Company Overview:

Founded in 2011, Genz & Associates is a leading and trusted buy-side M&A advisor to private equity firms, family offices, and corporate acquirors seeking to deploy capital into industry-specific platform investments, add-on/strategic acquisitions, and buy-and-build strategies. Leveraging leading research and business development capabilities, the company has initiated and closed transactions for our clients with an enterprise value of over $5+ billion.

Position Overview:

The M&A Analyst position is entry level, it is ideal for a recent bachelor's in business graduate, who has worked 1-2 internships or 1 year in an investment or financial organization. If you are looking for a company that you can grow with, starting in research and ultimately growing into a Business Development position, you've come to the right place. We offer a structured career path to achieve milestone levels of success for the right candidate, time, your hard work and achievements can lead to progressively higher roles in Business Development. The foundation for success in our business is the research process, it's critical for client success, and that is why we start our new team members here, to learn the business from the ground up. If this aligns with your goals, we encourage you to apply. (If you aspire to be successful in BD someday, we encourage you to find a connection you have to any Genz employee and express your interest in the role through a Linkedin message explaining why we should consider you.)

M&A Research Analysts are a key member of the development team who research, identify and qualify acquisition targets for our investor clients. Leveraging a mix of technology utilizing our proprietary ai driven platform combined with qualitative research methods developed by the company, you will identify founder led companies that align with our client's specific investment criteria. This role involves qualitative company and industry-sector analyses focused on identifying acquisition targets that match the acquisition criteria of our clients from a business/strategic fit perspective, as well as identifying potential buyers of actionable acquisition targets.

As a key member of the client engagement team you'll work with Executive leads, Business Development professionals at multiple levels providing great exposure and learning opportunities. This is an exciting opportunity to gain experience learning about a broad set of industries, business sectors, and business types and to have a front row seat to the M&A development process as executed by industry leading investors.

Responsibilities Include:

Managing multiple client engagements as Research analyst lead
Participation in client M&A strategy sessions
Set up new clients to initiate research process, documenting requirements and investment objectives
Leverage company resources, research platform and systems to develop lists of potential companies that align with client objectives
Analyze potential companies by researching data presented, company websites and more to identify best potential fit to least
Prepare lists to share with clients for approval
Collaborate with your deal team including business development and deal leads, and client to refine search criteria as necessary
Maintain required levels of active targets for each engagement, continually engaging with clients for feedback and approval
Attend regular client update calls, discuss target companies and evolving criteria for the engagement

Competencies:

Well-organized, detail-oriented with a passion for quality
Ability to plan and schedule work to meet deadlines with great follow-up skills
Strong written and verbal communication skills
Work well in a team environment
Proactive and able to manage own workload without close supervision
Curious and able to offer suggestions on how to improve the team, systems, or company performance

Qualifications:

Required: Recent Bachelor's degree graduate - Business preferred
Not Currently Hiring: MBAs, students in MBA or Bachelor's programs, or those holding/pursuing CFA
Top Candidates will have:

-1 yr work experience or 1-2 Internships in investment or financial org, private equity a plus

-Experience using CRM, sales intelligence and/or research tools - DealCloud and Outreach.io a plus

-Research related work experience

-Proficient in MS Office suite

Position Location:

This position is located in our downtown office in Austin, Texas with work hours of 8am to 5pm Monday through Friday.
Applicants must live in the Austin area currently or are able to be in Austin area full time within giving their 2 week's notice to current employer as this is an immediate hire. There is no relocation assistance offered for this position.

Benefits:

Genz & Associates offers a choice of benefit packages for health, dental, and vision coverage with a company paid portion. Supplemental insurance options and 401K plans are available to employees. Employees receive paid vacation, sick and holiday time.

PLEASE DO NOT APPLY IF ANY OF THESE ARE TRUE (as this role will not be a fit):

you hold an MBA, are an MBA student, hold a CFA or are pursuing a CFA
you are looking for a quantitative finance or financial modeling/valuation position, hold a technical or advanced degree this role will not align with those aspirations
you desire a position to develop valuations, financial, or M&A analyses, conduct technical work building analytics or technology platforms
you are currently enrolled full time in a Bachelor's degree program
you live outside of the Austin area
your salary/compensation expectations are beyond entry-level

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M&A Research Analyst