Protegrity Advisors


Position: Senior Analyst, Mergers & Acquisitions

Job Description:

Protegrity Advisors, a rapidly growing M&A advisory firm, is seeking an experienced, highly motivated, full-time Senior Analyst able to be involved in all stages of the M&A process.

Essential Duties & Responsibilities include the following:

  • Perform industry research to identify target opportunities
  • Track M&A activity and deal metrics around transactions in various industries, relying on both primary and secondary research sources
  • Use research and financial analyses to draft confidential information memorandums, executive summaries, and other marketing documents
  • Review and negotiate Non-Disclosure Agreements
  • Coordinate and interact with clients, lawyers, accountants, and wealth management providers at a professional level
  • Understand detailed financial models and valuation analyses
  • Manage transaction logistics, including, but not limited to, contact management systems, weekly status reports, electronic data rooms, presentations, etc.

Basic Qualifications

  • 5-7 years of work experience in investment banking, private equity, equity research, or relevant M&A experience
  • Experience in financial modeling and valuation analysis
  • Demonstrated record of attention to detail, sense of urgency, ability to handle and prioritize substantial workload
  • Ability to work independently, as well as collaboratively in a fast-paced team environment
  • Superior oral and written communication skills
  • Highly motivated, hardworking, with a strong commitment to personal growth and development
  • Must be proficient in Microsoft Office
  • Experience with ShareFile and Pitchbook (or similar) is a plus

To apply, please send resume and cover letter to Devon Palma at