Analyst Position

 

Firm Overview

Cascade Partners is a boutique, middle-market investment banking and private investment firm with offices in Southfield, Michigan and Cleveland, Ohio. We work with companies located throughout the U.S. and internationally, with an emphasis on the Midwest. Cascade advises clients with mergers and acquisitions, divestitures and financings across a variety of industries including healthcare, industrials, business services, value-added distribution, consumer products / retail and IT industry sectors.

Cascade’s culture is built on a foundation of shared values, trust, and a passion for helping people. These principles guide every decision we make. The firm’s bankers recognize the long-term impact of the transaction on their clients’ company, employees, family, wealth, and personal lives. We are committed not only to creating long-term value for companies but to creating transformative solutions for people.

Cascade Partners works with its clients to provide unbiased information about available options and their implications long before any transaction closes. We provide the guidance and resources necessary to navigate the complexities of managing growth, acquisitions, divestitures, financing, and other strategic initiatives.

Description

The Analyst will be responsible for a variety of activities throughout the entire transaction process,
including conducting market, industry, and valuation research, building financial models and related analyses, identifying acquisition targets, drafting pitch books and investment memoranda, and other activities necessary to support Cascade’s investment banking engagements. The full-time position will be based in Southfield, Michigan and will involve significant interaction and collaboration with Cascade’s Managing Directors, Directors, Vice Presidents, and Associates. In addition, Analysts will have the opportunity to gain unparalleled exposure to and interaction with senior-level executives at client companies.

Attributes & Skills

• Motivated self-starter and team player with a high level of maturity;
• Demonstrated technical and analytical skills with an aptitude for financial modeling;
• Significant proficiency in Microsoft Excel, Word, and PowerPoint;
  Strong written and oral communication skills;
• Solid writing and presentation skills;
  Excellent people skills and ability to function in an entrepreneurial atmosphere with limited supervision;
• Capable of defining priorities, working through conflicts, and identifying creative solutions;
• Strong follow-up, time management, and people skills;
• Superior work ethic;
• Excellent organization skills and ability to manage varying deadlines

Education & Experience

•  Undergraduate degree
•  1+ years of business experience in finance, accounting, economics, valuation or transaction
  services

Compensation

Overall compensation is commensurate with experience. The Managing Director will participate in Cascade’s incentive compensation program. Cascade’s benefit package includes health, dental, FSA and 401K.