Requires a Masters degree in Business Administration, plus two 2 years of financial management or related analysis experience within Asset Management, Startups, Venture Capital or MA, including experience creating client presentations, pitch presentations, and marketing materials at a large financial institution.br br Specific skills Also requires experience or knowledge in the following 1 working for or with an earlystage startup company SeedSeries A stage; 2reviewing and analyzing investment opportunities; 3 performing financial research and analysis on private market transactionsdeals; 4 monitoring relevant transactions and market conditions; 5 creating clientspecific financial models; 6 maintaining client relationships with private clients or institutions; 7 advanced proficiency using Salesforce; 8 investment due diligence, negotiation, documentation and process management; 9conductingleading meetings with private clients and presenting investment advice; 10 proficiency with Microsoft Excel and PowerPoint; 11 at a large financial institution. Any level of experience or knowledge in the specific skills is acceptable.
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