Associate - Transaction Advisory Group - Financial Due Diligence
Core
Conduct buy-side and sell-side financial due diligence for private equity, hedge funds, and corporate clients to assess target company quality, risks, and value drivers.
Role type
Associate, Financial Due Diligence (Transaction Advisory)
Builds
Deal-oriented reports, presentations, and valuation inputs for investment lifecycle decisions.
Domain
Professional Services / M&A / Financial Advisory
Deliverable
client delivery
Required skills
Financial statement analysis, Quality of Earnings (QoE) assessment, Cash flow analysis, Working capital analysis, US GAAP knowledge, SEC reporting, Excel, PowerPoint, Deal negotiation support
Preferred skills
Audit experience, Financial accounting due diligence experience, CPA certification
Technologies
Excel, PowerPoint
Responsibilities
Analyze income statements, balance sheets, and cash flows; Assess earnings quality and net assets; Construct deal reports and presentations; Participate in management meetings and client calls; Support valuation and purchase agreement negotiations.
Seniority
Associate, 2-3 years experience