etc..

- Must have advanced knowledge of Excel and Powerpoint

- Demonstrates strong logical reasoning, listening, communication and presentation skills

Summary about the team and the strategy role in BBVA:

Excellent verbal and written communication skills with the ability to interface with senior management

Prepare management materials and collateral to support business decisions

Self-manages professional development and development of tech trends and skills

Ability to take on increasing management responsibility and project ownership

Experience in a large fast paced environment leveraging strong communications and analytical skills coupled with good business acumen

Strong critical thinking and problem solving skills

Four plus years of experience in asset management and/or consulting with a history of outstanding achievement

Experience working and communicating with management, for either internal or external clients

Project management: Effective project management capabilities with the ability to manage timelines, monitor progress across different working groups and navigate trade-offs

Understanding of the asset management industry and general understanding of the ETF landscape

Experience or interest in tackling data-related finance issues, analytics and reporting

Team player attitude with collaborative instincts and strong interpersonal skills

Project management interest or experience, including building project plans, delivering outcomes, scheduling tasks, and delegating assignments

Minimum of 1 year of relevant experience

Bachelor’s degree or equivalent experience

Minimum of two (2) years of related experience in strategy, fundraising, and/or consulting

Excellent written and oral communication skills

Strong data and analytical skills, including excel and fundraising databases (Salesforce a plus)

3+ years of experience in a high-performing, quantitative role (including but not limited to: management consulting, investment banking, start-up operations).

Using a broad set of skills and knowledge, tackle highly important and complex challenges and provide analytical insights and strategic recommendations

Experience working at or with high-growth technology companies is a plus

Drive and support cross-functional initiatives, including strategic investment and driving key operational metrics

Prepare analysis and presentation materials for partnership pitches, board meetings, and internal projects

Ability to “roll up your sleeves” when tackling the opportunity to lead and deliver projects in a fast-paced environment

Ability and willingness to be hands-on in all aspects of project management, including:

Technically proficient communicator who can translate business language and requirements to technical teams and vice versa

Requirements gathering, documentation, use case development

Collaborate with business stakeholders to create business cases, project plans, steering committee presentations, business requirements, and other project or program documentation

Domain knowledge of Alternative Investments (Private Credit/Private Equity/Real Estate/Secondaries) and an understanding of Fund, Investor, and Trade lifecycles

Strong technical skills with high proficiency in PowerPoint, Visio, and Excel

Experience outside of finance from strategy or management consulting will be considered.

4 years minimum experience in asset management, equity research, fixed income research, or investment strategy.

Report directly to and work closely with the CIO on Investment Strategy, Asset Allocation and Asset Management.

Advanced Microsoft Office capabilities, especially Excel (VBA), PowerPoint, and Word.

Experience with Bloomberg and integration with Excel.

Ability to work as part of the team in completing the day-to-day responsibilities.

2+ years of strategy consulting, investment banking, finance, and/or business operations experience

$500 work-from-home stipend to set you up for remote work

Member Safety: Our top priority is to build an authentic, equitable, and respectful community

Diversity: We strive to build a workplace that reflects the rich diversity of our members

Authenticity + Collaboration: We encourage authenticity to nurture a trustworthy, collaborative environment

In this role, you will:

Proven project management experience in a strong interest in developing and managing cross-sector collaborations or collective action campaigns;

Bachelor’s or advanced degree or comparable experience in a relevant discipline with an emphasis on substantive or contextual knowledge;

Experience working on research and evaluation or developing data strategies and literacy of organizations;

Demonstrated ability to lead and manage multiple projects concurrently, managing to tight deadlines, and communicating progress and results to multiple audiences;

Demonstrated leadership, presentation, communication, and relationship-building skills;

K-12 education data across districts, regions and states to enhance informed decision-making, resource allocation, and individual access to education data

Proven experience in financial and operational analysis in full-time roles or internships

Exceptional attention to detail, strong follow-through, and outstanding organizational skills

Exceptional benefits: health, dental, and vision plans; PTO; transit stipend; and 401K matching

We prioritize core values, initiative, leadership and adaptability over hard skills

Bachelor's degree in economics, engineering, or related field

Highly analytical and business savvy, with a consummate problem solving mindset

2+ years of strategic finance, corporate finance, or investment banking experience at a high-growth technology startup or well-established company

Experience working on projects that require cross-functional collaboration

Strong communication skills, both written and verbal

Drive strategic decision making in a fast paced constantly changing environment

Collaborate with key stakeholders to develop new processes and investment decision making frameworks

Work to optimize our approach to balancing growth vs. profitability

2+ years of strategic finance, corporate finance, or investment banking experience at a high-growth technology startup or well-established company

Experience working on projects that require cross-functional collaboration

Strong communication skills, both written and verbal

Drive strategic decision making in a fast paced constantly changing environment

Collaborate with key stakeholders to develop new processes and investment decision making frameworks

Work to optimize our approach to balancing growth vs. profitability

2+ years of strategic finance, corporate finance, or investment banking experience at a high-growth technology startup or well-established company

Experience working on projects that require cross-functional collaboration

Strong communication skills, both written and verbal

Drive strategic decision making in a fast paced constantly changing environment

Collaborate with key stakeholders to develop new processes and investment decision making frameworks

Work to optimize our approach to balancing growth vs. profitability

2 + years with a leading management consulting firm (e.g., Bain, BCG, McKinsey, Deloitte) or experience in retail strategy required

Manage project inputs simultaneously from start to finish in a rapidly changing environment

Strong quantitative skills, including model building and insight generation

Strong interpersonal, verbal and written communication skills

Nordstrom will consider qualified applicants with criminal histories in a manner consistent with all legal requirements.

Be part of a high-impact, widely-respected team that has a high concentration of talent in its members and leaders

Experience in management consulting or investment banking

Minimum of 2 years experience working in a high performing, data-driven environment

Excellent verbal, written, presentation and interpersonal communication skills

Exceptional problem-solving, analytical, and research skills

Demonstrated ability to learn quickly and become an expert on new domains of knowledge

Experience with SaaS companies and markets

Assisting management team members in identifying trends and establishing goals.

Consulting / banking / strategy / Mathematics / Project management / economics background

Excellent communication skills & interpersonal skills.

Act as our SME (Subject Matter Expert) on all things related to business and marketplace strategy.

Set clear goals for yourself and eventually also for your teams.

Hire, train, and coach team members.

- Acquire deep knowledge of the firm’s target industries and functions

- 3-5 years’ of work experience

- Impressive problem-solving skills, with comfort preparing research, financial models, and data analysis

- Strategy experience in consumer retail, financial services, or technology verticals - a plus

- Work with peers as well as Strategy leadership team on client engagements

- Conduct research and analysis to generate insights to inform strategic choices