
M&A Analyst
Upwork
Remoto
•1 hora atrás
•Nenhuma candidatura
Sobre
About Us: A leading firm in the M&A professional services industry is 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 client engagement and communication management, market research, company analysis, accounting, and/or investment analysis, with the ability to lead client interviews and build high-quality presentations. Responsibilities: - Lead side-by-side 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 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 presentations Qualifications: - Bachelor's 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, G-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 a high level of accuracy in work - Ability to work independently, use AI assistants, and work 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