Overview Initio Sphere is onboarding Private Equity Analysts to support funds, sponsors, and investors across live private... support: Financial Modeling & Valuation 3-statement operating models LBO and DCF models Commercial real estate...
trust with peers, partners, and executive sponsors Be a champion for both business and culture transformation, leading... best practices and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams) About Us: Chase is a leading financial services...
and debated; establish trust with peers, partners, and executive sponsors Be a champion for both business and culture... and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams) About Us: Chase is a leading financial services firm, helping...
conventional narratives, and brings clarity to complex issues ranging from economic policy and financial markets to emerging... for the future ● Design thoughtful experiences for VIPs and sponsors-perks, signage, custom touches-while ensuring the event...
and accuracy Validate financial models, projections, and valuation assumptions Check diligence reports, risk assessments... promoted to investors and deal sponsors. Certification & Eligibility To qualify, candidates must meet at least one of the...
terms Ensure all financial, operational, and regulatory controls are in place and followed Identify discrepancies... Support Quality of Earnings (QoE) reviews and operational diligence Evaluate transaction documentation, financial models...
Prepare IC materials including investment memos, deal summaries, and dashboards Review and validate deal data, financial... and deal sponsors. Certification & Eligibility To qualify, candidates must meet at least one of the following: Score ≥70...
issues Risk & Compliance Review Conduct diligence on operational, financial, and investment risk exposure Evaluate key... for investment committees and sponsors Collaborate with deal teams to strengthen governance practices Note: Analysts may...
be engaged to: Transaction Review & Validation Review financial models for accuracy, assumptions, and internal consistency..., and financial diligence materials Identify risks, red flags, and structural issues Review and validate investment memoranda...
Audit & Verification Audit financial models for accuracy, internal consistency, and assumption integrity Verify sources..., precedent transactions) Confirm data consistency across financial, legal, and diligence materials Financial & Diligence...
Risk Reviewers may be engaged for: Risk Assessment & Review Evaluate operational, financial, and investment risks... are actively promoted to investors and deal sponsors. Certification & Eligibility To qualify, candidates must meet...
their healthcare and improve their well-being. Across its three business channels, Sharecare enables health plan sponsors, health... and quality Financial Management Assist in the development of annual budgeting and fiscal planning as required Review...
refinancing, liquidity, and exit risk Financial & Scenario Risk Analysis Review financial models with a capital preservation... are actively promoted to investors and deal sponsors. Certification & Eligibility To qualify, candidates must meet...
-Based) Depending on your certification approvals, analysts may be engaged in: Financial Modeling & Valuation 3...-statement financial models Commercial real estate underwriting DCF / LBO modeling Sensitivity and scenario analysis...
) Approved analysts may perform work in categories they are certified for, including: Financial Modeling & Valuation 3...-statement financial models Commercial real estate underwriting DCF / LBO modeling Sensitivity and scenario analysis...
Reporting & Decision Support Prepare deployment assurance reports for investment committees and fund sponsors Track... and deal sponsors. Certification & Eligibility To qualify, candidates must meet at least one of the following: Score ≥70...
for: Transaction Assurance & Review Validate accuracy and completeness of financial models, valuations, and transaction assumptions... promoted to investors and deal sponsors. Certification & Eligibility To qualify, candidates must meet at least one of the...
materials for IC review Summarize financial models, diligence findings, and risk assessments Track deal status... Reporting & Documentation Draft investment memoranda, presentation decks, and summaries Consolidate insights from financial...
where they are approved, including: Financial Modeling & Valuation 3-statement financial models Commercial real estate underwriting... Analyst Certification Assessment or approved financial training Receive category-specific approvals (Modeling, Valuation...
Financial & Valuation Review Review financial models for accuracy, logic, and assumption integrity Evaluate valuation... sponsors. Certification & Eligibility To qualify, you must meet at least one of the following: Score ≥70...