Analyst

About the role

Join our award-winning team! Voted one of Milwaukee’s Best Places to Work for five consecutive years (2021–2025), and one of Milwaukee’s Best and Brightest Companies to Work For in 2022 and 2023, Taureau Group provides team members the opportunity to build a long-term career in an energetic and challenging atmosphere that values both individual effort and teamwork. The Analyst is an integral part of the M&A team, providing support for investment banking engagements and transactions. This position will work closely with senior team members on projects including business sales and divestitures, acquisitions, and recapitalization. The role offers hands-on, real-world experience with career growth and professional development across business, financial analysis, communications, marketing, and sales skillsets. The Analyst will be given increasing responsibility over time, and high performers can expect career advancement opportunities.

Responsibilities

• Provide support for the day-to-day management and execution of M&A transactions
• Assist in the preparation of company valuations, financial models, company marketing materials, and client presentations
• Perform company and industry research
• Prepare, analyze, and explain historical and projected financial information
• Build relationships and maintain up-to-date contact and guidance with clients and professional advisors
• Engage in ongoing personal development in line with the firm’s growth and development strategy

Requirements

• Bachelor’s degree in Accounting, Finance, and/or Business
• 1+ year(s) of experience in investment banking, accounting, finance, or a similar role
• Ability to successfully pass background checks

Skills

• Motivated, self-starter looking for long-term growth within a successful, industry-focused investment banking firm
• Strong financial analysis skills and knowledge of accounting
• Proficiency in Microsoft Excel and PowerPoint is required
• Experience with CRM systems (e.g., Salesforce) and research platforms (e.g., CapIQ) is a plus
• Exceptional critical thinking skills
• Highly organized and able to prioritize and handle multiple projects at one time
• Strong attention to detail and time management skills
• Willingness to take on additional work outside the scope of the job description

Working Conditions

• Fast-paced environment working both autonomously and as part of multiple deal teams
• Frequently working on multiple projects simultaneously with varying deadlines
• While demanding at times, Taureau Group believes in an appropriate balance between work and personal life outside the office