Project Associate/ Senior Project Associate

The Project Associate/Senior Project Associate for mergers and acquisitions conducts research, analyzes financial data, develops valuation models, and supports due diligence processes.

Qualifications:

• Candidate must possess at least a Bachelor's/College Degree in Management, Accounting, Finance, Management Engineering, or its equivalent.
• Preferably a Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA).
• Must have at least 5 years of work experience.
• Must have the ability to prepare financial/valuation models.
• Must be able to prepare materials for presentation to the team/management.

Duties and Responsibilities:

• Research specific companies/industries/topics assigned
• Gather data needed for analysis (e.g., industry and company data, market data on comparable companies, financial information)
• Prepare a company profile and assist in providing an assessment
• Review financial statements and prepare a financial analysis
• Develop a dynamic, user-friendly DCF valuation and simulation models with various scenarios and sensitivities
• Research, develop, and present valuation of the company using methodologies other than DCF (e.g., multiples, benchmarking with peers)
• Research and calculate WACC
• Review, analyze, and comment on the valuation model of the counterparty
• Draft briefing and presentation materials
• Assist in preparing and monitoring the due diligence list
• Coordinate with internal team and/or external advisors (re: questions, requests for information, documents for data room, meeting schedules, site visits, etc.)
• Coordinate and monitor Q&A activities and IRL process
• Review documents provided in or for the data room
• Participate in the conduct of due diligence
• Identify red flags based on due diligence review
• Coordinate and summarize the red flags/due diligence findings by the team
• Present to superiors in CMA or to project teams, when directed to
• Provide preliminary comments on confidentiality agreements
• Ensure highest level of confidentiality of information and projects
• Handle administrative matters, including coordinating meetings and preparing/anticipating requirements for the meeting
• Perform other related tasks that may be assigned by the superior