Ruby Consulting - Financial Analyst

Analyst Level 3

Position Overview:

- We are seeking a Finance Analyst Level 3 to join our team. This role is ideal for professionals with 12 years of experience in financial analysis, valuation, and investment research.

- As a third-year analyst, you will take greater ownership of financial projects, manage complex deliverables, and engage directly with clients and senior stakeholders.

- You will also play a key role in mentoring junior analysts, enhancing internal processes, and driving analytical excellence within the team.

Key Responsibilities:

- Lead financial modelling, valuation analysis, and investment research with a focus on accuracy and actionable insights

- Perform and oversee DCF, comparable company, precedent transactions, and SOTP-based valuations

- Prepare and refine high-impact pitch decks, investor presentations, information memorandums, and due diligence reports

- Contribute actively to M&A, fundraising, and capital markets transactions, supporting deal structuring and execution

- Conduct in-depth industry and market research, identifying trends, risks, and investment opportunities

- Collaborate directly with clients, investment bankers, and senior stakeholders, presenting financial insights and strategic recommendations

- Mentor and guide junior analysts, ensuring quality in research, modeling, and report writing

- Take ownership of workflow management, ensuring timely and efficient delivery of client projects and financial outputs

- Partner with cross-functional teams to optimize research methodologies and analytical frameworks

- Support the development of best practices and elevate internal financial reporting standards

Qualifications:

- MBA in Finance or CFA Level 2/3, with 12 years of relevant experience in financial analysis, valuation, and transaction support

- Strong command of financial modelling, valuation techniques, and investment research

- Proficiency in MS Excel, PowerPoint, and Word; familiarity with platforms like CapIQ, FactSet, and Mergermarket is a plus

- Excellent analytical and problem-solving skills, with a keen eye for detail in reporting and forecasting

- Strong communication and presentation abilities, with comfort in engaging senior stakeholders and external clients

- Proven ability to manage multiple deliverables, take initiative, and lead key financial outputs

- Demonstrated leadership and mentorship mindset, supporting the development of junior team members

- Ability to thrive in a fast-paced, high-performance environment, handling complex financial tasks with precision