Collecting information
Organizing data
Candidates should have experience in private equity workflows and strong financial modeling skills. CapitexAI is seeking a contractor to contribute to high-impact private equity research workflows remotely. Responsibilities include building financial models, producing investment memos, and conductin
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements an
Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin
You'll align to a category or team and provide decision support, financial analysis, and strong financial controls that help the business operate with clarity and confidence. Perform complex finance activities, including monthly and ad hoc financial statement analysis and commentary, pricing analyti
The Home Equity Lending Specialist is responsible for originating, processing, and closing Home Equity Lines of Credit (HELOCs) and home equity loans. We're looking for a Home Equity Lending Specialist to join our team and support members in reaching their homeownership and financial goals through p