Finance Analyst/Associate – Strata - Campolo, Middleton & McCormick, LLP : Job Details

Campolo, Middleton & McCormick, LLP seeks a Finance Analyst/Associate for Strata Alliance, a multi-family office. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals. This role is well-suited for an entrepreneurial, client service focused individual with deep technical skills in finance and strategy. This individual thrives in team-based, collaborate environments, loves to problem solve, and is a self-starter. It is an excellent opportunity with room for growth within a rapidly expanding organization.

Responsibilities: This Role Encompasses Three Different Work Streams and Responsibility Sets

Family Office Alternative Investments

• Collaborate with Director of Finance on analyzing, executing strategic/financial due diligence, and working through investment opportunities. Opportunities include proprietary direct investments and private equity fund investments.
• Provide detailed market research and analytics to support the direct investment function
• Manage day-to-day execution of the capital raise process within the Strata Alliance family network
• Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners

Financial Office Business Advisory

• Provide family office clients with ad-hoc business advisory services to include financial analysis, financial modelling, and business valuation
• Aid in business advisory services surrounding major liquidity events and/or inorganic growth opportunities to include: Financial modelling, review and analysis; Due diligence support / process management – interacting with clients to procure accurate/timely provision of due diligence; Market valuation analysis

Family Office Personal Financial Services

• Aid in ad-hoc financial analyses of HNW client's personal assets
• Provide personal financial modelling to aid in wealth planning initiatives

Qualifications

• Bachelor's degree required
• 1-4 years of mergers and acquisitions experience preferred, preferably gained through an investment banking, family office, private equity, or corporate development role
• Excel fluency / expertise
• Comfort / proficiency with financial analysis, financial statements, and company valuation