What are the responsibilities and job description for the M&A Analyst position at The McLean Group?
Job Responsibilities:
- Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching companies.
- Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
- Marketing outreach efforts including some cold calling and email marketing.
- Assist with managing deal pipeline.
- Support various compliance and control initiatives across the organization.
Job Requirements:
- Strong attention to detail.
- Advanced skills in Microsoft Office (especially PowerPoint and Excel).
- Ability to work in a fast-paced, ever changing, and challenging environment.
- Self-motivated and proactive.
- Excellent communications skills (written / verbal).
- Collaborative team player.
- Must have a positive can do attitude and strong work ethic.
- Strong client management and analytical skills.
Licenses/Certifications:
- SIE, Series 79 and Series 63 preferred.
Educational/Previous Experience Requirements:
- Bachelor's Degree in Finance or Accounting preferred, but not required.
- 1 year of M&A or Transaction Advisory Services related experience strongly preferred.
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