Siemens
Overview
Join to apply for the
Equity Investment Professional
role at
Siemens . 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 wide range of equity financing solutions—from traditional project finance to platform and fund structures. Transform the everyday with us. Siemens invests in purposeful technologies, decarbonizing industries, expanding access to healthcare, and building digital infrastructure. We encourage bold questions, drive innovation, and 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 work with investment and structuring teams in agile deal structures to support strategic decision-making and portfolio growth, 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 and strategic opportunities. Maintain an 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 big4 accounting firms, private equity, or investment banking. Bachelor’s degree in Finance, Accounting, Economics, or 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 experience managing 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 mobile working 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: Siemens AG’s share matching program. Comprehensive Benefits: Medical, dental, and vision coverage, plus a competitive 401(k) match. Global Exposure: Collaboration with international teams and cross-border transactions, with travel up to 10% for due diligence and portfolio 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 professionals worldwide. 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 value your identity and perspective. We are committed to providing equitable opportunities and building a diverse workplace. We welcome you to bring your authentic self and transform the everyday with us. EEO is the Law
– Applicants and employees are protected from discrimination by federal, state, and local laws.
Reasonable Accommodations
– If you require an accommodation in completing your application or interview, please contact our AskHR team for support. Pay range: $107,570 - $184,440 annually with a target incentive of 20% of base salary. The actual wage offered may vary.
#J-18808-Ljbffr
Join to apply for the
Equity Investment Professional
role at
Siemens . 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 wide range of equity financing solutions—from traditional project finance to platform and fund structures. Transform the everyday with us. Siemens invests in purposeful technologies, decarbonizing industries, expanding access to healthcare, and building digital infrastructure. We encourage bold questions, drive innovation, and 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 work with investment and structuring teams in agile deal structures to support strategic decision-making and portfolio growth, 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 and strategic opportunities. Maintain an 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 big4 accounting firms, private equity, or investment banking. Bachelor’s degree in Finance, Accounting, Economics, or 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 experience managing 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 mobile working 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: Siemens AG’s share matching program. Comprehensive Benefits: Medical, dental, and vision coverage, plus a competitive 401(k) match. Global Exposure: Collaboration with international teams and cross-border transactions, with travel up to 10% for due diligence and portfolio 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 professionals worldwide. 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 value your identity and perspective. We are committed to providing equitable opportunities and building a diverse workplace. We welcome you to bring your authentic self and transform the everyday with us. EEO is the Law
– Applicants and employees are protected from discrimination by federal, state, and local laws.
Reasonable Accommodations
– If you require an accommodation in completing your application or interview, please contact our AskHR team for support. Pay range: $107,570 - $184,440 annually with a target incentive of 20% of base salary. The actual wage offered may vary.
#J-18808-Ljbffr