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Transactions Analyst

5 days, 11 hours ago
Anywhere
Full-time
Junior
Business Development
Sales and Business Development
CRM
Apply Now
Teamshares

Teamshares

Teamshares is a mission-driven financial technology, educational, and creative services company that aims to create employee-owned small businesses. They help small business owners transition their companies to employee ownership, ensuring a sustainabl...

Capital Markets
51-250
Founded 2018
$127M raised
View All Jobs 3

Description

  • Build and maintain relationships with investment bankers, business brokers, CPAs, attorneys, and other advisors who originate acquisition opportunities.
  • Own the CRM by logging interactions, maintaining contact information, tracking relationship tiers, and updating follow-up status.
  • Track and report business development activity through dashboards and pipeline metrics.
  • Evaluate inbound acquisition opportunities against Teamshares' investment criteria through operational and financial screening.
  • Perform historical financial analyses and earnings quality assessments, including normalization adjustments and review of financial statements and tax returns.
  • Conduct initial discovery calls with sellers and brokers to assess fit and gather preliminary financial information.
  • Prepare deal summaries, screening memos, and financial workbooks for investment committee review and LOI preparation.
  • Communicate key findings, risks, opportunities, and open items to the transaction team and C-Suite.
  • Support preparation of Indications of Interest and Letters of Intent alongside senior team members and legal counterparts.

Requirements

  • 2 to 4 years of finance or accounting experience in investment banking, transaction advisory, private equity, venture capital, or accounting advisory.
  • Exposure to buy-side deal processes and financial statement analysis.
  • Demonstrated experience or strong interest in evaluating SMBs and speaking with sellers and brokers.
  • Experience supporting and owning projects or workstreams in fast-paced or high-growth environments.
  • Strong analytical, organizational, and operational skills.
  • Excellent written, verbal, and interpersonal communication skills.
  • Ability to prioritize effectively and manage multiple deals or initiatives simultaneously.
  • Comfort operating with guidance while also taking ownership of discrete workstreams independently.
  • Familiarity with small businesses, multi-site operations, or decentralized organizations (preferred).
  • Experience building or improving scalable processes and systems (preferred).
  • Experience with CRM and sales-engagement or outreach tools such as Affinity, including list segmentation, sequencing, and activity tracking (preferred).
  • Strong writing skills for marketing or thought-leadership content such as newsletters, LinkedIn posts, and webinar materials (preferred).

Benefits

  • Competitive compensation.
  • Equity ownership.
  • Comprehensive healthcare benefits.
  • Paid parental leave.
  • Meaningful opportunities for professional growth.

Interested in this position?

Apply directly on the company website

Apply Now

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