Private Equity Value Creation Associate – M&A Strategy

Jobtailor; California (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a strategic finance professional to analyze market trends, model deals, and guide post-merger integration for client engagements. The role emphasizes competitive analysis, value creation, and cross-functional collaboration.

You will work with Capital IQ to research industries, build deal analyses, and support leadership in strategic decisions while traveling up to 60% as needed.

Qualifications

• Bachelor's degree required; Master's/MBA preferred in Accounting, Analytics/Data Science, Business Admin, CS/IS, Economics, Engineering, Finance, Financial Mathematics, Law, Mathematics/Statistics, or Operations/Supply Chain
• Proficiency in financial modeling and analysis
• Experience utilizing Capital IQ for competitive analysis and market research
• Strategic planning skills in post-merger integration scenarios
• Strong communication and active listening with diverse teams
• Knowledge of acquisition strategies and customer due diligence processes
• Ability to monitor and analyze financial trends for value creation
• Willingness to travel up to 60%
• Must not require PwC sponsorship through the H-1B lottery

Responsibilities

• Analyze market trends and assess business opportunities to support strategic decisions
• Develop strategic frameworks for mergers, acquisitions, and restructurings
• Conduct financial modeling and statement analysis to evaluate deal structures
• Collaborate with clients to identify risks and opportunities in complex transactions
• Assist in strategies to optimize value creation in deal-making
• Gather and synthesize information to inform strategic recommendations
• Apply acquisition strategy and competitive analysis to enhance client outcomes
• Support post-merger integration for seamless transitions and synergies
• Perform scenario analysis to anticipate market shifts and adjust strategies
• Utilize Capital IQ for market research and industry trend analysis
• Contribute to client engagements and projects while developing technical knowledge and client relationships

Skills

Financial modeling

Market research

Scenario analysis

Value creation

Data synthesis

Communication

Active listening

Collaboration

Education

Bachelor's degree

Master's degree

MBA

Tools

Capital IQ

Job description

Jobtailor is seeking a strategic finance professional to analyze market trends, model deals, and guide post-merger integration for client engagements. The role emphasizes competitive analysis, value creation, and cross-functional collaboration.

You will work with Capital IQ to research industries, build deal analyses, and support leadership in strategic decisions while traveling up to 60% as needed.