Deloitte - Corporate Finance/M&A Role - CFA Practice

Work you'll do-

A career within CFA practice will provide a wide & valuable experience in an exciting and dynamic working & learning environment. The role will position you to support on all aspects of an M&A engagement which include the following activities:

- Support Deloitte member firms' business CFA practice

- Prepare transaction specific and marketing materials (teasers, information memorandum, pitch books, corporate profiles, and industry data and analyses)

- Identify potential financial and strategic buyers; perform in-depth company and industry research supporting specific client engagements and marketing opportunities

- Deliver and manage projects on various corporate finance initiatives and products including company profiles, target/buyer screenings, industry/thematic research, periodicals and sector dashboards, pitch material, etc.

- Build financial models, including relative valuation and other valuation assessments

- Serve as a critical project member for the execution and management of advisory projects; take ownership of projects by delivering quality output on a timely basis; ensure all end deliverables are thoroughly reviewed and are of highest quality;

- Work towards tight deadlines, adding value to complex and high profile projects

- Provide guidance, training and timely feedback to project team assignees

- Demonstrate strong business diagnostic skills and the ability to apply a logical and analytical approach to problem solving

Eligibility-

- Prior transaction related experience (2-4 years) in a corporate finance environment from a captive wall street, boutique or middle-market investment bank with a track record of academic and professional success

- Strong academic qualification (CA, CFA, CPA, Masters in Finance/Management/Economics); MBA from an accredited college/university preferred

Skills Required-

In order to be considered for this role, your competencies will cover the broad scope of CFA services, leveraging your professional background and skills such as:

- Excellent track record and strong academic achievements

- Excellent verbal and written communication skills

- Proven analytical and systematic problem solving skills

- Ability to quickly interpret and review financial statements and apply basic financial, accounting and valuation skills

- Working knowledge of data sources such as Capital IQ, Bloomberg, Mergermarket, Thomson etc. would be an asset

- Basic to advance knowledge of MS Office

- Interest in working in a challenging and dynamic environment

- Ability to work independently with minimal supervision and with staff at all levels of the organization

- Proactive and an inquisitive mind, with a passion to provide world class client service