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**Job Family:** Equity Finance

**Req ID:** 476452

Equity Investment Professional

Empower the Future Through Strategic Financing

At Siemens Financial Services Equity Finance

(SFS EQ), we are committed to improving lives by financing the future of

energy, infrastructure, and healthcare. Whether in renewable energy,

transportation, or healthcare, large-scale infrastructure projects require

significant capital. SFS EQ provides a wide range of equity financing

solutions—from traditional project finance to platform and fund

structures—delivering value to both our customers and Siemens’ Operating and

Strategic Companies.

Transform the everyday with us

The world is constantly evolving, presenting

new challenges and opportunities. At Siemens, we embrace this dynamic

environment by asking bold questions and seeking impactful answers. We invest

in purposeful technologies, decarbonizing industries, expanding access to

healthcare, and building digital infrastructure. We encourage our employees to

pursue their ideas passionately, challenge the status quo, and drive

innovation. Together, we tackle meaningful projects that shape a sustainable

future.

Your Impact as a Equity Investment Professional

As part of the Investment Finance Team in the

Americas, you will join a dynamic group of investment professionals supporting

strategic decision-making and portfolio growth. You will work closely with investment

and structuring teams in agile deal structures, contributing to high-impact

equity investments. **This position is located in New York City in a hybrid work environment, requiring 2-3 days onsite.**

Key Responsibilities:

+ Lead thedevelopment of complex financial models to evaluate investmentopportunities, including DCF, market multiples and scenario analyses.

+ Independentlyassess growth-stage and mature companies, determining valuations usingmarket comps, precedent transactions, and intrinsic valuation techniques.

+ Provide strategicinput on deal structuring, capital allocation, and return optimization.

+ Oversee financialdue diligence processes for new investments and divestitures, coordinatingwith external advisors and internal stakeholders.

+ Review and refinefinancial models submitted by target companies or advisors, ensuringaccuracy and alignment with investment thesis.

+ Evaluatetransaction structures for financial, accounting, tax, and legalimplications under IFRS and US GAAP.

+ Manage financetopics for portfolio companies, including KPI tracking, equity pick-upanalysis, and liquidity forecasting.

+ Partner withportfolio company leadership to identify operational improvements, costefficiencies, and growth initiatives.

+ Monitor and reporton portfolio performance, highlighting risks and opportunities to seniorleadership.

+ Present investmentrecommendations, financial insights, and risk assessments to segmentleadership.

+ Translate complexfinancial data into actionable strategies for cross-functional teams,including legal, tax, and operations.

+ Mentor junioranalysts, providing guidance on modeling, valuation, and industryresearch.

+ Conduct in-depthmarket and competitive analysis to identify emerging trends, disruptivetechnologies, and strategic opportunities.

+ Maintain a strongunderstanding of macroeconomic factors, regulatory developments, andsector-specific dynamics impacting investments.

+ Analyze and reporton key financial metrics such as IRR, ROE, EVA, and free cash flow toassess investment performance.

+ Develop dashboardsand reporting tools to enhance transparency and decision-making across theinvestment lifecycle

What You Bring:

+ Minimumof 8 years’ experience ininvestment finance, corporate finance, or transaction advisory, preferablywithin big4 accounting firm, private equity or investment banking.

+ Bachelor’sdegree in Finance, Accounting, Economics, or a related field;advanced credentials such as CPA, CFA, or MBA stronglypreferred.

+ Deepunderstanding of US GAAP and IFRS, with a focus on equity accounting,consolidation, and transaction-related accounting treatments.

+ Expertisein valuation methodologies, including discounted cash flow (DCF), marketmultiples, and precedent transactions.

+ Proventrack record in fast-paced, deal-driven environments, with experiencemanaging multiple transactions and tight deadlines.

+ Advancedproficiency in Excel, including dynamic financial modeling, scenarioanalysis, and sensitivity testing; familiarity with tools like Power BI orTableau is a plus.

+ Strongability to interface cross-functionally with accounting, tax,legal, and reporting teams to ensure alignment on deal execution andportfolio management.

+ Excellentcommunication and presentation skills, with the ability to translatecomplex financial data into strategic insights for seniorstakeholders.

+ Willingnessto travel up to 10%, primarily for due diligence, portfolio companyvisits, and transaction support.

What We Offer:

+ FlexibleWork Model: Enjoy a hybrid setup with 2–3 days of mobile working perweek, promoting work-life balance while maintaining high performance.

+ ProfessionalDevelopment: Access to continuous learning opportunities, leadershiptraining, and support for certifications such as CFA, CPA.

+ PaidTime Off & Flexibility: Benefit from 15 days of paid leave, withadditional flexible working arrangements to accommodate personaland family needs.

+ EquityParticipation: Participate in Siemens AG’s share matching program,offering the opportunity to become a shareholder and align with long-termcompany success.

+ ComprehensiveBenefits: Receive medical, dental, and vision coverage, along witha competitive 401(k) match to support your financial well-being.

+ GlobalExposure: Collaborate with international teams and engage in cross-bordertransactions, with up to 10% travel for due diligence andportfolio management.

About Siemens Financial Services

Siemens Financial Services Inc. delivers

tailored B2B financial solutions by combining financial expertise, risk

competence, and deep industry knowledge. Headquartered in Munich, Germany, SFS

employs nearly 2,500 professionals worldwide. Learn more at www.siemens.com/finance .

About Siemens:

We are a global technology company focused on

industry, infrastructure, transport, and healthcare. From more

resource-efficient factories, resilient supply chains, and smarter buildings

and grids, to sustainable transportation as well as advanced healthcare, we

create technology with purpose adding real value for customers. Learn more

about Siemens here (https://www.siemens.com/global/en/company.html) .

Our Commitment to Equity and Inclusion in ourDiverse Global Workforce:

We

value your unique identity and perspective. We are fully committed to providing

equitable opportunities and building a workplace that reflects the diversity of

society, while ensuring that we attract the best talent based on

qualifications, skills, and experiences. We welcome you to bring your authentic

self and transform the everyday with us.

Empower the Future Through Strategic Financing

At Siemens Financial Services Equity Finance

(SFS EQ), we are committed to improving lives by financing the future of

energy, infrastructure, and healthcare. Whether in renewable energy,

transportation, or healthcare, large-scale infrastructure projects require

significant capital. SFS EQ provides a wide range of equity financing

solutions—from traditional project finance to platform and fund

structures—delivering value to both our customers and Siemens’ Operating and

Strategic Companies.

Transform the everyday with us

The world is constantly evolving, presenting

new challenges and opportunities. At Siemens, we embrace this dynamic

environment by asking bold questions and seeking impactful answers. We invest

in purposeful technologies, decarbonizing industries, expanding access to

healthcare, and building digital infrastructure. We encourage our employees to

pursue their ideas passionately, challenge the status quo, and drive

innovation. Together, we tackle meaningful projects that shape a sustainable

future.

Your Impact as a Equity Investment Professional

As part of the Investment Finance Team in the

Americas, you will join a dynamic group of investment professionals supporting

strategic decision-making and portfolio growth. You will work closely with investment

and structuring teams in agile deal structures, contributing to high-impact

equity investments.

Key Responsibilities:

+ Lead thedevelopment of complex financial models to evaluate investmentopportunities, including DCF, market multiples and scenario analyses.

+ Independentlyassess growth-stage and mature companies, determining valuations usingmarket comps, precedent transactions, and intrinsic valuation techniques.

+ Provide strategicinput on deal structuring, capital allocation, and return optimization.

+ Oversee financialdue diligence processes for new investments and divestitures, coordinatingwith external advisors and internal stakeholders.

+ Review and refinefinancial models submitted by target companies or advisors, ensuringaccuracy and alignment with investment thesis.

+ Evaluatetransaction structures for financial, accounting, tax, and legalimplications under IFRS and US GAAP.

+ Manage financetopics for portfolio companies, including KPI tracking, equity pick-upanalysis, and liquidity forecasting.

+ Partner withportfolio company leadership to identify operational improvements, costefficiencies, and growth initiatives.

+ Monitor and reporton portfolio performance, highlighting risks and opportunities to seniorleadership.

+ Present investmentrecommendations, financial insights, and risk assessments to segmentleadership.

+ Translate complexfinancial data into actionable strategies for cross-functional teams,including legal, tax, and operations.

+ Mentor junioranalysts, providing guidance on modeling, valuation, and industryresearch.

+ Conduct in-depthmarket and competitive analysis to identify emerging trends, disruptivetechnologies, and strategic opportunities.

+ Maintain a strongunderstanding of macroeconomic factors, regulatory developments, andsector-specific dynamics impacting investments.

+ Analyze and reporton key financial metrics such as IRR, ROE, EVA, and free cash flow toassess investment performance.

+ Develop dashboardsand reporting tools to enhance transparency and decision-making across theinvestment lifecycle

What You Bring:

+ Minimumof 8 years’ experience ininvestment finance, corporate finance, or transaction advisory, preferablywithin big4 accounting firm, private equity or investment banking.

+ Bachelor’sdegree in Finance, Accounting, Economics, or a related field;advanced credentials such as CPA, CFA, or MBA stronglypreferred.

+ Deepunderstanding of US GAAP and IFRS, with a focus on equity accounting,consolidation, and transaction-related accounting treatments.

+ Expertisein valuation methodologies, including discounted cash flow (DCF), marketmultiples, and precedent transactions.

+ Proventrack record in fast-paced, deal-driven environments, with experiencemanaging multiple transactions and tight deadlines.

+ Advancedproficiency in Excel, including dynamic financial modeling, scenarioanalysis, and sensitivity testing; familiarity with tools like Power BI orTableau is a plus.

+ Strongability to interface cross-functionally with accounting, tax,legal, and reporting teams to ensure alignment on deal execution andportfolio management.

+ Excellentcommunication and presentation skills, with the ability to translatecomplex financial data into strategic insights for seniorstakeholders.

+ Willingnessto travel up to 10%, primarily for due diligence, portfolio companyvisits, and transaction support.

What We Offer:

+ FlexibleWork Model: Enjoy a hybrid setup with 2–3 days of mobile working perweek, promoting work-life balance while maintaining high performance.

+ ProfessionalDevelopment: Access to continuous learning opportunities, leadershiptraining, and support for certifications such as CFA, CPA.

+ PaidTime Off & Flexibility: Benefit from 15 days of paid leave, withadditional flexible working arrangements to accommodate personaland family needs.

+ EquityParticipation: Participate in Siemens AG’s share matching program,offering the opportunity to become a shareholder and align with long-termcompany success.

+ ComprehensiveBenefits: Receive medical, dental, and vision coverage, along witha competitive 401(k) match to support your financial well-being.

+ GlobalExposure: Collaborate with international teams and engage in cross-bordertransactions, with up to 10% travel for due diligence andportfolio management.

About Siemens Financial Services

Siemens Financial Services Inc. delivers

tailored B2B financial solutions by combining financial expertise, risk

competence, and deep industry knowledge. Headquartered in Munich, Germany, SFS

employs nearly 2,500 professionals worldwide. Learn more at www.siemens.com/finance .

About Siemens:

We are a global technology company focused on

industry, infrastructure, transport, and healthcare. From more

resource-efficient factories, resilient supply chains, and smarter buildings

and grids, to sustainable transportation as well as advanced healthcare, we

create technology with purpose adding real value for customers. Learn more

about Siemens here (https://www.siemens.com/global/en/company.html) .

Our Commitment to Equity and Inclusion in ourDiverse Global Workforce:

We

value your unique identity and perspective. We are fully committed to providing

equitable opportunities and building a workplace that reflects the diversity of

society, while ensuring that we attract the best talent based on

qualifications, skills, and experiences. We welcome you to bring your authentic

self and transform the everyday with us.

\#LI-WK1

$107,570 $184,440 50%

**Organization:** Siemens Financial Services

**Job Type:** Full-time

**Category:** Finance