ABOUT US:

A leading firm in the M&A professional services industry committed to delivering high-quality CIM development services to our clients. We are seeking a detail-oriented and experienced Analyst to join our team. The ideal candidate will have a strong background in client engagement and communication management, market research, company analysis, accounting, and/or investment analysis, with the ability to lead client interviews and build high-quality presentations.

• Lead side-by-side interviews with clients to collect relevant information
• Prepare for client interviews through relevant company and industry research
• Manage ongoing client communication and engagements
• Analyze and understand financial statements, including income statements, balance sheets, and cash flow statements
• Conduct in-depth market research to identify market trends, growth opportunities, and risks in the market, from a broad global level to a local level
• Primarily prepare comprehensive Confidential Information Memorandum (CIM) presentations, teasers, and white-labeled financials (including graphs, statistics, and examples)
• Ability to develop presentations quickly and under time pressure
• Collaborate with other team members to gather relevant information and insights for presentations