POSTED: November 10, 2026
TITLE: Analysts
REQUIREMENTS: Bachelor’s Degree in Business Administration, Finance, or related field and 2 years of experience in job offered or related experience.
SPECIAL REQUIREMENTS: Requires experience in the following: Completing initial company due diligence and valuation analysis; Developing marketing materials, strategic positioning, buyer lists, outreach content, management presentations, and FAQs; and Managing end-to-end deal execution, including buyer outreach and follow-ups, NDA and inquiry management, data room setup, process tracking, side-by-side and waterfall analyses, and legal coordination through closing. Series 79 and Series 63 securities licenses.
JOB DUTIES: Advise clients on aspects of capitalization, such as amounts, sources, or timing; Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies; Assess companies as investments for clients by examining company facilities; Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts; Conduct financial analyses related to investments; Confer with clients to restructure debt, refinance debt, or raise new debt; Create client presentations of plan details; Determine the prices at which securities should be syndicated and offered to the public; Develop and maintain client relationships; Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions; Evaluate and compare the relative quality of various securities in a given industry; Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages; Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions; Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs; Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews; Prepare plans of action for investment, using financial analyses. Present oral or written reports on general economic trends, individual corporations, and entire industries; and Recommend investments and investment timing to companies, investment firm staff, or the public.
SALARY: $131,061 per year, depending on experience.
CONTACT: Send resume referencing Job# TVN0826 to:
CA Advisors, LLC,
Attn: Ian B. Dunn,
99 Summer Street, Suite 200,
Boston, MA 02110
Jobsite: Boston, MA (Full-Time Position)