Associate, Data and Research
Core
Support a federal agency engagement by preparing analyses, developing financial models, and creating reports for portfolio optimization and valuation policy assessment.
Role type
Associate financial advisor and transaction specialist
Builds
Financial models, analytical reports, and presentations for loan program book optimization
Domain
Federal energy sector (hydroelectric power) and financial services
Required skills
Financial modeling, data analysis, portfolio optimization, valuation policy assessment, business acumen, project management
Preferred skills
Advanced Excel, Access, Visio, Adobe Acrobat, data analytic tools
Technologies
Microsoft Office (Excel, Access, Outlook, PowerPoint, Word), Visio, Adobe Acrobat
Responsibilities
Prepare analyses and financial models, review business and regulatory changes, assess valuation policies, develop reports and presentations
Seniority
Mid-level (3+ years experience)