M&A Advisory Analyst (Merger and Acquisition Advisory)
About The Position
The M&A Advisory Analyst will be a critical part of the firm’s M&A Advisory team, reporting directly to the Head of M&A Advisory. Our M&A expertise has been developed over several years and is a growth area for the firm. Operating within an entrepreneurial and merit-based environment, this position offers an exceptional opportunity to gain institutional deal-execution experience while working closely with senior leadership. The successful candidate will play a critical role in sourcing and executing comprehensive M&A mandates, including buy-side and sell-side transactions, strategic reviews, valuation assessments, and fairness opinions.
Requirements
- Strong foundational knowledge of corporate finance principles, quantitative analysis, and professional writing skills.
- Proven ability to meet strict deadlines while managing multiple complex assignments simultaneously.
- Demonstrated history of academic and professional achievement, characterized by strong critical thinking and ethical standards.
- Mastery of the Microsoft Office Suite.
Nice To Haves
- 1–2 years of prior experience as a financial analyst; completion of a formal analyst training program is highly advantageous.
- Active FINRA Securities Industry Essentials (SIE), Series 79, and Series 63 licenses, or the ability to successfully obtain them within 3 months of hire.
- Practical proficiency utilizing PitchBook and S&P Capital IQ platforms.
Responsibilities
- Deliver institutional-grade financial analysis, valuation work, and advanced pro forma financial modeling.
- Research, draft, and structure client-ready marketing materials, including comprehensive pitchbooks and competitive RFP responses.
- Conduct tailored market screens to identify bolt-on acquisition targets and perform roll-up consolidation studies for clients.
- Draft engagement letters, client teasers, and Confidential Information Memoranda (CIMs).
- Execute financial and transactional due diligence, manage buyer/seller communication, and support senior professionals in reviewing NDAs, LOIs, and definitive purchase agreements.
- Prepare high-level deliverables analyzing macroeconomic and M&A industry trends for executive speaking engagements and firm business planning.
Benefits
- Hybrid workplace: work from home 2 days per week!
- Health insurance: competitive medical, dental, and vision programs
- Commuter benefits
- 401(k) with a company match
- Charitable contribution match program for employees
- Company-paid life insurance, short-term and long-term disability insurance
- Paid time off: vacation, personal days, sick leave, etc.
- Intentional culture celebrations and social outings
- Company-paid $300,000 life insurance policy, alongside comprehensive health and retirement packages.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
