Associate, Financial Situations

Client Contribution & Handling

Providing insight, guidance and advice on strategic financial situations to clients across industries
Advising clients to effectively communicate to investors at critical moments, as well as earnings, conferences, investor days, and financial transactions
Developing and executing plans to advocate the client’s point of view to the media, investors, employees, regulators and other critical stakeholders

Team Management

Managing and mentoring team members;
Working with Partners and Directors on the day-to-day management of staff and client deliverables;
Managing the development of key client documents by playing a vital role in drafting, editing and routing documents through the internal and external review processes;
Overseeing research assignments on fast-moving situations with tight deadlines; distilling a large amount of information into the most impactful and helpful points;
Planning and executing client announcements and events, managing:
Strategic communications plan development
Preparation of documents including talking points, Q&As, day-of rollouts, media backgrounders, etc.
Interactions with journalists

Networking

Actively cultivating relationships with clients and potential clients;
Developing relationships with the analyst and investor community;
Fostering a network of journalist contacts and relationships;
Maintaining relationships with financial and legal advisors

What We're Looking For

• 7-10+ years of relevant work experience in a financial advisory role with strong knowledge of the capital markets and a range of financial situations involving U.S. companies
• Energetic team player with strong self-motivation
• Ability to operate with discretion and maintain confidentiality at all times
• Deep understanding of business, finance and markets
• Capability to understand multiple stakeholder positions (investors, analysts, and media) – and incorporate that understanding into strategy and messaging for the client
• Ability to rapidly learn new sectors and companies, and operate with imperfect information
• Ability to operate effectively in an entrepreneurial, fast-paced environment
• Ability to multitask, prioritize and think strategically and creatively
• Exceptional written and verbal communication ability, including on complex issues
• Experience managing teams and passionate about mentoring junior staff

Why Join Us

The successful applicant will be eligible for the following compensation and benefits package:

• Base Pay: The annual base compensation range for this role is $130,000 - $170,000. The base pay offered will be determined by factors including experience, skills, training, office location, certifications, and education.
• Bonus Eligibility: Annual discretionary bonus contingent upon individual and firm-wide performance.
• Benefits: Medical, Dental, and Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Commuter Benefits. Generous Paid Time Off: 25 vacation days and 10 days sick leave, as well as 11 paid company holidays. Firm-sponsored 401(k) Plan with 3% automatic company contribution of base and bonus with an additional 1.5% profit share– immediate vesting.
• Office Policy: At Brunswick, our work is a craft that thrives in teaching environments – whether in our offices or on-site with clients – through real-time observation, collaboration, human connection, clear guidance and by challenging one another to keep getting better. Our policy is that our team members are in person – either in the office or on-site with clients – at least four days each week.