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Financial Analyst – Investing

Remote - United States | JR006159


  • Develop underwriting models for new product launches to support product team in rolling out new offerings for the company
  • Taking ownership of company’s critical underwriting models that determine pricing for multi-million-dollar opportunities (team underwrites over $50mm of new initiatives a year)
  • Developing new modules and functionality for underwriting models to improve team efficiency, reduce user error, and ensure effective deal approvals
  • Run ad-hoc analysis to help improve team productivity, identify potential improvement to underwriting process and underlying assumptions
  • Support team with internal data metrics tracking and dashboarding
  • Work across various departments including Product, Operations Procurement, FP&A, Billing and Project Implementation to obtain critical data for underwriting


  • Minimum of 2-5 years of related experience
  • Highly Proficient in Excel and Powerpoint
  • Highly organized
  • Problem Solving and inquisitive nature
  • Strong desire to learn
  • Critical Thinking
  • Ability to derive insights and handle ambiguity from limited data sets
  • Ability to develop and communicate clear models to represent business situations and summarize key ideas to both financial and non-financial counterparts
  • Attention to detail to develop accurate reports and analyses
  • Strong sense of ownership to drive positive business results and personal growth
  • Ability to work with counterparts globally, including stakeholders in other regions (i.e., UK and India)


  • Bachelor's Degree in Finance, Accounting, or a Data Sciences field
  • Management consulting or investment banking experience


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