- – Conducts due diligence and prepares investment reports for private equity projects.
- – Builds and analyzes financial models to assess fund performance and valuations.
- – Collaborates with team members to support investment strategies and research efforts.
- – Provide exceptional customer service and support to members at the counter.
- – Process financial transactions accurately, including cash balancing and data entry.
- – Present and cross-sell credit union products to meet members' financial needs.
- – Partner with teams to translate business questions into financial insights.
- – Build and maintain financial models for revenue, retention, and performance analysis.
- – Lead monthly forecasting processes and prepare investor-ready financial reports.