Deal Analyst & Transaction Support Manager
Core
Support SME business owners through the sale and acquisition of companies by managing transaction documentation, financial analysis, and due diligence processes.
Role type
Transaction support manager (M&A advisory)
Builds
Transaction documentation, financial models, and due diligence packages for SME buy/sell transactions
Domain
M&A advisory, corporate finance, private markets
Required skills
Financial analysis, business valuation, financial modeling, virtual data room management, due diligence coordination, project management, stakeholder liaison, process improvement
Preferred skills
CRM systems, Excel, Word, PowerPoint, prior exposure to financial analysis or transaction support
Technologies
Excel, Word, PowerPoint, CRM systems
Responsibilities
Conduct client onboarding and kick-off calls, coordinate business preparation for sale, manage transaction documentation, review and analyze financial statements, build financial models, manage virtual data rooms, coordinate due diligence activities, track transaction milestones, prepare transaction status reports, develop standard transaction workflows
Seniority
Early-career to mid-level, hands-on IC