Equity Finance Job Description
Equity finance
provides clients with equity financing solutions (including bonds, hybrid capital, structured products, derivatives, and liability management, etc.), in close collaboration with Investment Banking Department in pitching for financing transactions and developing businesses.
Equity Finance Duties & Responsibilities
To write an effective equity finance job description, begin by listing detailed duties, responsibilities and expectations. We have included equity finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Subject Matter Expert and in-depth expertise end-to-end of the Mortgage Specialist sales role, systems and processes supporting the salesforce, learning programs and content
Champion and lead assigned projects from requirements gathering through to implementation
Responsible for leveraging analytics, models, client and sales force feedback to optimize lead management strategies
P&L substantiation including escalation of material unexplained variances
Provide commentary for significant P&L drivers market changes, client activity, book remarks, reserves
Supervise a team responsible for the accounting and financial reporting oversight for over 250 funds
Summarizing findings
Daily control and management of inventory balances including active positions and associated equity exposures, cash funding and subsequent commercial impact
Inventory optimisation, planning/forecasting and analysis of associated operational risk
Building and developing business tools targeting efficiency and risk reduction
Equity Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equity Finance
List any licenses or certifications required by the position: LPA, GLAO, CFA, CPA, MBA
Education for Equity Finance
Typically a job would require a certain level of education.
Employers hiring for the equity finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Business, Engineering, Computer Science, Education, Business/Administration, MBA, Math
Skills for Equity Finance
Desired skills for equity finance include:
Capital IQ and Bloomberg are
Financial Engineering
Delta 1
Equity derivatives
Inventory management
Microsoft Excel
Secured Financing and Prime
Derivatives products
Financial markets
Fund accounting principles and how they apply and are used by hedge funds and administrators from a reporting perspective
Desired experience for equity finance includes:
Strong SQL (Nomuras Eq
Minimum of 7 -10 years of work experience in capital markets and accounting
Investran a plus
Experience/skills with Excel and complex spreadsheets (vlookup, sumif, Pivot tables)
Strong spoken and written skills required in English
CPA / CFA / MBA preferred
Equity Finance Examples
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Equity Finance Job Description
Job Description Example
Our company is growing rapidly and is looking for an equity finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity finance
- Intraday inventory liquidity forecasting and balance monitoring
- Protecting the business from Operational Risk (including compliance with limits, accurate distribution of funding projections and management of settlement and trade life cycle events) by actively identifying exposures and seeking to mitigate them
- Identify, discuss and execute profitable trading opportunities across Equity Finance, in collaboration with trading team members
- Willingness to communicate and propose solutions and execution options
- Strengthen business resilience through cross-regional collaboration, consistent and robust processes and components
- Identify and understand shifts in regulations and propose positioning for subsequent changes in the market landscape
- Waterfall circulations
- Partner allocations
- Some financial reporting
- Handle Accounting duties including Funds' SPV investment vehicles and Singapore accounts
Qualifications for equity finance
- Operate in a Business partnering capacity to be a central point of contact for the front office and other support functions including
- Develop an effective team which consistently delivers against both the Investment Finance (IF) objectives the wider AMPCI corporate objectives
- Strong organizational skills and, good Excel skills required
- Two to three years’ work experience in financial services
- Self-starter who can work independently and meet deadlines with minimal oversight
- A solid understanding of financial instruments
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Equity Finance Job Description
Job Description Example
Our company is looking for an equity finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equity finance
- Monitor cash flows, NAV and IRRs for each investments
- Work with investment team for valuation reports
- Assist in preparing consolidated group management financial reports
- Optimize collateral and inventory under various constraints
- Manage internal audit staff responsible for auditing mortgage, home equity and auto finance operations other diverse lines of business and specialty areas
- Manage the execution of integrated audits, including, but not limited to identifying and evaluating risks, controls and issues
- Assist the executive team in the planning, organizing, directing and monitoring of internal audit operations and have staff management responsibilities including hiring, training, and evaluating staff, and taking corrective action
- May directly manage a team of up to 8 people, and an integrated team of 15+
- Capacity management and planning for the professional services resources
- Project/Client milestone tracking for revenue realization
Qualifications for equity finance
- Financial services experience or investment markets experience from HNW management within Chartered
- 2+ years of related accounting experience within a Hedge Fund or Private Equity
- Must be a sophomore or junior in college by Spring 2016, enrolled in a business-related major
- GPA should be 3.3 (out of 4.0) or greater
- Must be able to work full-time during the December/January semester break summer break
- Must be able to work during the school year, committing to 15-20 hrs per week
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Equity Finance Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of equity finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity finance
- Ad hoc support for PS leaders and project managers
- Proactively responds to client and employee concerns and Identifies any gaps negatively impacting client satisfaction and recommends changes for improvement
- Working on a range of buy-side and sell-side transactions
- Assisting with day to day management of transactions which includes preparation of information memoranda, management presentations, valuation analysis and taking responsibility for preparation of information and client communications
- Valuation work and Financial modelling, including DCF and LBO analysis
- 50% of the time - Provide US GAAP accounting entries for tax restructurings, repatriations, liquidations and any other type of transaction which may impact investments and equity
- 11% of the time - Ensure that investment/equity elimination entry is properly prepared and supported each month
- 6% of the time - Manage the dividend process each month
- 8% of the time - Preparation and/or review of statement of equity
- 5% of the time - Prepare and maintain chart of account descriptions for HFM
Qualifications for equity finance
- Bachelor’s Degree in finance, accounting or a quantitative discipline, and 2 to 3 years of experience in the finance field
- Acute attention to details
- Proficiency in Excel is required, Proficiency in PowerPoint is preferred
- Support the deal/transaction process, including due diligence, valuation, DCF modeling and scenario analytics, develop business case
- Minimum 4-6 years of markets experience, preferably in US and International Securities Lending
- Qualified accountant with 3 to 6 years audit or fund accounting experience in private equity fund exposure
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Equity Finance Job Description
Job Description Example
Our company is growing rapidly and is looking for an equity finance. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for equity finance
- Manage the financial planning and forecasting process for applicable functional areas and assist in total company planning
- Contribute to the cash flow projection process and reporting mechanism
- Oversee working capital expenses and develop systems and processes to maximize performance
- Assist in preparation of pro-formas and business case analyses for new commercial opportunities, manufacturing footprint, and business expansion
- Analyze and present monthly financial performance compared to plan, forecast and the prior year
- Coordinate and prepare total company income statement, balance sheet, and cash flow
- Manage coworker count plans and forecasts, including debt and covenant analyses and cost allocations by segment
- Build financial models to support management decision making across functional area
- Provide ad hoc analysis and modeling as requested
- Will be responsible for researching elements of Private Equity and Structured finance transactions as directed
Qualifications for equity finance
- Experience in fund investment structure or private equity
- Strong accounting background with managerial experience in leading the financial reporting and accounting of an organization
- Solid hands-on experience in leading the implementation of financial systems
- Experience working on process improvement / change management initiatives and having lead the initiatives successfully
- Strong interpersonal skills and ability to work with multi-cultural teams and achieve results
- Energetic and solution oriented
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Equity Finance Job Description
Job Description Example
Our growing company is looking to fill the role of equity finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity finance
- Proven ability to build, maintain and enhance relationships at all levels including interacting effectively with other key areas within the bank IT, MO, FO, Ops Control
- Responsible for designing and preparing specialized monthly and quarterly analysis and reports of key performance indicators including internal rate of return, multiple of capital and other investment performance metrics
- Responsible for technical research and ensures data accuracy for both fund investments and direct investments
- Becomes a subject matter expert on investment system capabilities and best practices
- Liaison with investment accounting, investment operations and internal audit to ensure proper controls are followed
- Streamline or automate financial and accounting processes as needed
- Prepares annual budget and reports monthly variance analysis
- Develops and maintains financial models for investment valuation and for underwriting
- Works collaboratively with IT department and supports investment teams, accounting and operations personnel to ensure excellent customer service for borrowers and private equity sponsors
- Responsible for ensuring a smooth funding process and ongoing data implementation
Qualifications for equity finance
- 8-10 years solid accounting experience from the financial services industry
- Work requires adaptability and working on tight schedules
- Qualified CPA and/or Master Degree in finance
- 8-10 years of experience from a mid- to large-sized accounting set-up in an MNC environment
- Degree holder in Accountancy or Business or Finance is preferred
- Minimum 3 years experience in Banking Finance or Product Control function