Analyst - Corporate Finance
Description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a leading global professional services firm with more than 13,000 entrepreneurial, action-oriented professionals across 90+ offices in over 50 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Corporate Finance Team
A&M's Corporate Finance practice sits at the intersection of strategy and execution. Our team advises corporate clients, founder and family-owned businesses, private equity sponsors, and financial institutions across the full deal lifecycle — from buy-side and sell-side M&A advisory to capital raises and strategic alternatives. We bring deep sector expertise, a hands-on advisory model, and a relentless focus on getting transactions across the finish line.
What You'll Do
Financial Modeling & Analytics
Build and maintain complex financial models, including LBO, DCF, comparable company and precedent transaction analyses, serving as the primary owner of all quantitative outputs on engagements.
Oversee the accuracy and integrity of all internal and external analytics, cross-checking figures and controlling information flow across workstreams.
Run structured data collection processes and synthesize large volumes of financial and operational information into clear, actionable insights.
Transaction Execution
Coordinate day-to-day execution across active mandates, managing timelines, workstreams, and deliverables to keep transactions on track.
Oversee the preparation and quality of origination and execution materials, including confidential information memoranda, management presentations, and pitchbooks.
Develop buyer lists and conduct buyer universe analysis to support sell-side and other engagements
Support diligence processes, managing information requests and ensuring seamless communication between client teams and counterparties.
Client & Team Engagement
Interact directly with clients and senior team members, contributing to informal presentations and participating in client meetings with growing responsibility.
Demonstrate strong situational awareness across assigned workstreams — anticipating needs, identifying next steps proactively, and operating with minimal supervision.
Mentor and guide junior Analysts, supporting their development in both deal execution and origination activities.
Business Development
Build internal relationships across A&M's broader platform — including Transaction Advisory, Restructuring, and sector teams — to identify cross-practice collaboration opportunities.
Seek exposure to external marketing and business development activities as you grow within the firm.
Who You Are
Minimum 1 year of investment banking experience at the Analyst level required; 2 years preferred
Bachelor's degree in Finance, Business or Accounting preferred; minimum cumulative GPA of 3.5
FINRA securities licenses (SIE, Series 79 and Series 63) are preferred but not required. Candidates who do not currently hold the required licenses will be expected to complete the applicable licensing process following their start date
Expert-level three-statement financial modeling — fast and accurate; the team will rely on your model without detailed review
Demonstrated quantitative, analytical, and modeling skills, including comparable company analysis, precedent transaction analysis, DCF, LBO, and sum-of-the-parts valuation methodologies
Knowledge of capital markets and investment banking products
Proficiency in Excel, PowerPoint, Word, and Bloomberg
Highly developed written and oral communication skills; strong interpersonal skills in both team and client settings
Strong work ethic, sharp attention to detail, and high level of integrity
Education, Licensing & Registration Requirements
Successful employment with A&M Securities is subject to receipt by A&M Securities of information satisfactory to A&M Securities, in its sole discretion, in response to a pre-employment background investigation, including, but not limited to, verification of educational qualifications, employment history, valid and active licenses, certifications and other professional credentials necessary for the role. Specifically, A&M Securities must receive confirmation within six (6) months of the commencement date that the successful candidate has received passing scores on the Series 63, Series 79 and Securities Industry Essentials (SIE) examinations and holds a valid and active Investment Banking Representative registration.
Your Journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Benefits & Compensation
Compensation
The base salary for this role is $125,000 annually, dependent on education, experience, skills, and geography. A&M also offers a discretionary bonus program based on individual and firm performance. Please speak with your recruiter for details.
Benefits
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs
