Transaction Support Associate, Middle Market Team

Benchmark International•Tampa, FL

8d•$80,000 - $85,000•Onsite

About The Position

Benchmark International is seeking an experienced and driven Associate to join its Middle Market Team (MMT). In this role, you will be integral to our busy office operations, responsible for collecting, analyzing, summarizing, and discussing sensitive client data to prepare them for the mergers & acquisitions market. You will identify risks, value businesses, and manage client expectations by extracting key information from financial statements, contracts, and other corporate documents. Your duties will also encompass deal analysis, working capital analysis, and other tasks essential to client service.

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 skills.
Excellent analytic, mathematical, and interpersonal skills.
Excellent presentation abilities.
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume.
Proficient personal computer skills include electronic e-mail, recordkeeping, routine database activity, word processing, spreadsheet, graphics, etc.
Ability to handle multiple tasks simultaneously.
Ability to handle a rigorous schedule of deadlines.
Prioritization and organization skills.
Proficient in financial-modeling, financial-analysis, and Excel.
Commercial understanding and awareness of business and operations in various industries.
Possess valid and current driver license.
No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
Bachelor’s degree with a concentration or advanced degree in Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fields.
Ability to obtain a Florida real-estate sales associate license within 90 days of employment (For employment in our Florida office).
Availability for occasional travel.
Must be able to work full-time in the office as this is not a remote or hybrid position.
Professional dress attire is required.
Cannot sponsor work visas for candidates.

Nice To Haves

Experienced in professional business writing preferred; including writing business plans and information memorandums.

Responsibilities

Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
Gather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
Prepare and routinely update marketing materials, 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.
Conduct outreach to prospective buyers and update marketing materials with current information.
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 and report all unsafe activities to supervisor.
Perform other duties as assigned.