Experienced Analyst, Transaction Opinions & Board Advisory
Core
Analyst supporting M&A, restructuring, recapitalization, and spin-off transactions by preparing financial models, valuations, and fairness/solvency opinions for public/private companies and private equity firms.
Role type
Analyst, Transaction Opinions & Board Advisory
Builds
Fairness opinions, solvency opinions, corporate finance advice, and client deliverables for M&A and restructuring deals
Domain
Investment Banking / Corporate Finance / Valuations
Required skills
Financial modeling, DCF valuation, comparable company analysis, financial statement analysis, market research, client presentation materials, Microsoft Excel, PowerPoint, writing
Preferred skills
Master's degree in Finance/Accounting/Economics, experience in investment banking/valuations/accounting
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Prepare and review financial models and valuation analyses; Analyze annual filings and financial statements to calculate transaction multiples; Assist in preparing client deliverables and discussion materials; Work with deal teams to align work streams with project timelines; Prepare marketing materials for client meetings; Research market data and trends to support engagements and white papers
Seniority
Analyst, entry-level IC
