Support various business development initiatives including pitches and proposals
Prepare financial models including forecasts, DCFs, LBO’s/MBO’s, and preliminary company assessments
Perform various in-depth financial analyses on companies including analyzing and understanding the sustainability of earnings and cash flows, operating working capital requirements and key drivers of financial performance
Prepare lists of potential acquisition targets, buyers and/or investors and perform market, industry and company research
Communicate directly with various transaction counterparties including the client, target, potential buyers, other advisors and lenders
Assist in the preparation of professional transaction documents such as teasers and confidential information memorandums

Bachelor's or Master's Degree in Finance, Accounting and/or related major with a CPA, CFA or CBV designation
3 to 4 years of audit, valuation, corporate finance or M&A advisory experience
Motivated, detail-oriented, autonomous, rigorous and able to work under pressure
Above average proficiency with Microsoft Office applications (i.e. Excel, PowerPoint, Word)
Strong business acumen, analytical skills and attention to detail
Successful candidate must be willing and able to travel, when necessary

Comprehensive benefits from day one
Flexible personal time off policy
Reimbursement for wellness initiatives that fit your lifestyle
Competitive total cash compensation that recognizes and rewards your contribution
Involvement in local charity initiatives and events

Senior Associate, M&A and Capital Markets

About this role