SR&T Consultant, M&A Corporate Finance
About this position
Responsibilities
• Participate in project teams, providing financial advisory services to a diverse client base.
• Analyze financial data, information, and financial statements.
• Conduct market and company research by utilizing various research tools and public databases.
• Develop marketing materials such as investment teasers and information memorandums.
• Create and review detailed financial models for various transactions such as financing, acquisitions, and valuation.
• Communicate effectively with engagement management, ensuring clear and concise delivery of information.
• Manage engagement, maintaining responsibility for project setup, organization, and the updating of engagement files.
• Contribute to practice development activities, including participating in training programs and networking opportunities within the firm.
• Engage with clients or target management during meetings, and assist in preparing client presentations.
• Prepare internal documentation related to client engagements, working papers, and acceptance procedures.
• Continuously develop expertise within your specialization and build your reputation as a trusted financial advisor.
• Assist leadership team on business development purposes through preparing proposals, thought leadership, pitch decks, and other go-to-market materials.
Requirements
• Actively seek out developmental opportunities for growth, act as strong brand ambassadors for the firm as well as share their knowledge and experience with others.
• Respect the needs of their colleagues and build up cooperative relationships.
• Understand the goals of our internal and external stakeholders to set personal priorities as well as align their teams’ work to achieve the objectives.
• Constantly challenge themselves, collaborate with others to deliver on tasks and take accountability for the results.