Investment Banking Support Analyst

Benchmark International is looking for an experienced and driven M&A Transaction Support Analyst to add to our growing team. As an Analyst, you will be a part of our busy office. The M&A Transaction Support Analyst will collect, analyze, summarize, and discuss Benchmark Internationals clients most sensitive data; preparing our clients to enter the mergers & acquisitions market. Pulling key attributes from financial statements, contracts, and other corporate documents; the Analyst will learn how to identify risks, value businesses, and set or adjust client expectations. The Analyst will also help with various financial activities related such as deal analysis, working capital analysis, and other task needed to serve our clients.

Job Responsibilities

Your experience throughout the years will be a great resource for the Benchmark team, however as an Analyst, you will act under the instruction of and be trained by Benchmark Internationals experienced leadership team, with combined experience of over 40 years in the M&A markets.

Your specific duties as an Analyst will include:

• Develop and maintain client relationships by communicating effectively via phone and email to support both buyer and seller expectations.
• Gather comprehensive information about clients’ businesses through multiple sources to ensure an effective and accurate analysis for client promotion.
• Prepare and routinely update marketing collateral, financial summaries, and business intelligence reports, focusing the company’s strengths and opportunities.
• Analyze and summarize clients’ financial statements, including but not limited to balance sheets, income statements, cash-flow statements, receivable aging reports, asset registers, and backlog reports.
• Ensure Benchmark International’s CRM system is continually up to date.
• Provide market guidance on accounting, financial, and M&A matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge and skills.
• Comply with all policies, practices, and procedures, and report all unsafe activities to supervisor or manager.
• Perform other duties as assigned.

As an Analyst, you must be highly energetic and passionate individual with a positive and highly motivated ‘can do’ attitude. You must have the strong desire and ambition to succeed in this hugely rewarding industry. It is also vital for your role as an Analyst that you possess excellent verbal and written communication, analytic, mathematical, and interpersonal skills as well as presentation abilities.

Specific qualifications for the Analyst include:

• Must be able to work in the office 100% of the time as this is not a remote or hybrid position (professional business attire required).
• Possession of or ability to obtain a California Real Estate license within a specified period (company covered expense).
• Required to maintain California Real Estate license (company covered expense).
• Ability to read, analyze, and interpret business financial statements, business contracts, general business periodicals, professional journals, and regulations.
• Ability to create written summary reports, marketing collateral, and business correspondences.
• Ability to effectively present information and respond to questions from managers, clients, buyers, and others.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to calculate and present common M&A and business metrics such as discounts, interest, commissions, percentages, and common ratios.
• Experience in professional business writing preferred, such as writing business plans, company annual reports, and/or M&A confidential information memorandums (CIMs).
• Proficient personal computer skills including Microsoft Office suite of products, CRM, electronic mail, calendar, recordkeeping, routine database activity, word processing, spreadsheets, presentations, and graphics.
• Ability to effectively manage multiple tasks simultaneously.
• Ability to handle rigorous schedules and deadlines.
• Prioritization and organization skills.
• Proficient in financial modeling and analysis in Microsoft Excel.
• Demonstrated business and financial acumen.
• No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
• The ability to effectively communicate with internal and external stakeholders, and the ability to influence others.
• Must possess good time management and prioritization skills.

Compensation

This position will receive salary in the range of $60,000 to $70,000 and an additional end-of-year bonus if the team’s target is achieved. On target earnings are in the range of $65,000 - $75,000.

Benefits

All Benchmark International positions offer paid time off, standard holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending accounts; and flexible dependent care assistance accounts. Quarterly team outings and standing desks are employee favorites at present.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passions for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.

Unfortunately, Benchmark International is not in a position to sponsor visas for candidates in its office at this time.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunities include, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The Company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.