Analyst

Taureau Group, LLC; Indiana (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

Taureau Group, LLC is seeking an Analyst to support the M&A team on transactions, including valuations, models, and client presentations. This role offers exposure to deal teams and opportunities for professional development.

You will build financial models, perform research, and help prepare marketing materials and analyses. A bachelor’s degree in accounting/finance and 1+ year of relevant experience are required.

Qualifications

• Bachelor’s degree in Accounting, Finance and/or Business.
• 1+ year of experience in investment banking, accounting, finance or similar role.
• Motivated, self-starter with long-term growth potential in a deal-focused firm.

Responsibilities

• Provide support for day-to-day management and execution of M&A transactions.
• Assist in preparing valuations, financial models, marketing materials and client presentations.
• Build relationships with clients and advisors; perform company and industry research.

Skills

Financial analysis

Excel & PowerPoint

CRM & CapIQ

Education

Bachelor’s degree in Accounting, Finance and/or Business

Tools

Salesforce

CapIQ

Job description

Join our award-winning team! Voted one of Milwaukee’s Best Places to Work for five consecutive years (2021 – 2025), and one of Milwaukee’s Best and Brightest Companies to Work For in 2022 and 2023, Taureau Group provides team members the opportunity to build a long-term career in an energetic and challenging atmosphere that values both individual effort and teamwork.

The Analyst is an integral part of the M&A team providing support for investment banking engagements and transactions. This position will work closely with senior team members on projects including business sales and divestitures, acquisitions, and recapitalization. Providing hands‑on and real‑world experience, the position will allow for career growth and professional development across business, financial analysis, communications, marketing, and sales skillsets. The Analyst will be given increasing responsibility over time and high performers can expect career advancement opportunities.

Principal Accountabilities

• Provide support for the day‑to‑day management and execution of M&A transactions
• Assist in the preparation of company valuations, financial models, company marketing materials and client presentations
• Perform company and industry research
• Prepare, analyze, and explain historical and projected financial information
• Build relationships and maintain up to date contact and guidance with clients and professional advisors
• Engage in ongoing personal development in line with firm’s growth and development strategy

Qualifications

Education/Certification/Licensure

• Bachelor’s degree in Accounting, Finance and/or Business

Experience Required

• 1+ year(s) of experience in investment banking, accounting, finance or similar role

Knowledge And Skills Required

• Motivated, self‑starter looking for long‑term growth within a successful, industry‑focused investment banking firm
• Strong financial analysis skills and knowledge of accounting
• Proficiency in Microsoft Excel and PowerPoint is required
• Experience with CRM systems (e.g., Salesforce) and research platforms (e.g., CapIQ) is a plus
• Exceptional critical thinking skills
• Highly organized and able to prioritize and handle multiple projects at one time
• Strong attention to detail and time management skills
• Willingness to take on additional work outside the scope of the job description

Working Conditions

• Fast‑paced environment working both autonomously and as part of multiple deal teams
• Frequently working on multiple projects simultaneously with varying deadlines
• While demanding at times, Taureau Group believes in an appropriate balance between work and personal life outside the office

Intent And Function Of Position Descriptions

This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The Firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.

Position descriptions assist the Firm in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the Firm. Position descriptions are not intended as and do not create employment contracts. The Firm maintains its status as an at‑will employer and employment separations can occur for any reason not prohibited by law.