Associate, Investing Strategy

Sperry Capital Inc. is looking for a motivated Associate or Senior Associate to join their Mill Valley team. This role involves supporting senior team members in various client projects, developing financial strategies, and building financial models. It’s a great opportunity for someone interested in public finance and infrastructure, with the chance to learn from experienced professionals in a flexible work environment.

What You’ll Do

• Support senior team members in client projects.
• Help develop strategies and financial analyses for clients.
• Build complex financial models in Excel.
• Prepare reports and presentations for clients.
• Assist in business development efforts.
• Model cash flows and debt structures for financing transactions.

What You Need

• Bachelor’s degree is a must.
• 1-3 years of relevant work experience.
• Experience in municipal advisory, investment banking, or consulting is preferred.
• Strong interest in public policy and infrastructure.
• Proficient in Excel, Word, and PowerPoint.
• Excellent communication skills, both verbal and written.
• Strong analytical and quantitative skills.
• Ability to work independently and manage time effectively.

What You’ll Love

• Opportunity to learn from experienced professionals.
• Flexible hybrid work policy with remote options.
• Comprehensive benefits including medical and dental insurance.
• 401(k) plan to help you save for the future.
• Paid time off and company holidays.

About the Firm

• Sperry Capital Inc. has over 30 years of experience in infrastructure advisory.
• They provide services to government agencies, private organizations, and non-profits.
• The firm specializes in public finance, project finance, and public-private partnerships.
• They are a Registered Municipal Advisor Firm with the SEC and MSRB.