This is a remote position.
About Us:
A leading firm in the M&A professional services industry committed to delivering highquality CIM development services to our clients. We are seeking a detailoriented and experienced Analyst to join our team. The ideal candidate will have a strong background in client engagement and communication management market research company analysis accounting and/or investment analysis with the ability to lead client interviews and build highquality presentations.
Responsibilities:
- Lead sidebyside interviews with clients to collect relevant information
- Prepare for client interviews through relevant company and industry research
- Manage ongoing client communication and engagements
- Analyze and understand financial statements including income statements balance sheets and cash flow statements
- Conduct indepth market research to identify market trends growth opportunities and risks in the market from a broad global level to a local level
- Primarily prepare comprehensive Confidential Information Memorandum (CIM) presentations teasers and whitelabeled financials (including graphs statistics and examples)
- Ability to develop presentations quickly and under time pressure
- Collaborate with other team members to gather relevant information and insights for presentations
Requirements
Qualifications:
- Bachelors degree in Finance Accounting Economics Engineering or a related field
- Proven track record of leading client meetings and engagements
- Proven experience as a Financial Analyst Investment Analyst Accountant or in a similar role
- Proficiency working with and understanding financial statements (generating graphs from financial statements)
- Advanced proficiency in Microsoft PowerPoint Excel Word Google Docs GSheets
- Excellent analytical skills with the ability to interpret financial data
- Experience conducting market research and competitive analysis
- Strong business writing skills with the ability to communicate financial information clearly and effectively
- Attention to detail and high level of accuracy in work
- Ability to work independently use AI assistants and as part of a team
- Ability to think critically and logically
- Strong organizational and time management skills
- English at a C2 level or native mastery
Nice to Have:
- Previous Big 4 consulting experience is a huge plus
Qualifications: Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field Proven track record of leading client meetings and engagements Proven experience as a Financial Analyst, Investment Analyst, Accountant, or in a similar role Proficiency working with and understanding financial statements (generating graphs from financial statements) Advanced proficiency in Microsoft PowerPoint, Excel, Word, Google Docs, G-Sheets Excellent analytical skills with the ability to interpret financial data Experience conducting market research and competitive analysis Strong business writing skills with the ability to communicate financial information clearly and effectively Attention to detail and high level of accuracy in work Ability to work independently, use AI assistants, and as part of a team Ability to think critically and logically Strong organizational and time management skills English at a C2 level or native mastery Nice to Have: Previous Big 4 consulting experience is a huge plus
Education
Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field