Strategy Analyst - M&A & Market Insights

Forgent Power Solutions, Inc.; Vernon (CA); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Forgent Power Solutions, Inc. in Los Angeles, CA, is seeking a Senior Strategy Analyst for a full-time, hybrid role.

You will collaborate across operations, engineering, sales, procurement, and finance to frame issues, build analyses, and design pilots. Responsibilities include market sizing, competitive analysis, and supporting M&A diligence, with development of executive materials and robust financial models.

Qualifications

• 2+ years in management consulting, investment banking, corporate development, corporate strategy, equity research, or an adjacent analytical role.
• Bachelor's degree in business, economics, engineering, finance, or related field, or equivalent practical experience.
• Structured problem solving. Able to break an ambiguous issue into parts and work it methodically.
• Strong modeling skills and advanced PowerPoint skills.
• Comfort with ambiguity, shifting priorities, and multiple concurrent workstreams.

Responsibilities

• Support business initiatives from issue framing through workplan, analysis, solution design, and pilot.
• Partner with leaders across operations, engineering, sales, procurement, and finance to gather inputs and validate findings.
• Support M&A screening and diligence, including target identification, profiling on ownership, capacity, product fit, and strategic rationale, and preparing target briefings.
• Assist with strategy development, including market sizing, segmentation, competitive analysis, and where-to-play assessment.
• Conduct competitive intelligence on manufacturers, service providers, and channel partners.
• Develop executive and Board-ready materials in PowerPoint and Excel.
• Maintain team models and trackers with documented sources and version control.
• Track demand across data center, utility, and commercial and industrial end markets.

Skills

Structured problem solving

Modeling

PowerPoint

Ambiguity tolerance

Power BI

Tableau

SQL

Education

Bachelor's degree in business, economics, engineering, finance, or related field

Tools

Power BI

Tableau

SQL

Capital IQ

PitchBook

Job description

Forgent Power Solutions, Inc. in Los Angeles, CA, is seeking a Senior Strategy Analyst for a full-time, hybrid role.

You will collaborate across operations, engineering, sales, procurement, and finance to frame issues, build analyses, and design pilots. Responsibilities include market sizing, competitive analysis, and supporting M&A diligence, with development of executive materials and robust financial models.