Transaction Support Analyst

Benchmark International • Nashville, TN

1d • Onsite

About The Position

Benchmark International is looking for a highly analytical, detail-oriented sell-side M&A Transaction Support (TS) Analyst to add to our growing team. The TS Analyst will collect, analyze, summarize, and discuss clients’ most sensitive data, preparing clients for potential sale. Pulling key attributes from financial statements, contracts, and other corporate documents, the TS Analyst will identify risks and opportunities related to a sale. The Analyst will also help with various financial activities related such as deal analysis, working capital analysis, and other tasks needed to serve our clients. This role is ideal for someone who thrives in a dynamic environment, enjoys solving complex financial and operational challenges, and wants to play a meaningful part in high-impact transactions. As a key contributor to our deal team, you will help prepare businesses for market, support the execution of M&A processes, and ensure buyers receive accurate, compelling information throughout the lifecycle that positions our clients for successful outcomes.

Requirements

• Highly energetic and passionate individual with a positive and highly motivated ‘can-do’ attitude.
• Strong desire and ambition to succeed in this rewarding industry.
• Excellent verbal and written communication, analytical, mathematical, and interpersonal skills as well as presentation abilities.
• Ability to communicate difficult information with professionalism, manage each client’s unique sensitivities, and keep each engagement progressing smoothly through the company’s process.
• Bachelor’s degree with a concentration or advanced degree in Finance, Economics, or Accounting.
• 1-3 years of experience in investment banking, transaction advisory, corporate finance, or a similar analytical role.
• Ability to read, analyze, and interpret general business periodicals, professional journals, and industry reports.
• Ability to write reports and business correspondences, and effectively present information and respond to questions from internal and external stakeholders.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Proficient in reviewing and interpreting financial statements (income statements, balance sheets, cash flow statements), internal financial reports, and tax filings to assess business performance and financial health.
• Advanced proficiency in Microsoft Excel; strong computer skills across email, word processing, databases, recordkeeping, and presentation software.
• Ability to handle multiple client assignments simultaneously.
• Ability to handle multiple workstreams with a rigorous schedule of deadlines.
• Prioritization and organization skills.
• General understanding and awareness of business and operations in various industries.
• No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
• Ability to obtain a Tennessee real-estate sales associate license within 90 days of employment.
• Must be available to work on-site Monday through Friday.
• Professional business attire is required.

Nice To Haves

• Experienced in professional business writing preferred, including writing business plans and CIMS and teasers.
• Salesforce experience a plus.

Responsibilities

• Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
• Gather comprehensive information about the client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
• Prepare and routinely update client marketing materials (e.g., Confidential Information Memorandums (CIMs) and teasers), financial statements, and business intelligence reports focusing on the company’s strengths and opportunities.
• Analyze client’s financial situation, including historical, current and expected future performance, and prepare financial statements.
• Organize and maintain the virtual data rooms (VDR) to ensure accuracy and completeness.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices, and procedures.
• Perform other duties as assigned.

Benefits

• Paid time off
• Standard holidays
• Birthday holidays
• Community service days
• Highly competitive company-subsidized medical, dental, vision, and AD&D insurance
• 401k with company matching
• Flexible spending and health savings accounts (FSA & HSA)
• Flexible dependent care assistance accounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level