Siemens Mobility
Overview
Equity Investment Professional Empower the Future Through Strategic Financing. At Siemens Financial Services Equity Finance (SFS EQ), we finance the future of energy, infrastructure, and healthcare, delivering value to customers and Siemens’ Operating and Strategic Companies through a broad range of equity financing solutions—from traditional project finance to platform and fund structures. Your Impact as an Equity Investment Professional As part of the Investment Finance Team in the Americas, you will join a dynamic group supporting strategic decision-making and portfolio growth. You will work with investment and structuring teams on 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 the development of complex financial models to evaluate investment opportunities, including DCF, market multiples and scenario analyses. Independently assess growth-stage and mature companies, determining valuations using market comps, precedent transactions, and intrinsic valuation techniques. Provide strategic input on deal structuring, capital allocation, and return optimization. Oversee financial due diligence processes for new investments and divestitures, coordinating with external advisors and internal stakeholders. Review and refine financial models submitted by target companies or advisors, ensuring accuracy and alignment with investment thesis. Evaluate transaction structures for financial, accounting, tax, and legal implications under IFRS and US GAAP. Manage finance topics for portfolio companies, including KPI tracking, equity pick-up analysis, and liquidity forecasting. Partner with portfolio company leadership to identify operational improvements, cost efficiencies, and growth initiatives. Monitor and report on portfolio performance, highlighting risks and opportunities to senior leadership. Present investment recommendations, financial insights, and risk assessments to segment leadership. Translate complex financial data into actionable strategies for cross-functional teams, including legal, tax, and operations. Mentor junior analysts, providing guidance on modeling, valuation, and industry research. Conduct in-depth market and competitive analysis to identify emerging trends, disruptive technologies, and strategic opportunities. Maintain a strong understanding of macroeconomic factors, regulatory developments, and sector-specific dynamics impacting investments. Analyze and report on key financial metrics such as IRR, ROE, EVA, and free cash flow to assess investment performance. Develop dashboards and reporting tools to enhance transparency and decision-making across the investment lifecycle. What You Bring
Minimum of 8 years’ experience in investment finance, corporate finance, or transaction advisory, preferably within large firms such as accounting, private equity, or investment banking. Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced credentials such as CPA, CFA, or MBA strongly preferred. Deep understanding of US GAAP and IFRS, with a focus on equity accounting, consolidation, and transaction-related accounting treatments. Expertise in valuation methodologies, including DCF, market multiples, and precedent transactions. Proven track record in fast-paced, deal-driven environments with multiple transactions and tight deadlines. Advanced proficiency in Excel, including dynamic financial modeling, scenario analysis, and sensitivity testing; familiarity with Power BI or Tableau is a plus. Strong ability to interface cross-functionally with accounting, tax, legal, and reporting teams to ensure alignment on deal execution and portfolio management. Excellent communication and presentation skills, with the ability to translate complex financial data into strategic insights for senior stakeholders. Willingness to travel up to 10%, primarily for due diligence, portfolio company visits, and transaction support. What We Offer
Flexible Work Model: Hybrid setup with 2–3 days of on-site work per week. Professional Development: Continuous learning opportunities and support for certifications such as CFA, CPA. Paid Time Off & Flexibility: 15 days of paid leave with flexible working arrangements. Equity Participation: Share in Siemens AG’s stock-related programs. Comprehensive Benefits: Medical, dental, and vision coverage, with competitive 401(k) match. Global Exposure: Collaboration with international teams and cross-border transactions, with up to 10% travel. About Siemens Financial Services
Siemens Financial Services Inc. delivers tailored B2B financial solutions by combining financial expertise, risk competence, and deep industry knowledge. Learn more at www.siemens.com/finance. About Siemens
We are a global technology company focused on industry, infrastructure, transport, and healthcare. We create technology with purpose adding real value for customers. Learn more about Siemens here. Our Commitment to Equity and Inclusion
We are committed to providing equitable opportunities and building a diverse workforce. Bring your authentic self and transform the everyday with us. Equal Employment Opportunity Statement Siemens is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, ancestry, sex, age, disability, marital status, pregnancy, genetic information, sexual orientation, gender identity or expression, or military status. EEO is the Law Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by law. Reasonable Accommodations If you require a reasonable accommodation, please fill out the accommodations form or contact AskHR for support at 1-866-743-6367. Pay Transparency Siemens follows Pay Transparency laws. California Privacy Notice California residents have rights regarding personal information. Learn more here. Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable laws.
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Equity Investment Professional Empower the Future Through Strategic Financing. At Siemens Financial Services Equity Finance (SFS EQ), we finance the future of energy, infrastructure, and healthcare, delivering value to customers and Siemens’ Operating and Strategic Companies through a broad range of equity financing solutions—from traditional project finance to platform and fund structures. Your Impact as an Equity Investment Professional As part of the Investment Finance Team in the Americas, you will join a dynamic group supporting strategic decision-making and portfolio growth. You will work with investment and structuring teams on 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 the development of complex financial models to evaluate investment opportunities, including DCF, market multiples and scenario analyses. Independently assess growth-stage and mature companies, determining valuations using market comps, precedent transactions, and intrinsic valuation techniques. Provide strategic input on deal structuring, capital allocation, and return optimization. Oversee financial due diligence processes for new investments and divestitures, coordinating with external advisors and internal stakeholders. Review and refine financial models submitted by target companies or advisors, ensuring accuracy and alignment with investment thesis. Evaluate transaction structures for financial, accounting, tax, and legal implications under IFRS and US GAAP. Manage finance topics for portfolio companies, including KPI tracking, equity pick-up analysis, and liquidity forecasting. Partner with portfolio company leadership to identify operational improvements, cost efficiencies, and growth initiatives. Monitor and report on portfolio performance, highlighting risks and opportunities to senior leadership. Present investment recommendations, financial insights, and risk assessments to segment leadership. Translate complex financial data into actionable strategies for cross-functional teams, including legal, tax, and operations. Mentor junior analysts, providing guidance on modeling, valuation, and industry research. Conduct in-depth market and competitive analysis to identify emerging trends, disruptive technologies, and strategic opportunities. Maintain a strong understanding of macroeconomic factors, regulatory developments, and sector-specific dynamics impacting investments. Analyze and report on key financial metrics such as IRR, ROE, EVA, and free cash flow to assess investment performance. Develop dashboards and reporting tools to enhance transparency and decision-making across the investment lifecycle. What You Bring
Minimum of 8 years’ experience in investment finance, corporate finance, or transaction advisory, preferably within large firms such as accounting, private equity, or investment banking. Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced credentials such as CPA, CFA, or MBA strongly preferred. Deep understanding of US GAAP and IFRS, with a focus on equity accounting, consolidation, and transaction-related accounting treatments. Expertise in valuation methodologies, including DCF, market multiples, and precedent transactions. Proven track record in fast-paced, deal-driven environments with multiple transactions and tight deadlines. Advanced proficiency in Excel, including dynamic financial modeling, scenario analysis, and sensitivity testing; familiarity with Power BI or Tableau is a plus. Strong ability to interface cross-functionally with accounting, tax, legal, and reporting teams to ensure alignment on deal execution and portfolio management. Excellent communication and presentation skills, with the ability to translate complex financial data into strategic insights for senior stakeholders. Willingness to travel up to 10%, primarily for due diligence, portfolio company visits, and transaction support. What We Offer
Flexible Work Model: Hybrid setup with 2–3 days of on-site work per week. Professional Development: Continuous learning opportunities and support for certifications such as CFA, CPA. Paid Time Off & Flexibility: 15 days of paid leave with flexible working arrangements. Equity Participation: Share in Siemens AG’s stock-related programs. Comprehensive Benefits: Medical, dental, and vision coverage, with competitive 401(k) match. Global Exposure: Collaboration with international teams and cross-border transactions, with up to 10% travel. About Siemens Financial Services
Siemens Financial Services Inc. delivers tailored B2B financial solutions by combining financial expertise, risk competence, and deep industry knowledge. Learn more at www.siemens.com/finance. About Siemens
We are a global technology company focused on industry, infrastructure, transport, and healthcare. We create technology with purpose adding real value for customers. Learn more about Siemens here. Our Commitment to Equity and Inclusion
We are committed to providing equitable opportunities and building a diverse workforce. Bring your authentic self and transform the everyday with us. Equal Employment Opportunity Statement Siemens is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, ancestry, sex, age, disability, marital status, pregnancy, genetic information, sexual orientation, gender identity or expression, or military status. EEO is the Law Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by law. Reasonable Accommodations If you require a reasonable accommodation, please fill out the accommodations form or contact AskHR for support at 1-866-743-6367. Pay Transparency Siemens follows Pay Transparency laws. California Privacy Notice California residents have rights regarding personal information. Learn more here. Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable laws.
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