You will be the analytical and execution engine supporting a senior member of our team.
What you’ll own
- Financial modeling, valuation and transaction analysis
- CIM and management presentation development
- Data room organization and management
- Buyer and advisor data requests and Q&A
- Operating and financial KPI analysis
- Forecasting and scenario modeling
- Board, investor and strategic materials
- Research and analysis supporting strategic decisions
- Transaction and workstream tracking
- Whatever analytical problem needs to be solved next
We want someone who can take an incomplete question, find the information, structure the analysis and come back with an answer.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred
3 to 5 years of relevant experience in investment banking, transactions advisory, strategic finance, private equity value creation, or related fields; sell-side experience preferred
Strong financial modeling and analysis skills; ability to leverage AI tools to support work product; highly proficient in Excel and Powerpoint
Experience managing a data room for sell-side transactions
Strong oral and written communication skills with the ability to lead client interactions, facilitate working sessions and present findings to senior executives