Financial Services Advisory Job Description

Financial Services Advisory Job Description

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Financial services advisory provides support to businesses on relevant issues; build and maintain strong working relationships with the local GE Businesses;.

Financial Services Advisory Duties & Responsibilities

To write an effective financial services advisory job description, begin by listing detailed duties, responsibilities and expectations. We have included financial services advisory job description templates that you can modify and use.

Sample responsibilities for this position include:

Stay informed of current economic developments relevant to the banking and capital markets industries
Senior financing specialists provide credit/transaction support as it relates to a portfolio of commercial borrowing clients in addition to providing origination support as it relates to the on boarding of target clients
Emphasis on structuring credit to risk/simplifying credit structures and opportunity spotting as it relates to new commercial products/services
Supports senior Commercial Relationship Managers in the origination, underwriting and administration of credit requirements including annual reviews
Financial statement analysis and development of credit structure solutions which meet the needs of our clients and are in line with the credit policies and appetite of the Bank by various sectors
Risk assessment, Transaction Requests (CCRs) and Risk Analysis Framework (FACTs) preparation
Preparation of Annual Credit reviews
Direct client contact including discovery meetings, drafting and issuance of discussion papers, negotiation of terms and conditions including pricing, and closing meetings/presentations
Direct client contact associated with annual credit reviews as required
Ongoing presentations/meetings with risk management partners

Financial Services Advisory Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Services Advisory

List any licenses or certifications required by the position: CPA, ACCA, CA, CTP, AICPA, CICPA, CISA, CIA, CMA, GIAC

Education for Financial Services Advisory

Typically a job would require a certain level of education.

Employers hiring for the financial services advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Graduate, Engineering, Financial Services, Public Accounting, Mathematics, Computer Science, MBA, Economics

Skills for Financial Services Advisory

Desired skills for financial services advisory include:

Specialised area
Capital Markets
FS industry sectors
Insurance
Retail Banking
Auditing techniques
Client businesses to recognise potential business opportunities and build strong relationships
EAD
Governance practices and requirements
LGD

Desired experience for financial services advisory includes:

One to three years of relevant valuation or Big 4 audit/tax/consulting experience
Bachelor’s degree in finance or master’s degrees in accounting
Develop Internal Audit risk assessments, internal audit plans, programs and audit work papers
Advise clients in the banking, asset management and brokerage sectors on their internal audit, risk management and operational practices
Manage Internal Audit and Risk Management engagements
Assess risks and internal control processes across an array of financial products and activities, including such traditional areas as interest rate risk, investments, lending compliance, and information technology

Financial Services Advisory Examples

1

Financial Services Advisory Job Description

Job Description Example
Our growing company is looking for a financial services advisory. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services advisory
  • Work with the National Managing Principal for FS Advisory to set the objectives for the alliance program in driving the growth and profitability of the advisory business
  • Perform risk management procedures according to the Firm’s policies
  • Work closely with local and international colleagues external professional advisors, including tax advisors, lawyers, industry experts
  • Assist Partners and Associate Directors in developing local and international business opportunities by preparing pitching and proposal materials
  • Leading work-streams on projects
  • Supporting practice development
  • Driving M&A advisory business in energy sectors, focusing on delivering proactive and creative M&A and corporate finance solutions to clients in the sector
  • Contributing to the origination, marketing and transaction execution efforts of the team
  • Leading and executing M&A transactions, including providing structuring, pricing and negotiation advice to international and local clients
  • Coordinating preparation of investment teasers, information memoranda, business plans and construction of financial models
Qualifications for financial services advisory
  • An exceptional work ethic and attention to detail
  • Ability to manage multiple projects and interact with clients and internal management
  • Flexibility to travel to client site for due diligence meetings as required
  • Knowledge of real estate valuation techniques, including ability to identify and analyze comparable property sales and leases, and documentation (i.e., financial statements, offering memorandum, rent rolls, mortgage documents, commercial leases)
  • Knowledge of various structured products including Asset-Backed Securities (ABS) and Commercial Mortgage-Backed Securities (CMBS)
  • Knowledge of and experience with statistical packages and data sources such as Intex, Bloomberg, Costar, Realpoint, and Reis
2

Financial Services Advisory Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial services advisory. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial services advisory
  • Perform valuations for financial reporting purposes (such as purchase price allocation) and provide technical support to audit on fair value financial reporting matters under PRC GAAP, HKFRS, IFRS and US GAAP
  • Plan scope of work, monitor supervise and review work of staff on Valuation Advisory Services engagements
  • You will learn from talented and dedicated professionals, supporting Directors and Partners who have a vested interested in your personal development and career progression
  • Deliver clients advisory services relating to corporate recovery, restructuring, exit strategies, non performing or distressed investments, and insolvency
  • Open minded and team spirit
  • Bachelor degree or about in Accounting, Finance, Economics, Business Management, Law or related disciplines
Qualifications for financial services advisory
  • Good understanding of Financial and Regulatory Risk Management “business” (e.g., Credit, Market, Operational, Compliance)
  • Bachelor's degree required - advanced degree, MBA is a plus
  • Top tier undergraduate degree, no specific major required
  • 3 – 6 years of experiences in reputable management consulting, investment banks, private equity, urban planning firms
  • Regional planning and/or real estate experiences desired but not required
  • Excellent English and Mandarin language skill
3

Financial Services Advisory Job Description

Job Description Example
Our company is hiring for a financial services advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial services advisory
  • Support the FAS and TRS practices through engagement analysis, pricing models, and revenue recognition topics working closely with accounting
  • Prepare and distribute monthly reports and other documents, data and financial analysis to FAS and TRS Managing Directors and practice leaders as assigned
  • Support preparation of internal finance presentations and related analyses/commentaries
  • Handle sensitive and emergent emails and calls from leadership, Managing Directors, staff and other contacts for follow-up
  • Handle other ad hoc financial and accounting analyses
  • Make well-prepared outbound calls and limited strategic emails to pre-qualified and highly targeted lists of high-level individuals in the Technology + Intellectual Property industry (not broad telemarketing)
  • Create and maintain a list of qualified prospects and manage information in the CRM
  • Pre-qualify and rate leads based on level of interest and research
  • Set up and follow up on appointments with qualified leads in a highly professional manner
  • Research and identify new business development opportunities and targets
Qualifications for financial services advisory
  • MBA/ CPA / CFA or other professional qualifications will be useful
  • 3–4 years of previous experience in the areas of Audit or Corporate Finance
  • Bachelor degree or above with major in quantitative finance, actuarial science, financial engineering is an advantage
  • Professional certification of CICPA, HKICPA, CFA, FRMor relevant qualification is preferred but not essential
  • For Associate Director - above 8 years' relevant work experience, of which experiences in Big 4 accounting firm and/or bank treasury/ mid-office are preferred
  • For Manager - above 5 years' relevant work experience, of which experiences in Big 4 accounting firm and/or bank treasury/ mid-office are preferred
4

Financial Services Advisory Job Description

Job Description Example
Our innovative and growing company is looking for a financial services advisory. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services advisory
  • Coordinating with administrative personnel to prepare the monthly billings for the client
  • PVS market offerings
  • Sell side advisory -Advising a client on the valuation of their loan portfolio that is due to be sold
  • Buy side advisory - Advising a client on the potential valuation range of a loan portfolio that is being considered for acquisition
  • Core loan portfolio valuation - Assessment of the discount rate applicable for a specific asset or portfolio of assets on a one-off or periodic basis
  • Experience of Valuations ideally within consulting or financial services
  • A network of contacts in the banking and/or PE fund sectors to whom PVS services could be offered
  • Established practice and market eminence in financial services
  • Demonstrated technical excellence, ability to lead and manage client projects
Qualifications for financial services advisory
  • Strong analytical and quantitative skill including financial mathematics
  • Perform complete analysis of accounting, finance, economic issues in the context of business transactions
  • Build client base and internal (cross-functional) and external relationships
  • 7+ years of previous experience in Corporate Finance
  • Licensed (state) appraiser
  • Familiarity with Argus financial models
5

Financial Services Advisory Job Description

Job Description Example
Our company is looking for a financial services advisory. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services advisory
  • Collaborate closely with all colleagues in CFOG by demonstrating team spirit, an unwavering commitment to mutual success, and a strong work ethic
  • Work as part of a team to design and develop financial analysis and select appropriate methods for collecting and analyzing data, and develop informed recommendations to enhance our diverse range of clients' analysis and decision making processes and alleviate business concerns
  • Be expected to be innovative in developing client solutions and also in driving the PLAS strategy forward
  • Assisting with litigation discovery on document requests and preparation of interrogatories
  • Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements
  • Preparation of damage calculations
  • Data mining and analysis, including database construction of financial records, accounting data, database extracts
  • Assisting with the preparation of questions for witnesses
  • Assisting with the preparation of Rule 26 expert and other reports, affidavits, and other client deliverables (rebuttal reports, demonstrative tables, exhibits and charts)
  • Compiling organized working papers
Qualifications for financial services advisory
  • Knowledge of the relevant laws and regulations is preferred and/or hands-on experience in restructuring or liquidation is preferred
  • Developing business proposals and presentations communicated to current and prospective clients
  • Finance, Accounting, Economics, and Business Administration (with a concentration in Finance) Majors
  • An interest in focusing on middle market companies
  • Ability to partner with other lines of business (assurance, tax and other consulting personnel)
  • Strong computer skills, including MS Office (Excel, Word and PowerPoint a must)

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