Offer summary

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, Engineering, or related field., Proven experience leading client meetings and engagements., Strong proficiency in financial statement analysis and market research., Excellent analytical, communication, and organizational skills, with fluency in English..

Key responsibilities:

Lead client interviews and gather relevant information.

Prepare and analyze financial statements and market research.

Develop comprehensive CIM presentations and financial materials.

Collaborate with team members to produce high-quality deliverables.

Job description

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, andor 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

Salary: 500 1000 USD