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TobinLeff, LLC · 13 hours ago

Associate

United States

Full-time

Remote

Mid Level

$80K/yr - $120K/yr

3+ years exp

TobinLeff is an M&A advisory and exit planning consulting firm with 15 years of experience. As an Associate, you will work closely with Partners and Research Analysts on sell-side and buy-side engagements, contributing to client engagements and business development efforts.

Financial Services

Hiring Manager

Janet Tyler, PCC, CMAA

Responsibilities

Participate in the planning and strategizing of M&A go-to-market campaigns

Contribute to the development of Confidential Information Memorandums

Work with Research Analysts to compile target prospect lists

Populate and maintain virtual data rooms

Coordinate with attorneys and prospects to get NDAs signed

Arrange and plan meetings with clients and prospects

Participate with Partners in meetings with clients and prospects

Prepare briefs, meeting notes, and action plans

Fulfill requests for information

Populate and maintain activities and notes in HubSpot

Coordinate requests for information during the due diligence process

Research market opportunities

Research individual prospects

Prepare presentation decks

Research best-practice solutions and technology to improve operations

Qualification

M&A experienceInvestment bankingProject managementExcel skillsPowerPoint skillsCRM familiarityCommunication skillsWriting skillsAttention to detailPersonal initiative