analyst / senior analyst - ib.

of prospects, and competitor performance;
• Work closely with potential clients to obtain, collate, and organise business and financial data;
• Develop and refine client pro forma forecasts, financial models, valuation models, and similar
analytical models, as well as other client reports;
• Perform in-depth interrogation of clients about business financials and performance;
• Conduct business valuations using different valuation methodologies;
• Provide evaluation and analysis of businesses to influence outcomes and decisions;
• Prepare client presentations, Confidential Information Memoranda, and similar materials used
to win and execute the advisory business;
• Communicate and prepare materials to support recommendations to team and stakeholders. Required Skills:
• Proficiency with Capital IQ, PitchBook, Bloomberg, Thomson Reuters and similar information
databases;
• Expert with Microsoft Word, Excel, and Powerpoint;
• Basic understanding of accounting concepts and the ability to analyze profit & loss statements,
balance sheets, and related financial reports, and communicate insight, patterns and trends;
• Experience drafting and producing client presentations and related materials;
• Proficiency, with experience of no fewer than five transactions, with Discounted Cash Flow
Analysis, Leveraged Buyout Analysis, Comparable Publicly-Traded Company Analysis, and
Precedent M&A Transaction Analysis;
• Understanding of Corporate Finance theory and practice, including the Capital Asset Pricing
Model and calculation of the Weighted Average Cost of Capital and a company’s Beta;
• Experience compiling and managing an electronic data room for a transaction, using customary
vendor platforms such as FIRMEX;
• Familiarity with the organization, content, and assembly of Confidential Information
Memoranda, Private Placement Memoranda, and the like;
• Experience managing a Buyer’s or Investor’s Log, including daily entries and updates, for a
transaction
• Strong communication skills (written and verbal);
• Deadline-driven, and has a sense of urgency;
• Robust analytical skillset and naturally inquisitive; and
• Ability to work independently and multi-task in fast-paced environment.