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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial modeling skills and proficiency in Excel and PowerPoint to support M&A transactions and client presentations. Possesses excellent analytical, problem-solving, and communication abilities to facilitate effective client interactions and project management.
Highest-signal resume keywords
Financial Modeling SkillsM&A Transaction ExperienceProficiency In PowerPointAnalytical And Problem-Solving AbilitiesClient Service Orientation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisTransaction SummariesValuation TrendsFinancial MetricsDetailed AnalysesExcelPowerPointPitch MaterialsResearch ToolsClient Presentations
Soft Skills
Written CommunicationVerbal CommunicationProject ManagementTime ManagementTeamwork
Tools & Technologies
Capital IQPitchBook
Certifications & Qualifications
CFA Level I Candidate
Industry Keywords
Investment BankingM&ACapital RaisingCorporate DevelopmentAdvisory Services
About the role
Key responsibilities & impact- Support end-to-end execution of client transactions, including M&A and capital-raising initiatives
- Prepare financial analyses, transaction summaries, supporting documentation, and trading comparable multiples
- Develop sell-side pitch materials highlighting strategic opportunities and value propositions
- Prepare slides and assist senior team members with client-facing presentation materials
- Conduct industry, market, and product research on current events, valuation trends, financial metrics, and competitive landscapes
- Gather financial data, perform detailed analyses, and support execution of M&A deals, IPOs, private equity settlements, and other advisory services
- Assist senior bankers with business development activities, background materials, and opportunity identification
- Facilitate communication between clients, advisory teams, and internal stakeholders
- Support timelines, deliverables, and high-quality outputs under tight deadlines
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Business, or related field
- At least 2 years of relevant experience in investment banking, management consulting, corporate development, accounting, or valuation
- Previous exposure to M&A transactions or relevant internship experience is highly preferred
- Strong financial modeling skills in Excel
- Proficiency in PowerPoint for creating client-facing materials
- Familiarity with financial databases and research tools (e.g., Capital IQ, PitchBook) is a plus
- Fluent/advanced English required (written and verbal)
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Effective project and time management skills
- Ability to work independently in a fast-paced, high-pressure environment
- Strong client service orientation and teamwork mindset
- CFA Level I candidate or higher (preferred but not required)
Benefits
Comp & perks- Fully remote work 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score