Financial Analyst

FG2 Capital; Milano; In loco; EUR 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

A financial services platform in Milan is seeking a motivated Financial Analyst for a full-time, on-site role. The ideal candidate will have 2-3 years of experience in corporate banking or accounting, along with advanced skills in Excel and PowerPoint. Responsibilities include managing workflow with banks, preparing financial documentation, and supporting investment activities. This position offers a competitive salary and performance-based bonuses.

Servizi

Competitive salary

Performance-based bonuses

Competenze

• 2-3 years of relevant professional experience is mandatory.
• Experience in (Corporate) Banking or Accounting firms.
• Experience in drafting/reviewing business plans.

Mansioni

• Manage daily operations and workflows with banking partners.
• Handle communications regarding debt operations and trading.
• Draft comprehensive Business Plans and review financial statements.
• Maintain and update investment databases and internal documentation.
• Prepare detailed reports and presentations for stakeholders.
• Support the investment team in scouting investment opportunities.
• Support the team in various aspects of deal execution.

Conoscenze

Advanced proficiency in Microsoft Excel

Good command of spoken and written English

Good command of spoken and written Italian

Strong problem-solving skills

Excellent written and verbal communication skills

High attention to detail

Formazione

Bachelor’s degree in Finance, Economics, Business Administration, or a related field

Strumenti

Microsoft PowerPoint

Descrizione del lavoro

Financial Analyst

About Us

FG2 Capital is a financial services platform that focuses on co-investments in disruptive, high-growth companies across Europe and the USA, and offers M&A and corporate finance services to SMEs. The firm operates and has registered offices in both Italy (Milan) and the USA (NYC). By deploying proprietary capital and leveraging our wide-reaching international network, FG2 Capital aims to position itself as the strategic partner of choice for investors and entrepreneurs.

Our main activities include :

• Investments : Direct and / or through club deals along with Family Offices (FOs) and Ultra-High-Net-Worth Individuals (UHNWIs).
• Advisory : M&A, equity and debt fundraising.

Founded in 2018, FG2 Capital has quickly built an outstanding track record by investing in world-leading, disruptive companies such as Uber, Revolut, N26, Klarna, and OpenAI. In Italy, FG2 is well known for its investments in prominent companies like Serenis Health, Bending Spoons, and Hippocrates Holding.

Role Overview

We are seeking a motivated and experienced Financial Analyst to join our team full-time. The role is on-site : the successful candidate is expected to join our team in Via dei Bossi 2A, 20121 Milan, and to be available for national and international business trips.

This position is ideal for a professional with 2-3 years of experience . The successful candidate will play a pivotal role in managing workflow with banks for every need associated with the firm’s corporate operations (e.g., debt and trading) and preparing financial documentation, specifically in drafting business plans and reviewing financial statements to support our advisory and investment activities.

Key Responsibilities

• Stakeholder & Workflow Management (Primary) : Manage daily operations and workflows with banking partners to ensure seamless transaction execution.
• Corporate Banking Liaison (Primary) : Handle communications regarding debt operations and trading activities.
• Financial Documentation (Primary) : Draft comprehensive Business Plans and review / prepare financial statements with a high degree of accuracy and confidence in analyzing financial data.
• Database Management : Maintain and update investment databases and internal documentation.
• Reporting : Prepare detailed reports and presentations for co-investors and key stakeholders, translating complex financial data into clear insights.
• Investment Support : Support the investment team in scouting potential investment opportunities and conducting preliminary analyses.
• Deal Execution : Support the team in various aspects of deal execution, including M&A transactions.

Qualifications

• Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Experience : 2-3 years of relevant professional experience is mandatory.
• Background : Experience in (Corporate) Banking , specifically with corporate clients active in debt operations and trading, or in Accounting firms .
• Technical Skills : Advanced proficiency in Microsoft Excel and PowerPoint is required, with specific previous experience in drafting / reviewing business plans and producing effective presentations.
• Language : Good command of spoken and written English and Italian.
• Strong problem-solving skills .
• Excellent written and verbal communication skills to interface effectively with external advisors.
• High level of attention to detail and accuracy.

What We Offer

• Competitive salary.
• Performance-based bonuses.