Offer summary

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field., Proven experience as a Financial Analyst, Investment Analyst, or Accountant., Advanced proficiency in Microsoft Office Suite and Google Docs., Excellent analytical and business writing skills with attention to detail..

Key responsabilities:

Lead client interviews to gather relevant information.

Conduct market research to identify trends and opportunities.

Prepare comprehensive CIM presentations and financial documents.

Manage ongoing client communication and collaborate with team members.

Job description

This is a remote position.

About Us:

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.

Responsibilities:

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

Requirements

Qualifications:

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