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Financial Analyst
Natixis Investment ManagersUnited Statesfull_timeVerifiedPosted 7 Jan 2025
About the role
What you will do:
What you will bring:
- Provide financial analysis to support management decisions related to separately managed accounts pricing, direct indexing, new product analysis, impact of intermediary payments, and analyzing business developments.
- Drive growth and profitability through robust financial analysis and strategic business modeling.
- Conduct pricing analysis on sales opportunities for direct indexing and retail separately managed accounts.
- Track pricing requests and maintain database for pricing inquiries and analysis.
- Prepare profitability analysis for new and existing products.
- Prepare financial models and create multi-year pro forma P&Ls
- Apply understanding of variable vs. fixed cost analysis and impact on contribution margin and operating margin. This also includes understanding direct vs. indirect costs.
- Prepare complex adhoc analysis that assists the business in making decisions, effectively communicating results to manager and others
- Key contributor to the team with a focus on results that are accurate and timely
What you will bring:
- A Bachelor's degree in Finance, Economics, or equivalent; required
- Minimum 2+ years in financial services
- Excellent written and verbal communications skills, including the ability to communicate effectively with finance and business partners at varying levels of the organization
- Solid financial analysis/modeling skills coupled with the ability to present/communicate data findings and work independently to perform analyses
- High degree of intellectual curiosity along with outstanding analytical and problem-solving skills with proven proficiency with MS Excel and MS PowerPoint
- Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
- Strong interpersonal skills and organizational skills
- Ability to take initiative and seek creative solutions to challenges
- Flexible and adaptable teammate who functions well in a fast-paced environment
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