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Mergers & Acquisitions Analyst
2 weeks ago
Position Overview
The ideal candidate is driven to build a career in M&A and dealmaking. The Analyst should thrive in a fast-paced environment and be a motivated self-starter. As an integral part of the Corporate Development team, the Analyst will learn from seasoned professionals while putting their stamp on each deal. No day will be the same as the previous, however the Analyst can expect to play a part organizing the group's deal origination effort, evaluating and modeling prospective deals, and seeing transactions through the ultimate closures. The position will report to the SVP of Corporate Development and will interact heavily with the entire Corporate Development team.Primary Responsibilities Develop financial models to evaluate specific opportunities Organize the prospective deal pipeline and support the pre-offer evaluation effort Manage diligence lists and support confirmatory due diligence fulfillment process Communicate with sellers to ensure due diligence requests are satisfied Provide support to our deal-leads (Corporate Development VPs) as they take deals from offer stage to closure Work with Pensionmark/World functional departments, including the integration team to drive cross-dependencies Occasionally provide support to the executive team including developing presentations to World's Board of Directors, materials for our investors and lenders, and presentations to support the Company's M&A initiative Qualifications Bachelor's degree with a business focus is preferred Strong interest in M&A, finance, and business strategy Good fundamental understanding of financial statements Strong proficiency in Microsoft Office suite including Excel, PowerPoint, Word, and Outlook Ability to manage multiple projects simultaneously Ability to work in a constantly changing environment Financial Services experience is a plus but not necessary. Must have legal authorization to work permanently in the United States for any employer without requiring a visa transfer or visa sponsorship
