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Financial Broker
3 weeks ago
1. Bachelor’s degree or higher qualifications in BA, Economics, accounting or related discipline
2. At least 6 years of relevant work experience
3. Strong financial and accounting technical knowledge and expertise in financial modelling
4. Deep understanding of TMT sectors, with particular expertise in telecommunications
5. Preferred experience in global accounting firms (Big 4), boutique corporate advisory and Corporate Strategy
6. Strong analytical and numerical skills
7. Knowledge and experience using financial tools such as Bloomberg, EMIS, Pitchbook
8. Ability to manage priorities and resolve issues in a professional and timely manner
9. Ability to identify strategic and financial opportunities and provide quality advice to clients
10. Possess high level of initiative and drive, combined with an analytical approach to problem solving and acute strategic business awareness
11. Able to work in a small environment with motivated colleagues
**Duties**:
1. Organise time to understand client’s financial needs
2. Answer clients’ questions and address concerns
3. Prepare financial document summaries and cashflow projections for clients in accordance with client’s financial strategy
4. Research and review available financial instruments suitable to meet client’s plan
5. Research investment opportunities
6. Support the development of the clients’ corporate financial strategy
7. Arrange financial resources for clients through banks, lenders and investment funds
8. Use of a range of valuation methods, modelling techniques and analytics tools
9. Preparing marketing materials to present to potential investors
10. Other ad hoc duties as required
**Responsibilities**:
1. Analysing clients' financial status and meet to discuss financial options and developing financial strategies
2. Based on client’s financial goals, present financial strategy with assistance of senior advisor
3. Deliver financial reports and cashflow projections in accordance with client’s financial strategy
4. Present potential investments alternatives to clients or select investments on their behalf
5. Modelling of different financial strategies using spreadsheets
6. Financial and market research, analysis and benchmarking of competitors
7. Work with clients to build financial business cases to support their capital strategy
8. Support project and process management, including tracking against timelines
The proposed salary level for this position is expected to be between $70 to 75k per year, excluding superannuation, paid monthly.
**Location**
This position is full time and will be based in Sydney, Australia.
**Salary**: $70,000.00 - $75,000.00 per year
**Benefits**:
- Work from home
Schedule:
- 8 hour shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Sydney, NSW 2000: Reliably commute or planning to relocate before starting work (required)
Work Location: One location
Application Deadline: 07/07/2023
Expected Start Date: 28/06/2023
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