Strategic Modeling Associate

Aspen Capital – New York, NY

Reporting into the senior partner and CEO, the Strategic Modeling Associate partners closely with senior management to create and manage a variety of corporate business models used in strategic planning, capital markets transactions and corporate acquisition planning. This position will be closely involved in the analysis and development of corporate valuations and corporate modeling in the support of business acquisitions and capitalization activities.


  • Prepares detailed financial modeling
  • Performs quantitative and qualitative analysis
  • Develops and maintains business and industry due diligence
  • Partners with senior management on various projects in support of strategic initiatives

Qualifications and Skills

  • Bachelors degree
  • 2-3 years of experience as an analyst with an investment bank or private equity firm
  • Outstanding financial modeling and analytical skills and experience.
  • Demonstrated competency in financial statement analysis, business valuation, accounting and finance.
  • Direct experience developing and building corporate models including income statements, balance sheets and cash flow statements
  • Strong working knowledge of Microsoft Office application including Excel (Pivot Table/VLOOKUP), Word, PowerPoint and Outlook
  • Proficient in Python SQL, and VBA
  • Proven ability to manage tasks with competing priorities and deadlines.
  • Ability to work extended hours and travel up to 20% to support business needs.

Personal Attributes

  • Outstanding initiative and strong work ethic
  • Responsible with a strong sense of dedication
  • Ability to quickly build effective working relationships across the organization
  • Excellent interpersonal, verbal and written communication skills
  • Works well under pressure and tight deadlines with time constraints
  • Outstanding organization skills with high attention-to-detail
  • Possesses strong integrity and professionalism

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