M&A Analyst
Job ID
12539
Posted
04-04-2022
Service line
Advisory Segment
Role type
Full-time
Location(s)
Dallas - Texas - United States of America

JOB SUMMARY

The purpose of this position is to support internal consulting and project delivery with internal client focus in the areas of operational and process excellence, change management and/or M&A integration and value capture within the Strategic Program Office (SPO). The primary goal is to support a team partnering with CBRE departments to drive impactful business results that change the top and bottom line. 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

In an M&A environment, contribute to the business strategy as well as the business plan on a consecutive level, from the perspective of the assigned area, and ensure translation to mid-term strategy and policy for the assigned area.

Support the due-diligence governance process between deal team, line of business and functional teams

Contribute to the integration and Day 1 planning between the line of business and functional teams

Support effort to formalize deal value drivers and mapping of deal value drivers to measurable business metrics and milestones for achieving said targets

Assist in integration of acquisitions and investments into operations

Help cross-functional team to identify integration needs and develop integration plans

Plays an active role developing, iterating, and consolidating client presentations as well as structuring work and iterating problem-solving hypotheses. 

Executes towards deliverables accurately, on time and with some direct supervision. 

Builds proficiency in the use of SPO’s tools, methodologies and accelerators. 

Establishes strong working relationships with client middle management and key SMEs and is active and articulate in client meetings and presentations. 

Is consistently viewed by client staff as knowledgeable, professional and an overall strong SPO ambassador. 

Builds coaching relationships with clients, typically at the peer level, establishing a foundation for long term relationships

Plays a supporting role in applying understanding of relevant industry trends, LoB economics and functional knowledge to shape client engagement and/or inform findings during engagements. 

Plays an active role documenting and leveraging SPO IC and credentials in relevant LoB and functional skill areas. 

Other duties as assigned. 


SUPERVISORY RESPONSIBILITIES  

No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project. 

 

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

EDUCATION and EXPERIENCE 

Bachelor's degree in finance, business administration, economics, technology, industrial engineering, organizational psychology or related fields with a minimum of 1-2 years work experience

 

CERTIFICATES and/or LICENSES 

Certification in the following disciplines are preferred: 

M&AP

ProSci / Change Management

 

COMMUNICATION SKILLS 

Synthesizes complex analysis with an ability to draw out and prioritize key conclusions

Clearly articulates information and answers questions succinctly and confidently in team and client meetings; adjusts communication style for audience

Writes clear, succinct, and logical communications; effectively tailors those to the audience. Independently leads and facilitates effective client meetings

Ability to write reports, manuals, speeches and articles using distinctive style. 

 

FINANCIAL KNOWLEDGE 

Requires knowledge of financial terms and principles. 

Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. 

Conducts basic financial analysis. 


REASONING ABILITY 

Ability to comprehend, analyze, and interpret documents. 

Ability to solve problems involving several options in situations. 

Requires intermediate analytical and quantitative skills. 


OTHER SKILLS and ABILITIES 

Real estate or other financial service industry experience preferred. 

Foundational understanding of M&A methods and tools.

Demonstrable experience in supporting changes in process, culture, behavior and mindset is an asset.