Corporate Finance Analyst

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Reporting to
: Senior Managers and Managing Partner .

Department
: Corporate Advisory, Mergers & Acquisitions

Location
/
Business Unit
: Melbourne CBD.

Job Level
: Analyst/Associate

BACKGROUND & ROLE PURPOSE:

An established and growing boutique Corporate Finance Advisory firm requires a
Corporate Finance Analyst
to support and coordinate the day to day operations of the business. Due to client demand and growth, an exciting opportunity has arisen to support an entrepreneurial senior leadership team who provide M&A & Financial Advisory services (capital raising, M&A, trade sale / exits etc.) for high growth, dynamic & entrepreneurial clientele and family offices with strong exposure to cross border M&A (c. 50% of workflow)

You'll be supported by some great minds / Directors of which, have embedded process and created systems to help you transition into the role / company.

Why consider this role?...

- 
Build a lifelong career with a highly reputable and experienced Corporate Finance Advisory firm that will invest in your development

- 
Broaden your skills with a wider remit and responsibility than a typical IB – exposure to all deal phases from origination to closing, as well as client engagement from day one

- 
High performers will achieve above average earnings with a generous and transparent performance based bonus structure

- 
Friendly environment with a strong focus on work/life balance

RESPONSIBILITIES

Building detailed financial models and related financial analysis

Drafting information memorandums, pitch materials and other deal materials

Co-ordinate the due diligence process and data room management

Researching, compiling and presenting industry knowledge and market intelligence

Effectively managing and building relationships with clients and participating in client meetings

Other general office duties

Estimated activities to be split % wise as follows (Year 1);

% Project Management – including internal team and external client liaison

% Financial Modelling

% Presentation – creating/presenting

% Data orientated tasks (research, due diligence etc.) and office coordination/management

BACKGROUND & ROLE PURPOSE:

An established and growing boutique Corporate Finance Advisory firm requires a
Corporate Finance Analyst
to support and coordinate the day to day operations of the business. Due to client demand and growth, an exciting opportunity has arisen to support an entrepreneurial senior leadership team who provide M&A & Financial Advisory services (capital raising, M&A, trade sale / exits etc.) for high growth, dynamic & entrepreneurial clientele and family offices.

You'll be supported by some great minds / Directors of which, have embedded process and created systems to help you transition into the role / company.

Why consider this role?...

- 
Build a lifelong career with a highly reputable and experienced Corporate Finance Advisory firm that will invest in you

- 
Broaden your skills with a wider remit and responsibility than a typical IB – exposure to all deal phases from origination to closing, as well as client engagement from day one

- 
High performers will achieve above average earnings with a generous and transparent bonus structure

- 
Friendly environment with a strong focus on work/life balance

RESPONSIBILITIES

Building detailed financial models and related financial analysis

Drafting information memorandums, pitch materials and other deal materials

Co-ordinate the due diligence process and data room management

Researching, compiling and presenting industry knowledge and market intelligence

Effectively managing and building relationships with clients and participating in client meetings

Other general office duties

Estimated activities to be split % wise as follows (Year 1);

% Project Management – including internal team and external client liaison

% Financial Modelling

% Presentation – creating/presenting

% Data orientated tasks (research, due diligence etc.) and office coordination/management

Relationships, Special Requirements & Competencies

Key relationships:

     Managing Partner

    Senior Managers

     Intern (support function)

     Client portfolio

Special Requirements:

      N/A – flexi work times provided if required

Competencies:

     
Resourcefulness
-
figuring out how to get over, around, or through barriers to success, and then doing it.

     
Attention to Detail
-
minimize risk of errors

     
Effective Communication
–
inclusive and proactive

     Demonstrate effective
interpersonal skills
ie
Teamwork -

inclusive, collaborative, helpful

     
Flexibility
&
Adaptability -
adapting to change, staying calm

     
Takes Personal Responsibility
-
resilient and accountable

     
Problem solving
&
problem management

KRA themes:
Agreed milestones linked to initiatives;

Measurements

FIRST 60 DAYS

 Familiarise yourself with the client portfolio and key stakeholders

 Understand how the team operates

 Get up to speed on the current deals and ask questions

 Understand your responsibilities and the team expectations

30-60 DAYS

 Proactively engaging on the key responsibilities

 Build and maintain strong realtionships with key stakeholders at the client(s)

60-90 DAYS

 Establish an effective operating rhythm with the support team and the day to day operations

 Embed process and create structure for a less reactive environment

 Run fully independent on key responsibilities

About You (skills & experience required)

ESSENTIAL

Degree qualified in either Accounting or Finance from tope tier university

A career background in Accounting or Corporate Finance or 'Big 4'

consulting

Project coordination and the abilities to handle a diverse range of tasks while staying organised

Preparation of required material (data rooms, IM's, financial models,

target lists, presentations) to support live deals

Financial Modelling (3-way models, historical analysis, Revenues and expenses forecasting, cashflow, DCF, multiples valuations)

Laser focus on detail without getting stuck in the detail

Tech savvy enough to work with data, create presentations efficiently, prepare research results etc.

An open mindset, a thirst for learning and trying new things, intrapreneurial, light-hearted and fun.

DESIRABLE

Previous Investment Banking or Tier 1 or 2 Consulting firms experience

SW packages such as MS Office