Support key tasks related to preliminary target diligence, such as NDA negotiation, requests for information, and scheduling financial diligence meetings.
Maintain a database of potential targets, investments, and partnership prospects, manage a summary presentation tracking the current pipeline, and communicate key updates regularly to investors and firm leadership.
Conduct financial analysis and modeling to evaluate inorganic opportunities.
Perform industry research, competitive benchmarking, and market analysis to support strategic decision-making.
Prepare presentations, reports, and recommendations for senior management and executive leadership.
Support due diligence processes, including data gathering, analysis, and coordination with internal and external stakeholders.
Assist in the negotiation and execution of transaction agreements, working alongside legal, finance, and business teams.
Work closely with integration team to ensure smooth progression of key integration workstreams.
Monitor and report on post-transaction integration and performance to ensure strategic objectives are met.
Stay informed about industry trends, regulatory changes, and macroeconomic factors impacting corporate strategy.
Requirements
Bachelor’s degree – preference for a major in Finance, Business Administration, Economics, or a related field, but not a “must” depending on prior experience.
1-3 years of experience in investment banking, management consulting, corporate development, or related fields (sector experience in professional services is a plus).
Strong analytical skills with proficiency in financial modeling and valuation techniques.
Excellent communication and presentation abilities.
High attention to detail and organizational skills.
Ability to work collaboratively across teams and manage multiple projects simultaneously.
Advanced knowledge of Microsoft Excel, PowerPoint, and financial databases.
Benefits
Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.