Analyst – Production M&a

Analyst – Production M&a

Requirements

• Bachelor’s degree in business, finance, accounting, real estate, or related field strongly preferred
• MBA or Masters degree with emphasis in finance, accounting meaningfully considered
• 1-2 years of investment banking, M&A, or related experience required
• Ability to work well under pressure, stay organized, and adjust to varied workloads
• Position requires focus and attention to detail, an independent, self-starter mindset, and the ability to thrive in a fast-paced environment
• Candidate must demonstrate integrity, a professional demeanor, a positive team-based attitude and the ability to maintain confidentiality in all respects
• Initiative and strong sense of personal motivation as well as responsibility

Responsibilities

• Perform comprehensive financial analysis and valuations for M&A transactions
• Creation of offering memoranda, management and board presentations, pitch books (PowerPoint), and other material relevant to originating and executing M&A transactions such as due diligence support
• Deal management from pitch to closing including day-to-day interactions with Lument’s banking staff, buyers, sellers, and other deal participants
• Review and summarization of legal documents
• Track industry developments, trends, and comparable transactions
• Involvement in M&A team strategic initiatives to continue growth trajectory
• Work professionally and harmoniously with team and coworkers
• Other projects and duties as assigned

Preferred Qualifications

• Work experience in the senior care and/or other healthcare real estate sectors is preferred, but not required
• FINRA Series 79 and 63 required within 60 days of start date