Senior Associate, Research and Intelligence
Job DescriptionJob DescriptionSenior Associate (Deal Intelligence & Research Team)
This role is primarily focused on analyzing qualitative factors and does not involve financial modeling or valuation. Intelligence projects are completed using a combination of internet research, AI prompts, and private databases (such as Capital IQ and Grata). While it has the potential to be client-facing, it is mainly an internal role.
Responsibilities:
• Understanding a client’s acquisition strategy and then identifying suitable prospects that fit within that strategy.
• Qualifying prospects based on size, service lines, potential legal issues, ownership structure, and other pertinent information necessary to paint a larger picture of how that company would fit within the client’s company.
• Investigating “rabbit holes” that might give specific details about a particular prospect.
• Creating detailed and easily readable research packets to disseminate to senior members of the team or executives at one of our client companies.
• Performing industry-wide or macro-economic analysis to identify tangential opportunities that our clients may not be considering.
• Finding and qualifying potential buyers for sell-side clients, including strategic,
financial, and family-office buyers.
• Reporting to and collaborating with members of other teams within the firm including senior leadership, business development, deal analysis and execution, and other members of the intelligence team.
Qualifications:
• 2-4 years of experience in an analytical-type role that involves pulling together information and then using that information to make a strategic decision to do something or not to do something. While not necessarily required, having this work focused on finance is a significant plus.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Experience using Microsoft Excel, PowerPoint, and Word.
• Experience using AI models such as ChatGPT, Claude, or Perplexity to identify information, stress-test that information, and then arrange that information into an acceptable format.
• While not required, exposure to construction, power generation, engineering, or data centers is a significant plus.
• Be able to think strategically to actively assess how well a prospect, idea, or tactic fits in with the bigger picture, which may change quickly.
• Strong ability to retain and recall information and synthesize new data with old to drive decision-making.
• Candidate should be able to clearly and coherently articulate ideas, information, and suggestions to coworkers and clients.
• The individual should be a detail-oriented worker who can work autonomously to manage their workload and meet deadlines.
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#ZRCompany DescriptionThomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.Company DescriptionThomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.