Overview

Duties and responsibilities include: Collaborate with all members of the Colchester team on engagements involving wealth management firms, alternative investment management firms, and traditional investment management firms. Handle day-to-day execution of M&A and valuation engagements for these firms, including valuation, financial analysis, client materials, due diligence, transaction process management, and coordination with clients and their advisers. Exercise judgment over engagement execution, analytical approaches, priorities, and Analyst and Associate work product; major decisions are reviewed with Directors and Managing Directors. Direct and review the work of Analysts and Associates, including assigning tasks, setting deadlines, and reviewing financial analyses and client materials. Reports to a Director or Managing Director. Prepare and review investment memoranda and financial projections. Draft and review investment memoranda and client presentations summarizing the target's business, financial performance, valuation conclusions, and transaction considerations. Develop and review financial projections based on historical trends and management input, valuation analyses, transaction value and structure analysis/comparison models, and funds flow models. Techniques and technologies: comparable-company analysis, precedent transactions, discounted cash flow (DCF), and sensitivity analysis, using Microsoft Excel and PowerPoint and data from S&P Capital IQ, Preqin, Discovery Data, and Kroll. Determine methodologies and assumptions; review and approve Analyst and Associate work before Director or Managing Director review; and recommend conclusions to the Director or Managing Director. Assemble and create due diligence materials. Manage due diligence request lists, review financial information, and develop follow-up questions. Coordinate diligence responses with clients and counterparties. Use virtual data rooms, diligence trackers and checklists, Microsoft Excel, and S&P Capital IQ techniques including variance and trend analysis of historical financial statements. Perform analysis of business and financial and structural transactions terms. Evaluate valuation, purchase price, transaction structure, form of purchase price, and transaction scenarios to assess the financial and structural terms of proposed transactions so the client can determine whether the terms are acceptable and how to negotiate them. Techniques used: scenario and sensitivity analysis, returns analysis, and comparison of alternative structures (e.g., cash vs. equity consideration, earnouts, rollover equity), using Microsoft Excel (data tables and net present value (NPVNPV and IRR functions) and S&P Capital IQ data. Coordinate with the client's legal and tax counsel to review term sheets and financial transaction documents. Review indications of interest, letters of intent, and definitive transaction documents. Coordinate with the client's legal and tax counsel regarding financial and structural topics, including how transaction structure and consideration affect deal economics. Purpose of the review: confirm the documents accurately reflect the agreed deal economics and identify issues involving valuation, purchase price, consideration, adjustments, earnouts, rollover equity, or other financial terms. Develop the skills required to lead client engagements and generate new business opportunities for the firm. MINIMUM REQUIREMENTS: Education: A masters degree (U.S. or foreign degree equivalent) in economics, finance, or a closely related field. Experience: Two years of experience in an investment banking occupation performing financial analysis and modeling. Or in the alternative: Education: A bachelors degree (U.S. or foreign degree equivalent) in economics, finance, or a closely related field. Experience: Four years of experience in an investment banking occupation performing financial analysis and modeling. SKILLS/SPECIAL REQUIREMENTS: Experience must in