Analyst, Firm Strategy and Execution
Core
Support the execution of M&A transactions and strategic initiatives, conducting research and analytics, and preparing presentations for senior management.
Role type
Analyst, Firm Strategy and Execution
Builds
M&A transaction execution, strategic growth initiatives, and internal capability assessments
Domain
Financial Services / Investment Banking / Corporate Strategy
Required skills
Financial analysis, M&A valuation, financial modeling, strategic analysis, data synthesis, presentation development, project management
Preferred skills
Knowledge of AI tools, familiarity with corporate finance frameworks
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Support assessment of market trends and competitive landscapes; Analyze growth opportunities including new market/product entry; Support acquisitions and divestitures including valuation and due diligence; Perform financial metric benchmarking and capital structure analysis; Develop financial models for company valuation; Gather and synthesize financial/operating information; Evaluate regulatory change implications; Prepare presentations for senior management and Board; Maintain databases for deal teams.
Seniority
Analyst, entry-level to junior IC
