Who you are

You are confident in performing market and industry research and making recommendations to senior executives.

You will be responsible for assisting in the firm’s Business Advisory activities, due diligence, data collection and interpretation, and reporting.

You…

● Are tired of working in a large corporation where your voice is not valued

● Are a curious, analytically fluent person

● Are a self-starter with some corporate analysis background

● Are able to articulate findings from your analysis, not just do data entry

● Value being on a team and understand the need to contribute across the group

● Work with a sense of urgency, but don’t rush

● Have achieved CFA Level 1 or beyond, or have a strong desire to complete a certification of this caliber.

What you’ll do

● Evaluation of asset class and security-specific research, provide recommendations to the firm Investment Committee.

● Prepares the firm’s Focus List under the direction and parameters of the CIO

● Gathers data from both the market, firm clients, and other categories as assigned.

● Synthesize data to prepare recommendations and present conclusions.

● Develops content and meeting documents for the firm Investment Committee.

● Prepare information and deliverables for client presentations, suggestions, and education

Due diligence assistance to the firm’s Business Advisory Clients.

● Monthly data entry and KPI reporting.

● Provide firm training and education as needed on conclusions or software needs.

Why work here

Why wouldn’t you want to work here? We are building a tight-knit high-performing team and are helping entrepreneurs with critical decisions. Not only that, we take great care of our team.

● 100% paid health benefits

● 401k match

● Growth opportunities

● Awesome culture

● Team mentality

● Flexibility

Who we are

We are Pendleton Street Business Advisors. We help business owners with make-or-break financial decisions. Here is how we describe that to our clients:

In the life of a business, there are financial milestones that mean everything – major transitions and transactions that can make or break the company you’ve worked so hard to build. Navigating these moments is what we do best.

Business is a life’s work, and the owner's net worth is usually wrapped up inside it. So leaving your valuation to chance, hear-say, or buyer demands put personal wealth and livelihood at risk. Helping you take control over the value of your business is the foundation of our services.

Along the way, our analytical approach to deep finance will help you scale up your operation with periodic refinements to your capital infrastructure to support long-term growth, all while helping you avoid pitfalls and costly mistakes.

When you're ready, we devise a plan that can help you achieve your ideal exit. Whether you choose to sell, navigate a buyout, or plan for succession, our nuanced strategy will help ensure your exit is smooth, sound, and financially advantageous.

Why would you not want this career?

The Company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Work Location: In person

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