Transaction Support Analyst

Benchmark International; Los Angeles (CA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Company-subsidized insurance

401k with company matching

Job summary

Benchmark International is seeking a highly analytical M&A Transaction Support Analyst in Los Angeles. This role requires gathering and analyzing sensitive client data to prepare for potential sales, conducting financial analysis, and developing marketing materials.

Candidates should possess a Bachelor's degree in Finance or related fields, with 1-3 years of experience and strong analytical and communication skills. The position offers a salary of $65,000 to $75,000 along with competitive benefits and is full-time on-site.

Qualifications

• 1-3 years of experience in investment banking, transaction advisory, or corporate finance.
• Ability to read and interpret business periodicals and industry reports.
• Experience in professional business writing.

Responsibilities

• Develop and maintain client relationships to meet expectations.
• Gather information for thorough analysis and client promotion.
• Analyze client's financial situation and prepare financial statements.

Skills

Analytical skills

Communication skills

Mathematical skills

Interpersonal skills

Presentation skills

Education

Bachelor’s degree in Finance, Economics, or Accounting

Tools

Microsoft Excel

Job description

Benchmark International is looking for a highly analytical, detail‑oriented sell‑side M&A Transaction Support (TS) Analyst to add to our growing team. The TS Analyst will collect, analyze, summarize, and discuss clients’ most sensitive data, preparing clients for potential sale. Pulling key attributes from financial statements, contracts, and other corporate documents, the TS Analyst will identify risks and opportunities related to a sale. The Analyst will also help with various financial activities related such as deal analysis, working capital analysis, and other tasks needed to serve our clients. This role is ideal for someone who thrives in a dynamic environment, enjoys solving complex financial and operational challenges, and wants to play a meaningful part in high‑impact transactions. As a key contributor to our deal team, you will help prepare businesses for market, support the execution of M&A processes, and ensure buyers receive accurate, compelling information throughout the lifecycle that positions our clients for successful outcomes.

In this position, you will work across financial analysis, data management, due diligence coordination, and the development of marketing materials that highlight the value of our client’s business. This is an excellent opportunity to build deep experience in M&A while working alongside seasoned professionals who are committed to developing your skills and accelerating your career.

Your specific duties will include

• Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
• Gather comprehensive information about the client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
• Prepare and routinely update client marketing materials (e.g., Confidential Information Memorandums (CIMs) and teasers), financial statements, and business intelligence reports focusing on the company’s strengths and opportunities.
• Analyze client’s financial situation, including historical, current and expected future performance, and prepare financial statements.
• Organize and maintain the virtual data rooms (VDR) to ensure accuracy and completeness.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices, and procedures.
• Perform other duties as assigned.

Job Requirements

As a TS Analyst, you must be a highly energetic and passionate individual with a positive and highly motivated ‘can‑do’ attitude. You must have a strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an Analyst that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills as well as presentation abilities.

The TS Analyst is a client‑facing role that must be able to communicate difficult information with professionalism, manage each client’s unique sensitivities, and keep each engagement progressing smoothly through the company’s process.

Specific qualifications include

• Bachelor’s degree with a concentration or advanced degree in Finance, Economics, or Accounting.
• 1‑3 years of experience in investment banking, transaction advisory, corporate finance, or a similar analytical role.
• Ability to read, analyze, and interpret general business periodicals, professional journals, and industry reports.
• Ability to write reports and business correspondences, and effectively present information and respond to questions from internal and external stakeholders.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Proficient in reviewing and interpreting financial statements (income statements, balance sheets, cash flow statements), internal financial reports, and tax filings to assess business performance and financial health.
• Advanced proficiency in Microsoft Excel; strong computer skills across email, word processing, databases, record‑keeping, and presentation software.
• Ability to handle multiple client assignments simultaneously.
• Ability to handle multiple workstreams with a rigorous schedule of deadlines.
• Experienced in professional business writing preferred, including writing business plans and CIMS and teasers.
• Prioritization and organization skills.
• General understanding and awareness of business and operations in various industries.
• No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
• Ability to obtain a Real Estate Salesperson License within prescribed time of employment
  (company-sponsored).
• Must be available to work on‑site Monday through Friday. This is a full‑time, in‑office position and is not remote or hybrid.
• Professional business attire is required.

This position offers a base salary in the range of $65,000 to $75,000 per year based on the candidate’s experience, qualifications, and overall fit for the role, with the opportunity to earn an additional end‑of‑year bonus based on team performance.

All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company‑subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.