Senior Analyst / Associate

McLean, Virginia, United States · Mergers & Acquisitions expand job description ↓


Job Responsibilities:

  • Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching companies.
  • Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
  • Marketing outreach efforts including some cold calling and email marketing.
  • Assist with managing deal pipeline.

Job Requirements:

  • Demonstrated financial background in M&A and/or accounting or finance.
  • Strong attention to detail.
  • Advanced skills in Microsoft Office (especially PowerPoint and Excel).
  • Ability to work in a fast-paced, ever changing, and challenging environment.
  • Self-motivated and proactive.
  • Excellent communications skills (written / verbal).
  • Collaborative team player.
  • Must have a positive can do attitude and strong work ethic.
  • Strong client management and analytical skills.


  • Series 79 and Series 63 preferred, but not required.

Educational/Previous Experience Requirements:

  • Bachelor's Degree in Finance or Accounting preferred, but not required.
  • Minimum of 2 years of mergers and acquisitions related experience preferred, but not required.
  • Previous industry experience with Aerospace / Defense / Government Contracting transactions preferred, but not required.

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