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PwC · 1 day ago

Financial Markets & Real Estate - Transactions, CLO Manager

New York, NY

Full-time

Hybrid

Mid, Senior Level

$99K/yr - $252K/yr

5+ years exp

PwC is a leading professional services firm, and they are seeking a Manager in their Financial Markets Business Advisory services. The role involves assisting clients with complex financial structures, leading teams, managing client accounts, and mentoring junior staff to ensure project success and uphold rigorous standards.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Assist clients with understanding complex financial structures

Verify disclosures align with underwriter's intent

Lead and manage client accounts focusing on financial transactions

Mentor and develop junior staff members

Secure project success and maintain rigorous standards

Implement strategic planning for client engagements

Inspire and motivate team members to deliver quality

Cultivate meaningful client relationships

Qualification

CPA LicenseCFA Level 3Financial ModelingValuation AnalysisClient Relationship ManagementAdvanced Excel ModelingLeadershipTeam ManagementEffective Communication

Required

Bachelor's Degree

5 years of experience

One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Licensed Appraiser, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or obtain certification of CRE, CRI and/or CCIM, CHA, or PMP