Senior Associate, Client Advisory Services

Ownership Works • New York, NY

1d • Hybrid

About The Position

Ownership Works is seeking a professional passionate about the intersection of capital markets and social impact. As a member of the Private Equity and Plan Design group on the Client Advisory Services team, the Senior Associate will play a crucial role in expanding Ownership Works’ programs to businesses in private and public markets. The Senior Associate will be responsible for developing the strategy, design, and financial structure of new ownership plans and supporting client relationships across our 45+ private equity partners.
The Client Advisory Services team supports mission-driven investors and corporate executives in developing effective ownership programs that create value for all stakeholders through efficient plan design, financial modeling, and integration with value-creation plans. Its team members are:
Results-oriented with a culture of humility and excellence.
Pragmatic optimists who enjoy translating “big ideas” into actionable plans and results.
Strategic, curious, diverse, and accountable.
Incredibly fast-moving as we build and grow the organization.

Requirements

• B.A./B.S. required.
• 2–4 years of consulting, finance, or other related experience; management consulting, investment banking, or private equity experience strongly preferred.
• Strong analytical skills and ability to structure complex topics for senior audiences.
• Ability to translate strategic and financial insights into clear and succinct PowerPoint slides for senior private equity and portfolio company audiences.
• Ability to design and build professional financial models in Excel; ability to identify key drivers and sensitize the model accordingly.
• Demonstrated experience and willingness to learn to use AI tools to accelerate and improve the quality of professional work.
• Ability to independently drive a workstream as part of a broader team project.
• Exceptional written and verbal communication skills.
• Excellent relationship management skills.
• Highly responsive and collaborative team player.
• Self-starter with an entrepreneurial mindset.
• Proven time management and multitasking abilities while maintaining excellent attention to detail.

Nice To Haves

• Passion for social impact and the mission of Ownership Works.
• Interest in becoming a subject matter expert in employee ownership.

Responsibilities

• Design ownership plans with multiple components related to equity instruments, financial models, implementation, and communication.
• Synthesize and structure complex topics for PE, executive, and operator audiences to drive plan adoption.
• Leverage AI tools to gather and analyze data; formulate customized solutions; develop and present results/recommendations to clients (in Excel or PowerPoint format).
• Prioritize multiple projects, organize workflows, and ensure timely and accurate completion of deliverables.
• Work with managers and senior managers to support and strengthen relationships with clients.
• Contribute to organizational development efforts to achieve ambitious mission and growth targets.

Benefits

• Comprehensive healthcare coverage for you and your family (medical, dental, and vision)
• Unlimited paid time off and a generous holiday schedule (including the last week of the year), so you can recharge when you need to.
• 401(k) with generous employer contributions to support your long-term financial wellbeing.
• 18 weeks of fully paid parental leave
• Fully covered life insurance, short-term, and long-term disability plans
• Annual professional development budget to support your growth and learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior