Analyst/Associate
2 weeks ago
Analyst 6808
Responsibilities
As an Analyst, you will work on transactions that provide exposure to various client industries and investment banking services, including mergers and acquisitions, debt and equity capital raises, refinancings, and leveraged buyouts. You will work with a talented, dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general economic and industry-specific developments, acquisitions and divestitures, and various investment attributes of publicly traded and private companies.
The environment is collegial and entrepreneurial, and, as such, rewards Analysts with substantial responsibility and interaction with senior-level professionals. Analysts are members of lean deal teams comprising at least one Managing Director, Vice President, Associate, and Analyst.
Basic Qualifications
A B.A./B.S./B.B.A. in Finance, Accounting, Business, or Applied Economics is required, as is course work in accounting and finance. 1+ years of investment banking experience.
Preferred Qualifications
Hands-on M&A deal experience is a major plus. Strong financial and computer skills, as well as a fundamental understanding of valuation theory, methodologies, and applications, are recommended. Candidates must possess a demonstrated ability to work cooperatively with all levels of staff, strong analytical abilities, and excellent verbal and written communication skills.
Associate
Job Purpose
Our client is looking to add talented financial professionals at the Associate level to our fast growing team. As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A professionals, providing you broad exposure to different transactional issues affecting businesses within the M&A market today. They offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies.
Responsibilities
Participate in buy-side and sell-side transaction advisory engagements
Must have the ability to handle multiple assignments simultaneously
Lead discussions with senior client executives and target management
Execute and review diligence through fieldwork, management meetings and desktop review
Review target company financial information and other data to identify:
historical and projected financial and operating and commercial trends
quality of earnings
working capital and net debt considerations, and
potential liabilities and risks which impact valuation and negotiation of the target company
Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
Develop and review financial models including database systems
Extend industry skills and qualifications
Develop professional network and relationships with firm, client and target professionals
Review transaction agreements, customer and supplier contracts and develop valuation considerations
Assist in initiating and extending group marketing, client penetration and other business development efforts
Collaborate closely with corporate finance, valuation and financial restructuring colleagues
Supervise team members (i.e., Analysts) through training, coaching and critical review
Basic Qualifications
Undergraduate degree from an accredited institution
A minimum of 4 years of financial due diligence experience with a Big 4 firm (or a combination with audit experience, which must include at least 2 years of financial due diligence)
CPA (or at minimum, must have passed all 4 parts of the CPA exam)
Preferred Qualifications
Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
Demonstrated professional achievement and client service excellence
Demonstrated understanding and application of capital markets and valuation concepts
Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
Strong analytical abilities
Exceptional verbal and written communication skills
Strong command of Microsoft Word, Excel, and PowerPoint
Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
Ability and desired willingness to travel
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