M&A Analyst
- Fulltime
- Remote
- USD Compensation
Job Summary
A leading firm in the M&A professional services industry committed to delivering high-quality CIM development services to our clients. We are seeking a detail-oriented and experienced Analyst to join our team. The ideal candidate will have a strong background in client engagement and communication management, market research, company analysis, accounting, and/or investment analysis, with the ability to lead client interviews and build high-quality presentations.
Core Tasks
- Lead side-by-side interviews with clients to collect relevant information
- Prepare for client interviews through relevant company and industry research
- Manage ongoing client communication and engagements
- Analyze and understand financial statements, including income statements, balance sheets, and cash flow statements
- Conduct in-depth market research to identify market trends, growth opportunities, and risks in the market, from a broad global level to a local level
- Primarily prepare comprehensive Confidential Information Memorandum (CIM) presentations, teasers, and white-labeled financials (including graphs, statistics, and examples)
- Ability to develop presentations quickly and under time pressure
- Collaborate with other team members to gather relevant information and insights for presentations
Must Haves
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field
- Proven track record of leading client meetings and engagements
- Proven experience as a Financial Analyst, Investment Analyst, Accountant, or in a similar role
- Proficiency working with and understanding financial statements (generating graphs from financial statements)
- Advanced proficiency in Microsoft PowerPoint, Excel, Word, Google Docs, G-Sheets
- Excellent analytical skills with the ability to interpret financial data
- Experience conducting market research and competitive analysis
- Strong business writing skills with the ability to communicate financial information clearly and effectively
- Attention to detail and high level of accuracy in work
- Ability to work independently, use AI assistants, and as part of a team
- Ability to think critically and logically
- Strong organizational and time management skills
- English at a C2 level or native mastery
Nice to Have
- Previous Big 4 consulting experience is a huge plus