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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 PowerPoint for creating high-quality client-facing materials. Capable of supporting M&A transactions and conducting detailed financial analyses while managing project timelines and deliverables effectively.
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 AnalysisFinancial ModelingM&A TransactionsValuationCapital-Raising InitiativesPrivate PlacementsDetailed AnalysesMarket ResearchPresentation MaterialsClient Engagement
Soft Skills
Excellent Communication SkillsProject Management SkillsTime Management SkillsTeamwork MindsetAbility to Work Independently
Tools & Technologies
ExcelPowerPointCapital IQPitchBook
Certifications & Qualifications
CFA Level I Candidate
Industry Keywords
Investment BankingCorporate DevelopmentManagement ConsultingAccountingAdvisory Services
About the role
Key responsibilities & impact- Support end-to-end execution of client transactions, including mergers and acquisitions (M&A) and capital-raising initiatives
- Work on M&A transactions, precedent deals, private placements, and fundraising initiatives by preparing financial analyses, transaction summaries, and supporting documentation
- Develop sell-side pitch materials highlighting strategic opportunities and value propositions to potential investors and buyers
- Prepare slides and assist senior team members with high-quality presentation materials for client meetings
- Conduct industry, market, and product research on current events, valuation trends, key 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 identifying client engagement opportunities
- Facilitate communication between clients, advisory teams, and internal stakeholders
- Support senior bankers in managing 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 is 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