Transaction Support Analyst
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Role details
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Job description
Benchmark International is looking for a highly analytical, detail-oriented sell-side M&A Transaction Support (TS) Analyst to add to our growing team. The TS Analyst will collect, analyze, summarize, and discuss clients’ most sensitive data, preparing clients for potential sale. Pulling key attributes from financial statements, contracts, and other corporate documents, the TS Analyst will identify risks and opportunities related to a sale. The Analyst will also help with various financial activities related such as deal analysis, working capital analysis, and other tasks needed to serve our clients. This role is ideal for someone who thrives in a dynamic environment, enjoys solving complex financial and operational challenges, and wants to play a meaningful part in high-impact transactions. As a key contributor to our deal team, you will help prepare businesses for market, support the execution of M&A processes, and ensure buyers receive accurate, compelling information throughout the lifecycle that positions our clients for successful outcomes., In this position, you will work across financial analysis, data management, due diligence coordination, and the development of marketing materials that highlight the value of our client’s business. This is an excellent opportunity to build deep experience in M&A while working alongside seasoned professionals who are committed to developing your skills and accelerating your career.
Your specific duties will include:
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Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
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Gather comprehensive information about the client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
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Prepare and routinely update client marketing materials (e.g., Confidential Information Memorandums (CIMs) and teasers), financial statements, and business intelligence reports focusing on the company’s strengths and opportunities.
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Analyze client’s financial situation, including historical, current and expected future performance, and prepare financial statements.
- Organize and maintain the virtual data rooms (VDR) to ensure accuracy and completeness.
- Ensure the CRM system is up to date with information about each client.
- Provide consultative guidance on accounting, financial, and valuation matters.
- Participate in proactive team efforts to achieve departmental and company goals.
- Provide leadership to others through example and sharing of knowledge/skill.
- Comply with all policies, practices, and procedures.
- Perform other duties as assigned.
Requirements
As a TS Analyst, you must be a highly energetic and passionate individual with a positive and highly motivated ‘can-do’ attitude. You must have a strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an Analyst that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills as well as presentation abilities.
The TS Analyst is a client-facing role that must be able to communicate difficult information with professionalism, manage each client’s unique sensitivities, and keep each engagement progressing smoothly through the company’s process., * Bachelor’s degree with a concentration or advanced degree in Finance, Economics, or Accounting.
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1-3 years of experience in investment banking, transaction advisory, corporate finance, or a similar analytical role.
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Ability to read, analyze, and interpret general business periodicals, professional journals, and industry reports.
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Ability to write reports and business correspondences, and effectively present information and respond to questions from internal and external stakeholders.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
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Proficient in reviewing and interpreting financial statements (income statements, balance sheets, cash flow statements), internal financial reports, and tax filings to assess business performance and financial health.
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Advanced proficiency in Microsoft Excel; strong computer skills across email, word processing, databases, recordkeeping, and presentation software.
- Ability to handle multiple client assignments simultaneously.
- Ability to handle multiple workstreams with a rigorous schedule of deadlines.
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Experienced in professional business writing preferred, including writing business plans and CIMS and teasers.
- Prioritization and organization skills.
- Salesforce experience a plus.
- General understanding and awareness of business and operations in various industries.
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No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
- Ability to obtain a Tennessee real-estate sales associate license within 90 days of employment.
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Must be available to work on-site Monday through Friday. This is a full-time, in-office position and is not remote or hybrid.
- Professional business attire is required.
Benefits & conditions
This position offers a base salary of $55,000 per year, with the opportunity to earn an additional end- of-year bonus based on team performance., All Benchmark International positions offer paid time off, standard holidays, birthday holidays, 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.
About the company
Benchmark International is a global leader in sell-side mergers and acquisitions (M&A), known for delivering exceptional outcomes for business owners across a wide range of industries. Our Tampa office is one of the company’s flagship locations, home to a dynamic team of dealmakers, analysts, and professionals who are passionate about helping clients achieve life-changing results. We operate in a fast-paced, collaborative environment where excellence is expected, growth is encouraged, and every team member plays a meaningful role in the success of our clients., 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 because 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.
About Benchmark International
Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.
Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach.
We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.
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