Data Analyst – Corporate Development/M&A
The ideal candidate will have 3-5 years of related experience, ideally with a background in investment banking, private equity, or corporate development. This role offers a unique opportunity to contribute to Client investments in growth, including working with investors and private equity firms as well as evaluate future ThrivePass acquisitions.
Responsibilities:
- Prepare and manage the data room for prospective investors, ensuring all documentation is accurate, organized, and up to date.
- Collaborate with executive management to prepare for additional funding with private equity firms, including creating detailed financial analyses, presentations, and materials.
- Support the preparation and delivery of PowerPoint presentations for executive management and external stakeholders, and potential investors.
- Oversee aspects of post-acquisition integration to ensure smooth transitions and alignment with strategic objectives.
- Conduct market research and assess competitive landscapes to support M&A strategy development.
- Manage end-to-end transaction processes, including due diligence, financial assessments, and integration planning.
- Work cross-functionally with teams, including legal, finance, sales, relationship management and operations, to support transaction execution and integration.
- Assist in identifying and evaluating potential acquisition targets and conducting financial modeling and valuation analysis.
- Serve as a point of contact for external advisors, including investment bankers, consultants, and auditors.
- Develop findings and recommendations that are clearly able to be communicated to diverse audiences, including executive teams and board members.
Requirements:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA or CFA certification is a plus.
- 3-5 years of relevant experience in investment banking, private equity, or corporate development.
- Proficiency in financial modeling, valuation techniques, and M&A analysis.
- Exceptional organizational skills and attention to detail, particularly in managing data rooms and documentation.
- Strong PowerPoint skills and experience creating presentations for executive and investor audiences.
- Excellent communication and interpersonal skills, with the ability to work collaboratively with senior leadership and cross-functional teams.
- A strategic mindset with the ability to balance immediate project demands with long-term goals.