Transaction Services Analyst

Job Summary

This job description represents a sample Transaction Services Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career transaction advisory and deal execution roles. Actual openings vary depending on employer needs.

About the role

Initio Capital seeks a Transaction Services Analyst to support our team in executing deals and providing transaction advisory services. The ideal candidate will have strong analytical skills, attention to detail, and the ability to work effectively in a fast-paced environment.

Responsibilities

• Support the execution of transactions by preparing and analyzing financial models
• Assist in due diligence processes by gathering and analyzing data from various sources
• Prepare and present transaction reports to clients and internal stakeholders
• Collaborate with cross-functional teams to ensure seamless deal execution
• Contribute to the development of new business opportunities and proposals

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2+ years of relevant experience in financial analysis or transaction services
• Strong proficiency in Excel and other financial modeling software
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and prioritize workload effectively

Qualifications

• Knowledge of financial markets and instruments
• Experience with deal structuring and valuation
• Understanding of regulatory requirements and compliance

Skills

• Advanced Excel skills including pivot tables, VLOOKUP, and macros
• Experience with financial modeling tools such as Bloomberg, Dealogic, or similar platforms
• Strong problem-solving and analytical skills
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

Benefits

Initio Capital offers a competitive benefits package that includes:

• Health insurance
• Retirement savings plan
• Flexible work schedule
• Professional development opportunities

Pay

The pay range for this position is $145,000 – $185,000 total annual compensation, which may vary based on the specific employer and experience level.

Schedule

The role is offered on a hybrid schedule, combining remote and in-office work.