M&A Analyst: Fast-Paced Deals with Growth Path

Taureau Group

Milwaukee (WI)

On-site

USD 65,000 - 90,000

Full time

6 hours ago
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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

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.

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