Location: New York, NY, 10036, US
Job Summary:
Job Duties:
- Assist in creating marketing materials, proposals, and approval memos.
- Develop pro-forma financial statement models for deals.
- Organize, evaluate, and analyze deal-related data.
- Review legal documents with guidance from counsel.
- Manage post-close inquiries from clients and internally.
- Monitor and analyze ongoing transaction information and report periodically.
Required Skills (Keywords):
- Financial modeling
- Life insurance products knowledge
- Financial reporting
- Statutory accounting
- GAAP accounting
Required Experiences (Topics):
- Bachelor’s degree
- FSA qualification
- Relevant financial modeling experience
Job URLs: