The Due Diligence Associate handles financial analysis, risk assessment, business review, and client transaction preparation. This role also supports the transaction closing team.
Assist in the fundamental underwriting (due diligence) and analytical efforts throughout the sell-side M&A process.
Work with transaction teams throughout the entire transaction process.
Develop and demonstrate an ability to consistently represent the firm at site visits and client meetings.
Design and create projection models based on communicated concepts.
Design and create new spreadsheet-based analytical tools based on communicated concepts.
Due diligence activities, including Client analysis including the identification of any inherent company/industry risks.
Organize all due diligence materials and upload them to the data room.
Draft the financial analysis as presented in the Confidential Information Memorandum – Preparation of reports, schedules, and final presentation materials as being available for ad-hoc reporting at the request of in-charges.
Communicate any identified risks or perceived issues and supporting those facts to others on the deal team.
B.S. in accounting or finance.
Aptitude for applying financial accounting, corporate finance, business analysis, and report writing to create and deliver valuation solutions.
Strong analytical and quantitative skills.
Self-motivated with the ability to handle and thrive with increased independence.