Investment Advisory Analyst

Job Title: Financial Analyst
Company: Caswell Advisory Group
Location: Southern Maine (remote, with ability to attend regular in-person meetings)
Job Type: Part-Time, 20 hours/week, flexible and negotiable

About Caswell Advisory Group (CAG)

CAG provides sell-side advisory services to client businesses throughout the Northeast, specializing in transactions valued between $5 million and $15 million. We stand out from other M&A firms, investment bankers and business brokers in several ways, including our small team approach to each assignment, our tailored marketing methodology for each client, our ability to reach a broader audience of business buyers, and our high success rate.

Position Overview

CAG is seeking a part-time Financial Analyst to work as an independent contractor in support of the firm’s sell-side advisory services. This role is ideal for an analytical and detail-oriented professional with a strong understanding of financial statements, valuation methodologies, and company and market research, that prefers to work primarily remotely and seeks schedule flexibility. The Financial Analyst will play a key role in assessing the financial health of client businesses, preparing marketing materials, and supporting transaction execution.

Key Responsibilities:

• Analyze financial statements to evaluate client business performance and trends.
• Develop financial models and supporting schedules to assess valuation estimates.
• Conduct research on company data, industry trends, economic conditions, and competitive landscapes to assess market potential.
• Conduct research that helps identify prospective buyers that could be a fit for CAG clients.
• Prepare client marketing materials, including:
• Business history and key milestones
• Industry overview, including outlook, trends, market size, and competitive dynamics
• Business summary, covering operations, customer and supplier relationships, competitive positioning, risks, and opportunities
• Financial summaries and investment highlights
• Assist in maintaining Data Rooms and other file-sharing platforms for transaction management.
• Support client needs and transaction execution as required.

· Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field (or currently pursuing).
• CPA, CMA or other related designation a plus.
• 3 years of relevant experience in financial analysis, accounting, investment banking, M&A advisory, or related areas preferred.
• Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.
• Proficiency in Microsoft Office and on-line research tools.
• Excellent written and verbal communication skills.
• Ability to work independently, manage multiple projects, and have a strong attention to detail.

Job Type: Part-time

Pay: $45.00 - $65.00 per hour

Expected hours: 15 – 25 per week

People with a criminal record are encouraged to apply

Ability to Commute:

• Portland, Maine 04103 (Required)

Ability to Relocate:

• Portland, Maine 04103: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Portland, Maine 04103

Salary : $45 - $65