About This Role
The Investment Analyst supports new investment execution, M&A diligence, and internal strategic consulting across the network. This role is for an individual with a background in finance, accounting, or economics, who is ready for an immediate start.
Responsibilities
- Build, maintain, and stress-test financial models (three-statement, DCF, comparable company, precedent transaction, and accretion/dilution) to evaluate potential investments and acquisitions
- Perform financial analysis including metric benchmarking, capital structure analysis, and valuation of target companies
- Gather and synthesize financial and operating information about companies and industries to support Investment Committee decision-making
- Prepare investment memoranda, pitch materials, and recommendations for presentation to the Investment Committee
- Lead day-to-day diligence workstreams across financial, legal, and operational areas for M&A transactions and internal restructuring
- Review and help negotiate transaction documents, including letters of intent, purchase agreements, and other legal materials, in coordination with outside counsel
- Source, screen, and track new investment opportunities across the marketing and communications landscape
- Conduct primary market, industry, and competitor research to inform deal theses and broader network strategy
- Maintain and update data room materials and internal deal databases leveraged by senior leadership and deal teams
Requirements
- Bachelor's degree, ideally in finance, economics, accounting, or a related quantitative field, from a strong academic program
- 0–1 years of experience in investment banking, private equity, corporate development, or a related analytical role; strong academic finance/accounting coursework considered in lieu of full-time experience
- Advanced proficiency in Excel and PowerPoint; comfort building financial models from scratch under tight timelines
- Working knowledge of deal structures, valuation methodologies, and basic corporate legal documents
- Strong written and verbal communication skills, with the ability to distill complex analysis into clear recommendations for senior stakeholders
- Highly detail-oriented and structured, with the ability to manage multiple workstreams simultaneously in a fast-paced, minimal-supervision environment
Benefits
- Medical, dental and vision coverage
- Generous PTO plan
- 401k program
- Comprehensive family planning benefits (including paid parental leave)
- Tuition reimbursement
- Pre-tax commuter benefits
About the Company
Stagwell empowers talented, passionate, and creative leaders with vision to deliver breakthrough ideas on behalf of the world's most ambitious clients. The company believes that differences among its workforce fuel innovation and drive extraordinary results, taking pride in a diverse workforce. Stagwell creates a collaborative environment at its state-of-the-art campuses to inspire and innovate, believing that by being together, marketing can be transformed.
