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 creation, project management, regulatory impact assessment
Preferred skills
Knowledge of AI tools
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Support assessment of market trends and competitive landscapes; Analyze growth opportunities across divisions; 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 and operating information; Evaluate business implications of regulatory changes; Prepare presentations and memoranda for senior management and the Board; Maintain databases leveraged by senior management and deal teams
Seniority
Analyst, entry-level to mid-level
