Connect Analyst

Finalis is building the largest investment banking platform in the world. 

🚀 What does Finalis do?

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good. 

🌍 How does Finalis work?

• We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .

• If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.

• Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. 

🤝 What about your team?

• The Connect team is expanding – as a Connect Analyst, you will be responsible for capitalizing on the momentum we have built within our Marketplace. This position will revolve around 6 main objectives. The achievement of each one of these objectives will not only validate the need for outsourcing the execution & distribution support within the long tail of the Investment Banking industry, but will also prove whether we can effectively deliver this service as a fintech company:
  

✨ What will you be doing?

• Help Build a New Virtual Global Investment Bank: This is a client-facing role with multiple client interactions on a daily basis to help with the deal flow needs of our existing and prospective clients. You will be a key person responsible for working with hundreds of Finalis investment bankers with their deal flow and workflow on a day-to-day basis. Developing strong professional relationships with the bankers will be critical.

• Help develop Finalis Connect. You will evaluate capital raising and M&A deals, assessing their quality and alignment with the investment bankers on the platform. This includes developing detailed banker profiles to enhance the matching process. Additionally, you will analyze the investment criteria of capital allocators to pair them with suitable deals on the platform. Success in this role relies on effectively facilitating connections for investment bankers at both the Deal Origination and Deal Closing stages while managing limited and confidential data with precision.

• Analyze Capital Markets at Finalis. You are expected to gain a deep understanding of the private capital market activities conducted by platform users. The ability to gather, update, and analyze data on both ongoing and new deals is essential for delivering data-driven insights to both internal teams and customers.

• Product Development: You’ll be a key part of the analysis and development of the Finalis Marketplace. In your role, you’ll work closely with the PO in order to develop a world-class Marketplace. It’s fundamental to have a proactive approach in order to create new processes and help us solve our current challenges.

• Sales Approach: You will have to sell Finalis to potential clients. Understanding the capital requirements of issuers and identifying the challenges bankers face in fulfilling these needs is crucial. This understanding will not only be pivotal in advocating for Finalis in every conversation but also in uncovering chances to enhance our product.****Competitive Landscaping: **You will need to fully understand the current vendors in the market for US bankers (vendors could be based worldwide), their offering & pricing model.

• Collaboration with the Insights Team (high quality output at scale): You are expected to collaborate with the Finalis’ Insights team in order to deliver value to our clients in a timely manner and in accordance with their expectations. This business line is expected to deliver software-like margins at scale (70%+). You are expected to understand the full scope of services that the Insights team could potentially offer to boutique investment banks based in the US (financial modeling, marketing materials & newsletter support, assisting with research support, etc.) and develop a brand new business within Finalis by defining a proper strategy to sell these services to both our current customers & potential external clients.

You will work directly with Finalis’ Connect team within the Delivery department and align your strategy with the overall Connect team but you are expected to engage in active relationships with other Finalis’ employees. You have to be proactive and effectively marshall internal and external resources with a minimum level of supervision and applying correct and adequate criteria to different complications that may arise.

The Connect Analyst will report to the Connect Manager 

💬 Who are we looking for 

• Exceptional written and spoken English

• Strong client relationship management

• Commercial orientation and client interview and management skills

• Must feel comfortable managing big amounts of data

• Experience in Capital Markets: Investment Banking, Private Equity or Venture Capital

• Bachelor degree in Engineering / Economics / Finance

• Excellent communication skills that help build positive relationships with internal and external stakeholders

• Must be able to work swiftly with a high sense of urgency and be comfortable with frequent shifting priorities and deadlines

• Must be a self-starter, quick learner, and highly organized with an incredible attention to detail

• You have a minimum of  4+ years of relevant work experience

• You have Google Workspace experience

• You have excellent communication skills 

• You have strong organizational skills 

• You can handle confidential information

• You have the ability to follow up; know what's going on at all times and respond quickly

• You are flexible, patient, persistent and have a team spirit attitude

Bonus Track! 

• Masters in Finance or MBA

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary 

• High-Speed Internet expenses allowance

• Generous Paid time-off (Vacation Time!)

• Additional 17 Flex Days (to use in national holidays or personal matters)

• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀

• People Team Partner (to target your roadblocks and customize an action plan for your career path)

• Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• Embodying the trust we deliver

• Engage with purpose

• Practice stewardship

• Value learning

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.