Associate recruitment
Background
Xpert Financial’s goal is to revolutionize the financial markets for private companies. Through our registered broker-dealer subsidiary, Xpert Securities, we provide a fully-electronic online trading platform, called Xpert ATS, that enables private companies to raise capital, investors to access quality private company investments, and shareholders to trade private company securities, all in a highly-efficient, transparent and controlled manner.
This is a tremendous opportunity to join a small, fast-growing financial services startup, taking on a lot of responsibility and helping to shape the processes and procedures we are developing from the ground up.
Roles/responsibilities
- Analyze financial statements and financial projections for a range of private companies across all industries
- Verify the completeness and accuracy of company disclosures
- Assist in preparation of financial presentation materials
- Prepare internal reports on companies
Qualifications
- Solid background in financial analysis and accounting
- Relevant experience in financial analysis of private companies preferred
- Excellent written and oral communication skills
- Level I CFA or MBA (with finance focus) highly preferred, CFA designation desired
To apply, please send a resume to associate-jobs@xpertfinancial.com.