Corporate Financial Analyst

Eagle Crest Insurance Group; Seattle (WA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Signing bonus

Job summary

Eagle Crest Insurance Group is seeking a Corporate Finance Analyst in Seattle to execute corporate finance transactions, valuations, and structure optimization for UHNW clients. The role involves leading presentations, coordinating due diligence, and delivering research on industries, geographies, and competitive landscapes.

Immediate start preferred. The position emphasizes independence, precision, and collaboration with senior team members, with a substantial overtime commitment and in-person

Qualifications

• Bachelor's degree in accounting, finance, mathematics, statistics, or related disciplines.
• Internship or extracurricular experience in finance is an asset but not required.
• Ability to concisely communicate complex concepts in writing and speaking.
• Ability to work independently with minimal supervision.

Responsibilities

• Develop complex financial models for corporate finance transactions across industries.
• Manage due diligence and information collection with clients.
• Perform first-principle asset valuations using multiple methodologies.
• Collaborate with third-party providers to deliver comprehensive client solutions.

Skills

Communication

Independent work

Attention to detail

Rapid learning

Education

Bachelor's degree in accounting/finance

Tools

Excel

PowerPoint

Valuation software

Job description

Eagle Crest was established with the primary objective of offering specialized life insurance solutions, ensuring that clients take full advantage of unique opportunities and achieve and exceed their financial goals.

With roots in Canada and deep experience across both sides of the border, we specialize in life insurance solutions that work for clients whose lives, businesses, and families don't fit neatly into one country — or one strategy.

We're a broker, which means we work for you, not an insurance company. Our job is to find the right structure, the right carrier, and the right fit for your situation.

Summary

We are looking for a Corporate Finance Analyst to join the team. In this role, you will participate in the execution of corporate finance transactions, complex business valuations, corporate structure optimization, and sophisticated, high-scale insurance underwriting. These services will be provided in support of both ultra-high-net-worth clients and the firm itself, and under the supervision of an experienced execution team spanning the junior and senior levels, with long-time experience in investment banking, venture capital, private equity, and other corporate finance disciplines.

This position will be a dynamic and rewarding opportunity for an intrinsically motivated individual seeking to satisfy client objectives while striving to create value.

Your role will include:

• Developing complex financial models for corporate finance transactions in diversified industries, and for operating businesses
• Managing due diligence and information collection processes with clients
• Completing first principle asset valuations using a variety of methodologies
• Collaborating with third-party service providers to deliver all-encompassing client solutions in a timely and high-quality manner
• Preparing client presentations and proposals, and actively leading and participating in discussions with third parties
• Delivering thorough research on companies owned by external clients, and on their operating industries, geographies, and competitive landscape
• Drafting detailed information memorandums and situation overviews for the benefit of third parties

Required Skills or Experience

• A bachelors degree in accounting, finance, mathematics, statistics, or other business or STEM-related disciplines
• Internship or extracurricular experience in finance, accounting, and/or capital markets is an asset, but not a requirement
• Ability to concisely communicate complex concepts and ideas verbally and in writing
• Ability to take initiative and work independently with minimal supervision
• Desire to assume responsibility and seek solutions to complex problems
• Commitment to producing accurate and thorough work product under tight deadlines
• Ability to learn quickly and be adaptive in a fast-paced work environment

Salary and Benefits

• One-time signing bonus of $10,000
• Discretionary bonus based on company and personal performance

Position Type

• Nature: Permanent, Full-time, and in person.
• Time Commitment: High-commitment position with the requirement for extensive overtime as needed
• Work Location: Seattle, WA
• Start Date: Immediate

Please note: Candidates must be currently authorized to work in the US.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.