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M&A Analyst Associate (LATAM)

Key Facts

Remote From: 
Full time
English

Other Skills

  • •
    Google Sheets
  • •
    Microsoft Word
  • •
    Microsoft Excel
  • •
    Microsoft PowerPoint
  • •
    Ability To Meet Deadlines
  • •
    Analytical Skills
  • •
    Time Management
  • •
    Teamwork
  • •
    Critical Thinking
  • •
    Organizational Skills
  • •
    Detail Oriented
  • •
    Logical Reasoning

Roles & Responsibilities

  • Bachelor's degree in Finance, Accounting, Economics, Engineering, or related field
  • Proven experience as a Financial Analyst, Investment Analyst, Accountant, or similar role
  • Proficiency in analyzing financial statements and generating graphs; advanced skills in Microsoft PowerPoint, Excel, Word, Google Docs/Sheets
  • Experience conducting market research and competitive analysis; strong business writing and ability to communicate financial information clearly

Requirements:

  • Analyze and interpret financial statements (income statements, balance sheets, cash flow statements)
  • Conduct in-depth market research to identify trends, growth opportunities, and risks from global to local levels
  • Prepare Confidential Information Memorandum (CIM) presentations, teasers, and white-labeled financials with graphs and statistics
  • Develop presentations quickly under time pressure and collaborate with team members to gather relevant information and insights

Job description

About Us:
A leading firm in the M&A professional services industry committed to delivering high-quality CIM development services to our clients. We are seeking a detail-oriented and experienced Analyst to join our team. The ideal candidate will have a strong background in market research, company analysis, accounting, and/or investment analysis, with the ability to build high-quality presentations.

Core Tasks:
  • Analyze and understand financial statements, including income statements, balance sheets, and cash flow statements.
  • Conduct in-depth 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 white-labeled 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 presentation.

Must Haves:
  • Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field.
  • Proven experience as a Financial Analyst, Investment Analyst, Accountant, or in a similar role.
  • Proficiency in working with and understanding financial statements (generating graphs from financial statements)
  • Advanced proficiency in Microsoft PowerPoint, Excel, Word, Google Docs, Google 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 C1 level or above.
  • Ability to work local time with some or majority EST overlap.

Nice to Have:
  • Previous Big 4 consulting experience is a huge plus.

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