Investment Banking Analyst
Plante & Moran, PLLC (Cleveland, Ohio)

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P&M Corporate Finance, LLC (“PMCF”) is the investment banking division of Plante & Moran, LLC, the nation’s 12th largest accounting and professional services firm headquartered in Southfield, Michigan. With over 1,500 employees, Plante & Moran operates 16 offices across Illinois, Michigan, and Ohio and brings to market a wide array of services ranging from assurance, real estate management, consulting, wealth management, investment banking, and more. PMCF serves as the investment banking group offering merger and acquisition advisory services to middle market clients. PMCF has approximately 25 bankers in the group, making it one of the largest middle market focused investment banks in the Midwest.

The Analyst focuses on building financial models using the PMCF proprietary modeling tool (Excel based), conducting industry and company research, and assisting in the writing of Offering Memorandums and other transaction related documents.

Development and manipulation of financial models includes conducting Discounted Cash Flow analyses and Leveraged Buyout Analyses to determine company valuations for financing, deal structure and terms, and cash flow feasibility. This activity includes entering historical financial information, forecasting future periods and developing sound assumptions after checking the model for validity and correctness.

Research activities include identifying strategic and financial buyers, creating industry overviews, identifying buying trends, and engaging business development research. Information is obtained through various internal and external databases, Internet searches, and available publications. Analyzing obtained information for effective use in transaction process is an essential component in an Analyst’s job.

The Analyst will also write assigned sections of marketing and selling documents detailing very specific attributes of target and client companies to entice M&A action. Under the direction of senior team members, this may include the creation of charts and other visuals, financial data, formatting and presentation of final document.

Additional written communication responsibilities may include some involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagements letters, proposals and management presentations.

Verbal and personal communication may consist of contact with potential buyers, financial institutions, attorneys, internal P&M service groups, and clients. Discussion topics may include requests for information, reviews of financial models created, reviews of financial models created, telephone calls and faxes to companies on buyer’s list, discussions of timelines and processes, status and updates and scheduling of meetings.

Required Skills:Thorough understanding of financial statement analysis and accounting methodsStrong analytical skillsExcellent working knowledge of Excel to develop financial models, spreadsheetsExcellent working knowledge of Word and PowerPoint to create and edit documentsPossess business writing acumen to include proper grammar, style, and presentation to develop effective written communicationsEfficient use of research databasesAbility to manage multiple tasks and projects within a defined timelineStrong interpersonal skills to effectively interact with clients, peers and other contactsPersonal Qualities:Strong work ethicTeam-orientated attitudeProfessionalismInitiativeDependable and conscientiousAttention to detailRequired Education:

Bachelor’s Degree in Accounting or Finance

PLEASE APPLY ONLINE AT:

https://planteandmoran.recruitmax.com/eng/careerportal/Job_Profile.cfm?szOrderID=253114

Our Benefits and Culture:

Our goal is to be the firm-of-choice for current and potential clients and staff. We are deeply committed to our client's success and to help our staff members realize professional and personal fulfillment. We strive to provide an environment that embraces and effectively manages human differences and promotes thought, creativity, and client service. To that end, we offer a number of great benefits, including the choice of several different health care benefit plans and dental and vision coverage. Other benefits include: Short-Term and Long-Term DisabilityBasic Life and Optional Life Coverage 401(k) Tax Savings Plan and Matching Contribution Flexible Benefits Plan Athletic Reimbursement Program Generous Paid-Time-Off PolicyWe thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

P&M Corporate Finance, LLC, an affiliate of Plante & Moran, PLLC, is an Equal Opportunity Employer. It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran's status, or status within any other protected group.