Responsibilities
- Conduct industry and company research and analysis
- Assist in drafting investment memoranda, business cases, strategic alternatives analyses, and investment opportunity assessments
- Prepare simple financial models and perform detailed financial analysis
- Identify acquisition, divestiture, and capital-raising targets for corporate and private equity clients
- Participate in outreach campaigns, as appropriate
- Perform financial valuation, including discounted cash flow and multiples-based analyses
- Prepare presentation and pitch materials
- Support due diligence investigations of target and client companies
- Update CRM tools for active engagements with information on NDA status, CIM, prospect/buyer feedback, etc.
- Monitor developments in relevant market sectors and initiate ideas for value add to clients
- Demonstrate commitment to providing high quality and high value materials and insights
- Perform other tasks as requested by senior team members
Benefits
- Flexible work arrangements
- Health, dental, vision, life, and accident/death/disability insurance options
- HSA employer contribution
- Nine (9) paid holidays annually.
- A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
- 401(k) with employer contributions
- CPA bonus with four (4) paid exam days & four (4) paid study days.
- Tuition reimbursement
- Generous employee referral bonus program
- Client referral bonus program
- Pet insurance
- FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
- Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
- Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
- Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
Work Arrangement
Remote (Worldwide)
Additional Information
- In compliance with this state’s pay transparency laws, the midpoint of the base salary range for this role is $85,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience, commission, and geographic location.