Acquisitions Analyst Job Description
Acquisitions analyst
provides support during the contract negotiation process Evaluation of investment yields, NPV, IRR and profitability of potential industrial real estate investments utilizing Argus & Excel.
Acquisitions Analyst Duties & Responsibilities
To write an effective acquisitions analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included acquisitions analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Translating excel into management level presentations
Executing and supporting the origination of Technology M&A transactions including public and private sell-sides, buy-sides
Analyzing companies in the technology industry and working directly with the Technology coverage team
Organizing and maintaining key logistical elements around process management and team coordination
Provide analytical support to senior management and principals
Compile due diligence and market information
Prepare site development and project feasibility analyses
Develop and manage relationships with real estate investors, brokers, consultants and financial institutions
Assist in preparing necessary schedules for offering plans
Assist in reviewing agreements and contracts
Acquisitions Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Acquisitions Analyst
List any licenses or certifications required by the position: CPA, DAWIA, MBA, CFA, CMA, CISSP, PMP
Education for Acquisitions Analyst
Typically a job would require a certain level of education.
Employers hiring for the acquisitions analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Real Estate, Business, Management, Business/Administration, Engineering, Education, MBA
Skills for Acquisitions Analyst
Desired skills for acquisitions analyst include:
Excel
Argus
Microsoft Excel
PowerPoint
Real estate cash flow modeling using Excel and Argus
Microsoft Office Suite
DoD 5000.02 processes and procedures
Multifamily property operations
USAF weapon system acquisition
Accounting
Desired experience for acquisitions analyst includes:
Facilitate the board approval process for all acquisitions, including review, analysis and communication to London Management team
Responsible for walking London management team through the submitted packs
Responsible for tracking all approved deals and investment values
Maintain and build GL models, including review of key assumptions and alignment to Budget process
Technical proficiency in advanced Financial Analysis and Modeling ( MSOffice tools)
Identify and develop acquisition, divestment and business development opportunities in partnership with Global Strategy, Corporate Strategy, Corporate M&A, Operations and other internal or external groups
Acquisitions Analyst Examples
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Acquisitions Analyst Job Description
Job Description Example
Our growing company is looking for an acquisitions analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for acquisitions analyst
- Compiles and analyzes data regarding companies to be acquired
- Conducts due diligence and uses this information to develop integrated revenue/expense analyses, projections, reports, and presentations regarding the impact of a merger/acquisition on the organization
- Support all aspects of the deal process including initial seller contact, developing valuation, deal structure, due diligence, deal approval, contract negotiation, post–closing transaction, and communication (internal and external)
- Work with potential sellers to quickly develop an understanding of the business, including all financial and operational information impacting the business value
- Prepare due diligence report and presentation to Executive Management and Board for approval
- Two or more years Investment banking or M&A experience
- Finance degree or MBA
- Previous experience in business valuation, private equity or merger & acquisition for corporate development beneficial
- Part of a national Mid Market M&A team, supporting team based in Toronto and other offices
- Assist in preparation of internal and external marketing materials
Qualifications for acquisitions analyst
- Understanding of basic corporate finance (NPV, IRR)
- Support / influence in the deal making process, across all A&R teams
- Use financial and company information systems such as Bloomberg or Factset and ASIC company reports
- Assess and prioritise targets based on acquisition and alliance strategy criteria
- Represent the business in discussions with representatives of potential target companies
- Maintain the corporate record of potential targets and interactions with those targets
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Acquisitions Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of acquisitions analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for acquisitions analyst
- Providing financial analysis and market research support to the Mergers & Acquisitions team
- Building financial models and applying rigorous analysis to various strategic scenarios including mergers and acquisitions, partnerships, and other strategic initiatives
- Compiling and analyzing data regarding new markets, new technologies or new companies to be acquired
- Conducting due diligence using this information to develop comprehensive valuation, working capital and full forecast P&L models
- Commercial analysis (commodity differentials, operating expense analysis, gas shrink, ) and valuation (precedent transactions and discounted cash flow analysis)
- Presentation/pitch book creation
- Part of a national Mid-Market M&A team, supporting team based in Montreal and other offices
- Serve as the lead analyst in the development of Quality of Earnings (QofE) reports
- Serve as an analyst on multiple projects at once
- Oversee less experienced team members and peers
Qualifications for acquisitions analyst
- M&A and/or Growth Strategy experience from a leading management consultancy or investment bank
- In-depth understanding of M&A valuations
- Strong commercial rigour and business acumen
- Demonstrates strategic expertise in understanding the operations from a financial and commercial perspective
- 1 year of experience in Technology and/or M&A investment banking
- Minimum of 3 to 5 years of experience in transaction-based environment such as investment banking, private equity, or equivalent
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Acquisitions Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of acquisitions analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for acquisitions analyst
- Support accounting process to bring target onto PH&S financials, including providing technical accounting advice on the allocation purchase price
- In-depth analytical analyses involving advanced Excel modeling of potential acquisitions and developments, including joint venture waterfalls and promote structures
- As needed, participate in the enterprise valuation of the target, for purposes of determining a purchase price and/or for the purposes of accounting for the transaction
- Developing Acquisition and Procurement Documentation (e.g., Acquisition Plans (AP), Statements of Work (SOW), Independent Government Cost Estimates (IGCEs)
- Conducts complex review of acquisition and investment candidates and assists in the initial solicitation, analysis and due diligence
- Coordinates and may lead M&A and venture capital processes
- Analyzes and identifies outliers, trends, inconsistent information, etc, and makes recommendations accordingly
- Participates and supports all M&A activities and is a member of the deal team in negotiations with sellers, funds, brokers and attorneys
- Conducts risk assessment and due diligence to provide recommendations to external and internal stakeholders
- Prepares presentations on historical deal analysis, trends, risk and returns
Qualifications for acquisitions analyst
- A broad, knowledge of insurance is preferred but not required
- Acute sense of urgency
- Inquisitive approach to new projects and concepts
- Develop and maintain detailed models to analyze the financial impact of various corporate, operating and M&A projects (Operating, Industry, Financing, DCF, Merger, LBO)
- Conduct industry research to understand economic and technological trends industry drivers and the competitive landscape
- Prepare various presentations and analyses for the Corporate Strategy and M&A group, BCE senior management and the Board of Directors
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Acquisitions Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for an acquisitions analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for acquisitions analyst
- Analyze the financial and other available business information of target companies with a view toward their tactical and strategic fit into the company's portfolio
- Prepare or assist in the preparation of financial and qualitative analyses enabling senior management at the business unit and parent company level to make informed investment decisions
- Help coordinate the transaction process from origination through to closing and works closely with Business Unit leads, as appropriate, to effectuate a smooth transition and integration
- Understand and stay current with the competitive landscape
- Assists in industry research and analysis
- Perform other related duties as assigned, including tracking and reporting on group activity, managing, directing and evaluating inbound investment opportunities
- Provide support on multiple factors of the full acquisition life cycle, including cost, scheduling, and performance
- Improve effectiveness of transaction tracking log and communication
- Standardization of tools for soliciting and transacting include status reports, due diligence check lists, client materials, transaction summary, transition plans
- Support the implementation of post-acquisition real estate projects
Qualifications for acquisitions analyst
- Flexibility to work additional hours when the need arises
- Knowledge of and interest in the telecommunications industry is an asset
- Ability to navigate in a highly matrix organization effectively
- Knowledge and expertise in the use of project management and HRIS methodologies and tools
- Undergraduate degree with a strong record of academic achievement
- Ability to work independently with others in a cross-functional nature across the organization
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Acquisitions Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of acquisitions analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for acquisitions analyst
- Responsible for preparing or assisting with financing, accounting and tax related inputs in financial models (where required with the support of relevant expertise centres and/or external consultants)
- Assist in due diligence and coordination with asset managers during the closing/onboarding process including, tenant estoppel reviews, OFAC compliance, ARGUS audit, rent roll/lease verification, as required in the closing process for the acquisition and development of real estate equity assets
- Assist the real estate team on East Coast projects including managing local brokers, developing business plans, recommendations and approvals
- Providing end-to-end support for all Finance integration processes
- Supporting the development and management of processes, tools and templates to support integrations
- Collating and tracking integration budgets for each of the workstreams involved in each M&A transaction
- Driving continuous improvement by documenting lessons learned and incorporating feedback into updated integration playbooks
- Communicating regularly with other functional integration leads to ensure interdependencies are identified and managed
- Apply a working knowledge of applicable laws and regulations
- Support deal teams in the execution of merger and acquisition transactions and corporate finance advisory assignments from start to finish, working closely with Partners, Managing Directors, Vice Presidents, Associates, and outside advisors
Qualifications for acquisitions analyst
- 5+ years of experience with financial planning and analysis
- Willingness to work from an office in Stamford, CT
- Exposure to mergers, acquisition and divestitures
- Knowledge of the upstream oil and gas industry
- Self-motivation and strong work ethic to function independently part of a team
- CPA or CFA Charter holder certification progress a plus