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M&A Advisor Assistant

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

2 years experience in finance-related role, Strong verbal communication skills, Exceptional organizational and project management skills, Proficiency in Microsoft 365, especially Excel, Attention to detail in fast-paced environment.

Key responsabilities:

Conduct industry and market research
Communicate with potential buyers
Manage data room for due diligence
Assist in managing client relationships
Support senior team members with logistics

Permhunt Human Resources, Staffing & Recruiting Small startup https://permhunt.com/

2 - 10 Employees

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Job description

Job Overview:

Our client is seeking a highly motivated and detail-oriented Mergers & Acquisitions (M&A) Advisor Assistant to support their Sell-Side M&A team. This role presents an excellent opportunity for individuals passionate about finance, investment banking, and corporate transactions, looking to grow their careers in the M&A sector.

Key Responsibilities:

Research & Analysis: Conduct industry, market, and company-specific research to identify potential buyers. Upload relevant data into DealCloud CRM.
Buyer Outreach: Communicate with potential buyers via email and phone. Engage them with teasers, and if there is interest, transition the lead to an M&A Advisor.
Data Room Management: Collaborate with M&A Advisors to manage the data room, ensuring timely organization and sharing of financial, legal, and operational documents for due diligence.
Client & Buyer Interaction: Assist in managing client relationships, coordinating communication with buyers, and scheduling meetings.
Executive Coordination: Support senior team members by overseeing high-level logistical tasks, such as scheduling meetings, coordinating travel arrangements, and managing critical documents to ensure seamless operations and effective time management.

Qualifications:

2 years of experience in a finance-related role, preferably in investment banking, corporate finance, or consulting.
Strong verbal communication skills with clear English, particularly for phone interactions.
Exceptional organizational and project management skills with the ability to multitask and prioritize.
Proficiency in Microsoft 365, especially Excel.
Strong written communication and attention to detail in a fast-paced, high-pressure environment.

Preferred Qualifications:

Prior experience in M&A, private equity, or investment banking.
Familiarity with deal databases, financial research tools (e.g., Bloomberg, Capital IQ), and data room management platforms.

What Our Client Offers: