The Associate will be a key member of Focus’s finance team, with immediate responsibilities for financial analysis, supporting the company’s future capital raises, and ongoing performance reporting to senior management and the Board of Directors. The Associate will support the VP – Finance in running the company’s financial model and will interact regularly with the PE owners, and the broader finance and M&A teams to capture up-to-date changes in business performance and capital allocation decisions. The company regularly raises capital from the debt capital markets and the Associate will support these efforts, working with the sponsors, syndicate banks, and ratings agencies. The ideal candidate is highly analytical, intellectually curious with a background in finance / investment banking. The Associate will work in a fast-paced environment and be given immediate responsibilities.

This role is based in New Hyde Park, NY with flexibility to work in our Manhattan office.

Primary Responsibilities

· Operate and maintain Focus’ consolidated financial model

· Take ownership for short-term and long-term business forecasting

· Collaborate with sponsors and syndicate banks to support capital structure decision-making

· Prepare marketing materials for lenders for future capital raises

· Lead preparation of regular monthly / quarterly reporting to sponsors, senior management and the Board

· Support M&A team as needed on capital deployment process / decision-making

Qualifications

· Bachelor’s degree from a top university or college

· 1-2 year(s) full-time work experience in investment banking or similar field

· Fluency in financial statement analysis and strong analytical skills is a must

· Excellent communication and organizational skills

· Experience in debt capital transactions is a plus

The annualized base pay range for this role is expected to be $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package. 

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As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

Focus’s robust business model has resulted in phenomenal growth in the last 15 years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.