Analyst

Taureau Group; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Taureau Group in Milwaukee, WI seeks an Analyst to support investment banking engagements, including business sales, acquisitions, and recapitalizations. You will assist senior team members with valuations, financial modeling, client presentations, and market research.

Ideal candidates have a Bachelor’s in Accounting/Finance/Business and at least 1 year in investment banking, accounting, or finance. The role offers exposure to deal teams and opportunities for growth.

Qualifications

• 1+ year of experience in investment banking, accounting, finance, or a similar role.
• Strong financial analysis skills and proficiency in Excel and PowerPoint.
• Experience with CRM systems (Salesforce) and market research tools (CapIQ) is a plus.
• Motivated self-starter with interest in long-term growth within a boutique investment bank.

Responsibilities

• 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 with clients and professional advisors.
• Engage in ongoing personal development in line with firm’s growth and development strategy.

Skills

Valuation

Financial analysis

Deal coordination

Communication

Education

Bachelor’s degree in Accounting/Finance/Business

Tools

Excel

PowerPoint

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

The duties identified below are the essential responsibilities of the position:

• 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

The requirements listed below are representative of the knowledge and skills required. The individual must be able to successfully pass background checks.

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.