CastleOak Securities

CastleOak Securities

M&A Advisory Analyst (Merger and Acquisition Advisory)

New York, New York, United States

Sponsorship not specified$80k-$90kDetected 1 day ago
Project ManagementFinancial AnalysisValuationM&AResearchCommunicationCritical ThinkingMicrosoft Office

About the role

  • The M&A Advisory Analyst will be a critical part of the firm's M&A Advisory team, reporting directly to the Head of M&A Advisory.
  • Our M&A expertise has been developed over several years and is a growth area for the firm.
  • Operating within an entrepreneurial and merit-based environment, this position offers an exceptional opportunity to gain institutional deal-execution experience while working closely with senior leadership.

Responsibilities

  • Deliver institutional-grade financial analysis, valuation work, and advanced pro forma financial modeling.
  • Execute financial and transactional due diligence, manage buyer/seller communication, and support senior professionals in reviewing NDAs, LOIs, and definitive purchase agreements.
  • Financial Analysis: Deliver institutional-grade financial analysis, valuation work, and advanced pro forma financial modeling.
  • Due Diligence & Execution: Execute financial and transactional due diligence, manage buyer/seller communication, and support senior professionals in reviewing NDAs, LOIs, and definitive purchase agreements.

Requirements

  • Core Competencies: Strong foundational knowledge of corporate finance principles, quantitative analysis, and professional writing skills.
  • Project Management: Proven ability to meet strict deadlines while managing multiple complex assignments simultaneously.
  • Technical Proficiency: Mastery of the Microsoft Office Suite.
  • Strong foundational knowledge of corporate finance principles, quantitative analysis, and professional writing skills.
  • Proven ability to meet strict deadlines while managing multiple complex assignments simultaneously.
  • Active FINRA Securities Industry Essentials (SIE), Series 79, and Series 63 licenses, or the ability to successfully obtain them within 3 months of hire.
  • Practical proficiency utilizing PitchBook and S&P Capital IQ platforms.

Nice to have

  • completion of a formal analyst training program is highly advantageous.
  • Licensing: Active FINRA Securities Industry Essentials (SIE), Series 79, and Series 63 licenses, or the ability to successfully obtain them within 3 months of hire.
  • Databases: Practical proficiency utilizing PitchBook and S&P Capital IQ platforms.
  • Travel: 20% - 30%.
  • Please do not solicit employees of the firm directly regarding open positions.

Compensation

  • $80,000 - $90,000 base salary, eligible for a performance-based discretionary bonus
  • $80,000 - $90,000 USD

Benefits

  • Company-paid $300,000 life insurance policy, alongside comprehensive health and retirement packages.
  • Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).
  • We offer a competitive total rewards package including:
  • Commuter benefits
  • Company-paid life insurance, short-term and long-term disability insurance
  • vacation, personal days, sick leave, etc.

Visa & Work Authorization

  • tion for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), ph
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This listing is sourced directly from CastleOak Securities's careers page and normalized into a canonical job model.