Associate

Associate Financial Analyst Senior

Fort Worth, Texas

Associate (M&A Deal Execution)

Responsibilities

• Build and maintain financial models, including DCF/valuation analyses, merger models, and working capital analyses in support of active engagements
• Analyze historical financial statements and management-prepared financials to develop normalized earnings views and identify key value drivers
• Prepare preliminary valuation analyses and acquisition opportunity assessments for buy-side clients
• Support Quality of Earnings coordination by reviewing diligence materials and flagging financial anomalies or areas requiring further investigation
• Ensure accuracy and integrity of all financial work product prior to review by the supervising Managing Director
• Draft and refine Confidential Information Memoranda (CIMs), management presentations, teasers, and other deal marketing materials under the direction of the deal lead
• Assist in the preparation and management of data rooms, including document organization, buyer request tracking, and diligence response coordination
• Maintain deal timelines, track outstanding items, and follow up internally and externally to ensure the deal cycle stays on track
• Assist in drafting and reviewing Letters of Intent, term sheets, and other transaction documents in coordination with deal leadership and legal counsel
• Provide regular deal status updates and internal reporting to the supervising Managing Director
• Participate in client calls, management meetings, and buyer/seller interactions as a supporting member of the deal team
• Build professional relationships with client contacts, counterparty advisors, and other transaction participants in a manner consistent with Western's white-glove service standard
• Prepare meeting materials, call agendas, and follow-up summaries to support seamless client communication

Qualifications

• 3+ years of investment banking, M&A advisory, or transaction advisory experience, with direct exposure to buy-side and/or sell-side deal execution
• Experience at a bulge bracket, middle-market, or boutique investment bank, Big 4 Transaction Advisory group, or comparable M&A-focused environment
• Demonstrated ability to produce high-quality financial models, CIMs, and deal documentation independently or with limited supervision
• Prior exposure to M&A deals involving construction companies and related accounting issues (WIP, completed contracts, crew profitability, etc.) is a significant plus, but not required
• Advanced proficiency in financial modeling and valuation; able to build and analyze models with accuracy and efficiency
• Strong command of Microsoft Excel and PowerPoint; ability to produce client-ready deliverables with minimal formatting guidance
• Working proficiency with Capital IQ, PitchBook, or Bloomberg for research and deal support
• Familiarity with data room platforms (e.g., Intralinks, Datasite, or similar) is a plus
• FINRA Series 79 (Investment Banking Representative): Required, or able to obtain promptly after hire
• FINRA Series 63 (Uniform Securities Agent State Law): Required, or able to obtain promptly after hire
• CPA (Certified Public Accountant): Would be considered a plus, but is not required.