M&A Transaction Support Analyst jobs in United States
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Benchmark International · 8 hours ago

M&A Transaction Support Analyst

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners. They are seeking an M&A Transaction Support Analyst to collect, analyze, and summarize sensitive client data in preparation for the mergers and acquisitions market.

Financial Services
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Senior Management
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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 the supervisor
Perform other duties as assigned

Qualification

Financial analysisFinancial modelingExcel proficiencyBusiness writingClient relationship managementAnalytical skillsCommunication skillsInterpersonal skillsPresentation skillsOrganizational skills

Required

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
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 Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fields
Ability to obtain a Texas real-estate sales associate license within 7 months of employment (company covered expense)
Must be able to work full-time in the office Monday - Friday as this is not a remote or hybrid position
Professional dress attire is required

Preferred

Experienced in professional business writing preferred; including writing business plans and information memorandums
Proficient in financial-modeling, financial-analysis, and Excel
Commercial understanding and awareness of business and operations in various industries

Benefits

Paid time off
Standard holidays
Community service days
Highly competitive company subsidized medical, dental, vision, and AD&D insurance
401k with company matching
Flexible spending accounts
Flexible dependent care assistance accounts

Company

Benchmark International

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Benchmark International is one of the most powerful M&A firms.