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 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 big4 accounting firm, 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 discounted cash flow (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 tools like 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: Enjoy a hybrid setup with 2–3 days of mobile working per week, promoting work-life balance while maintaining high performance. Professional Development: Access to continuous learning opportunities, leadership training, and support for certifications such as CFA, CPA. Paid Time Off & Flexibility: Benefit from 15 days of paid leave, with additional flexible working arrangements to accommodate personal and family needs. Equity Participation: Participate in Siemens AG’s share matching program, offering the opportunity to become a shareholder and align with long-term company success. Comprehensive Benefits: Receive medical, dental, and vision coverage, along with a competitive 401(k) match to support your financial well-being. Global Exposure: Collaborate with international teams and engage in cross-border transactions, with up to 10% travel 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 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. 

Our Commitment to Equity and Inclusion in our Diverse 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 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 big4 accounting firm, 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 discounted cash flow (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 tools like 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: Enjoy a hybrid setup with 2–3 days of mobile working per week, promoting work-life balance while maintaining high performance. Professional Development: Access to continuous learning opportunities, leadership training, and support for certifications such as CFA, CPA. Paid Time Off & Flexibility: Benefit from 15 days of paid leave, with additional flexible working arrangements to accommodate personal and family needs. Equity Participation: Participate in Siemens AG’s share matching program, offering the opportunity to become a shareholder and align with long-term company success. Comprehensive Benefits: Receive medical, dental, and vision coverage, along with a competitive 401(k) match to support your financial well-being. Global Exposure: Collaborate with international teams and engage in cross-border transactions, with up to 10% travel 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 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. 

 

Our Commitment to Equity and Inclusion in our Diverse 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. 

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You'll Benefit FromSiemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here.
The pay range for this position is $107,570 - $184,440 annually with a target incentive of 20% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location.

Equal Employment Opportunity Statement Siemens is an Equal Opportunity Employer encouraging inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.

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 Federal or other applicable law.

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Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.