M&A Associate – Consumer

• Drive work forward in partnership with analysts across multiple client engagements
• Maintain high exposure to clients and senior bankers
• Support the full lifecycle of M&A and private capital advisory engagements
• Lead multiple work streams while maintaining quality
• Build trusted relationships across deal teams and firm colleagues
• Deliver accurate, high-quality, client-ready work products
• Manage work streams and deadlines for consistent, on-time execution
• Translate data and analysis into actionable insight, deal strategy, and client recommendations
• Attend deal team meetings in person and respond quickly to emails and calls
• Participate in structured training and ongoing professional development

• University / college degree typically required
• 5+ years of industry-relevant experience typically required
• Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• Ability to work in the U.S. without sponsorship
• Demonstrated academic performance and prior work experience
• Proficiency with Excel formulas, data validation, tables, and conditional formatting
• Ability to build clear, client-ready materials in Power Point
• Working understanding of income statement, cash flow statement, and balance sheet connections
• Willingness to deepen accounting, valuation, and financial modeling expertise
• Ability to identify trends in complex data sets using tools such as Capital IQ and Fact Set
• Comfort using and directing AI tools while retaining ownership of quality, accuracy, and judgment
• Ability to articulate ideas clearly and tailor communication to the audience
• Ability to work on-call, attend in-person meetings, and work long hours
• No required certifications or licenses

Demonstrates expertise in M&A and private capital advisory engagements, with strong capabilities in financial modeling, data analysis, and client communication. Proven ability to manage multiple work streams and deliver high-quality, client-ready materials under tight deadlines.

• M&A Engagements
• Financial Modeling
• Data Analysis
• Client Communication

• Financial Modeling
• Data Analysis
• Excel Formulas
• PowerPoint Presentation
• Income Statement Understanding
• Cash Flow Statement Understanding
• Balance Sheet Understanding
• Valuation Expertise
• Trend Identification
• Client-Ready Materials

• Relationship Building
• Clear Articulation
• Time Management
• Adaptability
• Collaboration

• M&A
• Private Capital Advisory
• Client Engagement
• Data Validation
• On-Time Execution

• Capital IQ
• Fact Set
• AI Tools