Analyst

Essential Role Activities

• Play a key role in due diligence, financial modeling, and valuation work across a wide variety of corporate finance engagements ranging from sell-side M&A, buy-side M&A, capital raises, and employee stock ownership plan implementations
• Participate in the full cycle of transaction execution:
• Undertake due diligence with clients, developing detailed financial analyses
• Develop company valuations and analyze various transaction structures
• Prepare company presentations, including pitch materials and confidential information presentations
• Gain hands-on transaction experience by playing an integral role on deal teams, working side-by-side with senior professionals who will give you broad exposure to a wide range of industries and complex transactions
• Be given substantial responsibility to work on multiple engagements with team members across the firm, and opportunities to develop into a senior professional capable of generating and executing their own transactions

Basic Qualifications

• Bachelor’s degree (required)
• 0-2 years of investment banking or similar experience (preferred)
• PREFERRED EXPERIENCE: cash flow modeling, comprehensive understanding of valuation methods, understanding of ESOPs, leverage finance and transaction structuring, and investment banking basics
• STRONG ANALYTICAL ABILITIES AND DEEP KNOWLEDGE OF ACCOUNTING AND CORPORATE FINANCE THEORIES
• ADVANCED EXPERIENCE IN EXCEL WITH FINANCIAL AND CASH FLOW MODELING
• EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS, INCLUDING THE ABILITY TO COMMUNICATE EFFECTIVELY WITH CLIENTS AND DEVELOP COMPelling BUSINESS PRESENTATIONS IN POWERPOINT
• ACTIONABLE ATTENTION TO DETAIL AND A DEDICATION TO PROVIDING HIGH-QUALITY WORK PRODUCTS
• HIGHLY MOTIVATED WITH THE ABILITY TO LEARN AND PROBLEM SOLVE
• STRONG WORK ETHIC, ORGANIZATIONAL SKILLS, AND ABILITY TO MULTITASK