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M&A Analyst Job Description Template

Hiring your own analyst instead of going the done-for-you route? Use this template as a starting point for the job post, and the interview questions below to screen for the skills that actually matter on live deals.

Job Title

M&A / Transaction Analyst

Summary

We’re looking for an analyst to support our sell-side and buy-side engagements — building financial models, drafting transaction materials, and keeping deals organized from intake through close. This is a full-time role working directly with our deal team.

Responsibilities

Build and maintain financial models (P&L, cash flow, valuation) for active engagements
Draft sections of CIMs, CBRs, teasers, and investor decks under partner/broker review
Organize and QA data room documents during due diligence
Research comparable transactions, industry trends, and buyer/investor universes
Support scheduling, seller/buyer communication, and process tracking across live deals

Must-Haves

Comfortable in Excel/Google Sheets at an advanced level (modeling, pivot tables, formulas)
Strong written English for client-facing materials
Prior exposure to M&A, investment banking, private equity, or corporate finance coursework or work experience
Available to work your firm's core hours and time-zone

Nice-to-Haves

Experience with CIM or pitch deck design (PowerPoint/Google Slides)
Familiarity with a specific industry vertical your firm focuses on
CFA/CM&AA coursework in progress or completed

Interview Questions Worth Asking

Walk me through how you'd build a 3-statement model from a messy set of financials.
Tell me about a time you had to turn around a deliverable on a tight deadline. What did you cut, and what did you protect?
What questions would you ask a seller before drafting the first page of a CIM?
How do you keep a data room organized when documents are arriving out of order from multiple people?

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