Assistant Director Jobs

About The Position

Requirements

• At least 6 years of experience, with a background in research, financial analysis, corporate strategy, or banking.
• Significant experience developing valuation models for mergers and acquisitions projects.
• Bachelor’s degree in finance, accounting, economics, or a related business field; an MBA is preferred.
• Ability to evaluate and interpret financial data and other technical information.
• Understanding of the financial services industry, insurance, and other financial products.
• Ability to work effectively with senior-level external parties.
• Strong written and verbal communication skills, including the ability to build rapport and gain acceptance at all levels in the Home Office.
• Presentation skills, including the ability to simplify complex information for a broad audience.
• Ability to manage multiple diverse assignments in a timely and high-quality manner.
• Ability to analyze quantitative data and compare elements of complex situations to identify underlying issues.
• Strong business acumen, problem-solving, interpersonal, and critical-thinking skills, including considering multiple perspectives and seeking process improvements.
• Understanding of market- or customer-specific product use cases, ecosystem dependencies, and competitor offerings.
• Ability to conduct or interpret competitive analyses of product features.
• Understanding of technical aspects of programs and the ability to manage program scope, schedules, resources, risks, and dependencies.
• Extensive knowledge of common practices, regulatory considerations, market trends, and the competitive landscape within an industry or sector.

Nice To Haves

• MBA.
• Background in finance, accounting, economics, or a related business field.

Responsibilities

• Develop business cases for acquisitions and partnerships using qualitative and quantitative analysis, and present findings in memos and written or oral presentations.
• Partner with business leaders to generate and evaluate opportunities that advance the organization’s multi-year strategy.
• Research financial services industry trends and synthesize external findings with knowledge of the company’s operations and strategy.
• Monitor industry mergers, acquisitions, and partnership trends for insights and comparative analysis.
• Develop or co-develop valuation models for prospective acquisitions and partnerships using techniques such as multiples, discounted cash flow, and strategic value.
• Establish and maintain relationships and dialogue with colleagues, senior management, and industry contacts.
• Serve as a liaison with investment banking partners focused on potential acquisition opportunities.
• Support transaction teams through negotiation and due diligence.
• Oversee and take responsibility for larger workstream goals and activities spanning across a program.
• Define scope, develop schedules, and manage resourcing, risks, and dependencies to deliver successful program outcomes.