Finance & Banking Associate, Financial Analyst

Join our award-winning team! Voted one of Milwaukee’s Best Places to Work for five consecutive years (2021 – 2025), Taureau Group provides team members the opportunity to build a long-term career in an energetic and challenging atmosphere that values both individual effort and teamwork.

• Lead day-to-day coordination and execution of M&A transactions from engagement through close, working directly with clients and senior bankers.
• Craft compelling confidential information memoranda, management presentations, and marketing materials that tell a company’s story to the right buyers.
• Conduct rigorous company, industry, and buyer/investor research that sharpens deal strategy and surfaces the best-fit counter parties.
• Build and stress-test historical and projected financial models, translating the numbers into a clear narrative for clients and buyers.
• Value companies using multiple methodologies — comparable companies, precedent transactions, discounted cash flow — and defend those conclusions in client and buyer conversations.
• Shape deal strategy and marketing approach alongside senior bankers, from positioning through negotiation.
• Build genuine relationships with clients, prospective clients, and professional advisors that outlast any single transaction.
• Pursue ongoing personal and professional development in step with Taureau’s growth — and your own trajectory toward leadership.

Taureau Group is a relationship-driven M&A advisory firm built on respect, trust, and transparency — where Associates work directly alongside senior bankers on every deal, not behind layers of hierarchy. We invest in real mentorship and readiness-based advancement, so your growth tracks your capability, not your tenure. You’ll get exposure to the full lifecycle of a transaction, direct client contact from early on, and a genuine path toward ownership and leadership within the practice — at a firm that takes deal intensity as seriously as work-life balance.

• Bachelor’s degree in Accounting, Finance or general Business; MBA preferred; FINRA licensing preferred.

• 2+ year(s) of experience in investment banking or Corporate M&A or broader experience adjacent to a corporate finance role.

• Exellent verbal and written skills
• Strong financial analysis skills and knowledge of accounting
• Motivated, self-starter with a desire to grow into leadership for the practice area
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

• Work is considered sedentary and performed mainly in a pleasant office environment with rare exposure to environmental factors
• Minimal safety hazards with general office working conditions
• Travel up to 15%

Intent And Function Of Position Descriptions

This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.

Position descriptions assist the company in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the firm. Position descriptions are not intended as and do not create employment contracts.

The firm maintains its status as an at-will employer and employment separations can occur for any reason not prohibited by law.