The analyst will prepare comprehensive Confidential Information Memorandums (CIMs), teasers, and white-labeled financial presentations. They will also conduct in-depth market research and analyze financial statements to identify trends and growth opportunities.
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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