Investment Banking Analytical Support Lead

Benchmark International is looking for an experienced and driven Transaction Support Associate Lead to add to our growing team. The Associate Lead will manage the daily workflow of a team of Transaction Support Associates; collect, analyze, summarize, and discuss Benchmark International clients’ most sensitive data; and prepare our clients to enter the mergers & acquisitions (M&A) market. Pulling key attributes from financial statements, contracts, and other corporate documents, the Associate Lead will support the team in identifying risks, evaluating businesses, and setting or adjusting client expectations. The Associate Lead will also help with various financial activities such as deal analysis, working capital analysis, and other tasks needed to serve our clients.

Job Responsibilities

Your experience throughout the years will be a great resource for the Benchmark team, however as an Associate Lead, you will act under the instruction of and be trained by Benchmark International’s experienced leadership team, with decades of combined experience in M&A.

Your specific duties will include:

· Oversee and manage the Transaction Support staff.

· Review confidential information memorandums (CIMs), Teasers, and Financial Spreads

· Provide training to assigned teams.

· Assign and delegate work to Transaction Support staff, organize their workload, and allocate the use of available resources.

· Manage daily morning kick off and end-of-day recap meetings with analysts to evaluate workmanship and efficiency.

· Manage analysts’ fluid collaboration with the office’s Transaction Directors & Transaction Associates for new client and updated market materials messaging.

· Develop and maintain client relationships by communicating effectively to ensure Benchmark expectations are met.

· Gather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.

· Prepare and routinely update marketing materials, financial statements and business intelligence reports focusing the company’s strengths and opportunities.

· Conduct comprehensive reviews of the assigned team’s marketing materials for grammar, messaging, syntax & financial accuracy, including detailed review of all client-provided information to ensure that nothing key was missed by analysts.

· Manage the Transaction Support portfolio and make sure clients are moving through the process within a reasonable time frame. Hold constructive conversations with the team and clients as needed to manage the timeline.

· Consistent collaboration with Quality Control department to facilitate and best manage SOPs as it relates to Transaction Support and the Benchmark process.

· Review the Transaction Support dashboards to ensure they are up to date for leadership and meet Benchmarks reporting standards.

· Ensure the CRM system is up to date with information about each client.

· Provide consultative guidance on accounting, financial, and valuation matters.

· Lead proactive team efforts to achieve departmental and company goals.

· Provide leadership to others through example and sharing of knowledge/skills.

· Set goals and growth opportunities for the team members.

· Complete and deliver employee performance reviews.

· Work with HR to recruit, interview, select, and hire new employees.

· Comply with all policies, practices, and procedures and report all unsafe activities to your manager.

· Perform other duties as assigned.

Job Requirements

As an Associate Lead, you must be a highly energetic and passionate individual with a positive and highly motivated “can do” attitude. You must have the strong desire and ambition to succeed in this hugely rewarding industry. It is also vital for your role as an Associate Lead that you possess excellent verbal and written communication, analytic, mathematical, and interpersonal skills, as well as presentation abilities.

The Associate Lead is a client-facing role that must be able to convey challenging views at times and deal with clients’ unique sensitivities, while keeping each client moving through the company sale process at a proper pace.

Specific qualifications for the Associate Lead include:

· Advanced leadership and team management skills.

· Ability to read, analyze and interpret general business periodicals, professional journals, technical documents, or governmental regulations.

· Ability to write reports, business correspondences, and procedural manuals.

· Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.

· Ability to define problems, collect data, establish facts, and draw valid conclusions.

· Ability to interpret an extensive variety of technical instructions in mathematical or diagram form, and deal with both abstract and concrete variables.

· Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, business financial ratios, and key M&A metrics.

· Proficient personal computer skills including e-mail, recordkeeping, word processing, slide presentations, spreadsheets, and graphics.

· Strong written and verbal communication skills.

· Experience in professional business writing; prior experience in writing business plans and CIMs preferred.

· Strong prioritization and organization skills.

· Proficient in financial-modeling, financial-analysis, and Microsoft Excel functions.

· Commercial understanding and awareness of businesses and operations in various industries.

· Ability to maintain a consistent teamwork environment.

· Possess a valid and current driver’s license.

· No personal history of enforcement actions by the US Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), or any state securities regulatory bodies.

· Bachelor’s degree with a concentration or advanced degree in Finance, Marketing, or Accounting; or an alternate degree with significant work experience in one or more of these fields.

· Ability to obtain a state-specific real estate license within prescribed deadlines.

· Availability for occasional overnight travel.

· Ability to handle and manage multiple tasks simultaneously.

· Ability to handle and manage a rigorous schedule of deadlines.

· Must be able to work full-time in the office as this is not a remote or hybrid position.

Salary

This position will receive an annual base salary in the range of $50,000 to $80,000; commissions equal to a percentage of the team’s revenue obtained from closing transactions; and, an additional end-of-year bonus if the team’s target is achieved. On target earnings range from $52,500 to $88,000.

Benefits

All Benchmark International positions offer paid time off, standard holidays, birthday holiday, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.

Company Overview

Benchmark International is one of the world’s leading merger and acquisitions firms, specializing in the sale of mid-market companies. We are looking to recruit some of the most talented and exceptional individuals. With offices throughout the world, we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our unique and dynamic international offering presents our clients with unparalleled global coverage, allowing them access through our exclusive databases and business intelligence facilities to both international markets and local representation. Our clients include entrepreneurs and owner managed businesses.

Our US headquarters in Tampa opened in mid-2012 and we continue to grow as our domestic client base and international buyer-contacts expand. We offer our clients a unique business proposition that has resonated well with the US market as it has previously with markets in other countries. Recognizing that the US M&A markets are the most robust in the world, particularly in this coveted middle-market range, we are planning to continue to grow our US presence in the coming years. Coming on board now presents employees with the opportunity to ride this wave of growth. Benchmark International has always promoted from within and we look forward to bringing talent onboard as the next generation of Benchmark International’s leaders.

Unfortunately, Benchmark International is not in a position to sponsor work visas for candidates at this time.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.