ASSOCIATE CONSULTANT

ABOUT THIS JOB

As an associate, you will provide financial consulting services on behalf of HBMJ’s clientele. You will gain exposure to the world’s top financial institutions, including one of the US’ largest fund admins and private equity buyout firms. When on-site, you will work closely with department heads and C-Suite executives to better understand the clients’ challenges and have the opportunity to directly impact their day-to-day operations.  As all clients face different hurdles, you will be consistently challenged and pushed out of your comfort zone. As an associate, you will assist and support other team members to ensure successful execution of projects; example projects include automating track records, liquid pricing, tying out end-of-period trial balances, reconciling P&L and booking daily activity.  

• Automating Track Records: Calculating project deals’ IRR, MoM and other performance metrics 

• Pricing: Pricing equity placeholders for liquid positions daily  

• Tying out Trial Balances and Reconciling P&L: Checking the client’s numbers against the Fund Administrator’s  

• Booking Daily Activity: Entering credit activity transactions, such as paydowns and drawdowns, and tracking cash movements using journal entries 

REQUIREMENTS & QUALIFICATIONS

• 1-2 years of experience in an analyst, consultant or project management position 

• Bachelor’s degree from a known educational institution 

• Preferred Majors: Economics, Business Administration, Finance, Accounting, or Analytics 

• Strong verbal and written communication skills  

• Must be driven and have the willingness to learn 

• Ability to work independently as well as on a team  

• Proficiency in Microsoft Office including Excel, PowerPoint, and Word 

• Experience with Advent Geneva, Investran or another Portfolio Accounting system preferred 

• RSL/SQL skills a plus  

WHAT WE OFFER

• Competitive salary, performance bonus and healthcare benefits  

• Opportunities for personal and professional career development 

• Generous PTO 

• 401(k) savings program  

• Chance to travel to clients and our Greater New York area office 

Interested?
Email a resume and cover letter to hr@hbmjconsulting.com