Responsibitilies:
- Prepare, analyze and explain historical and projected financial information;
- Create financial and valuation models;
- Perform a variety of research on industries, products, geographic regions, potential buyers, etc.;
- Prepare offering materials, including confidential information memoranda, management presentations, and other presentations;
- Prepare marketing pitches;
- Help support the execution of M&A transactions, including buyer list generation, information gathering and analysis, data room organization, preparation of client discussion materials, helping to address buyer questions, etc.; and
- Build relationships and maintain direct contact with clients, prospective clients and professional advisors.
Qualifications
- Undergraduate degree from a highly respected university
- Coursework in accounting and finance preferred
- At least 1-year professional experience in TAS, FP&A, Valuations, or Investment Banking
- Financial Modeling experience