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Financial Advisory Associate

2 weeks ago


Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

Job Overview

The role of Associate in our Corporate Finance team is a fantastic opportunity to develop your skills and expertise in the field of mergers and acquisitions. You will be working closely with our experienced professionals to provide expert advice to clients on complex financial transactions.

About the Role
  • We are seeking a highly motivated and ambitious individual who is passionate about finance and has a strong academic background. The ideal candidate will have 3-4 years of advisory experience within either an M&A, generalist or industry team.

  • You will be responsible for preparing, analyzing and helping explain historical and projected financial information, creating financial models, coordinating and performing business due diligence, and preparing confidential information memoranda, management presentations, marketing pitches and other presentations.

  • As an Associate, you will also be expected to value companies and businesses, lead the planning and execution of marketing engagements, build relationships and maintain direct contact with clients and prospective clients, professional advisors and other stakeholders.

  • We are looking for someone who is a strong communicator with excellent verbal and written communication skills in English, and who has advanced financial modeling and analytical abilities, including strong LBO and DCF modeling skills.

  • A fundamental understanding of financial valuation methodologies and applications, as well as the ability to work through key assumptions, implicit caveats and limitations is also essential.

Responsibilities

Key Responsibilities:

  • Prepare, analyze and help explain historical and projected financial information.

  • Create financial models.

  • Coordinate and perform business due diligence.

  • Prepare confidential information memoranda, management presentations, marketing pitches and other presentations.

  • Value companies and businesses.

  • Lead the planning and execution of marketing engagements.

  • Build relationships and maintain direct contact with clients and prospective clients, professional advisors and other stakeholders.

  • Supervise junior staff members in financial analyses.

  • Assist in the marketing and planning of engagements.

Requirements

Qualifications:

  • A strong academic track record and achieved a 2:1 or equivalent degree.

  • 3-4 years of advisory experience within either an M&A, generalist or industry team.

  • Fundamental understanding of financial valuation methodologies, and applications.

  • Advanced financial modeling and analytical abilities; strong LBO and DCF modeling skills.

  • Strong qualitative and quantitative research skills.

  • Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations.

  • Excellent verbal and written communication skills in English.

  • Strong knowledge of Excel.

  • Independent thinker and resourceful problem solver driven to succeed.

  • Strong work ethic, organizational skills and ability to multitask is crucial.

  • Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment.

What We Offer

We offer a range of benefits to our employees, including:

  • A competitive salary package.

  • Ongoing training and development opportunities.

  • A collaborative and dynamic work environment.

  • A comprehensive employee benefits program.

We are committed to equality and diversity in the workplace, and welcome applications from all qualified candidates.

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