Transactions Analyst

📋 Description

• Build and maintain relationships with bankers, brokers, CPAs, and attorneys who refer opportunities.
• Own the CRM; maintain contact data, relationships, and follow-up status.
• Track BD activity with dashboards and key metrics.
• Evaluate inbound opportunities against investment criteria using financial/operational screening.
• Prepare deal summaries, screening memos, and financial workbooks for reviews and LOIs.
• Communicate findings and flag risks and opportunities to the transaction team and C-Suite.

🎯 Requirements

• 2–4 years in finance or accounting (IB/transaction advisory/PE/VC) with buy-side exposure.
• Experience evaluating SMBs; calls with sellers and brokers.
• Experience in fast-paced/high-growth environments; owning projects.
• Strong analytical, organizational, and communication skills.
• Ability to prioritize and manage multiple deals; work independently.
• Preferred: CRM usage (Affinity), scalable processes, and marketing writing skills.

🎁 Benefits

• Competitive compensation and equity ownership.
• Comprehensive healthcare benefits.
• Paid parental leave.
• Meaningful opportunities for professional growth.