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Associate, Data & Analytics

About Palm Tree:

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We provide a sole source for integrated investment banking, transaction support, and strategic finance services that enable businesses to better prepare for and execute on transactions, transitions, and transformations.

Palm Tree approaches strategic events from the perspectives of owners and operators. Our processes and deliverables enable our clients to make critical business decisions efficiently, to realize advantageous outcomes in strategic events, and to create value. Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

Teams at Palm Tree are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. Palm Tree understands the time-sensitive, demanding expectations of M&A to deliver advantageous outcomes to clients.

What we offer:

• Accelerated, merit-based career advancement compared with more rigid, bureaucratic firms
• An opportunity to have an impact with a rapidly scaling, entrepreneurial, collaborative culture centered on growing people’s skillsets inside of fast-paced M&A environments
• Working with top private equity firms, M&A advisors, and corporations
• Experience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organization
• A principled culture that lives its core values through the actions of the firm and its individuals
• High performing, yet supportive and interconnected teams throughout the organization
• Highly competitive salary, bonus, and benefits structure
• A flexible, hybrid work environment with access to open office plans in strategic market

Who we are seeking:

• Experienced Management Consultants with expertise in business intelligence, analytics and insights, data management, and financial data visualization
• Experienced corporate professionals with similar experience as an internal business partner

About the position:

As part of Palm Tree’s recent growth, we are adding staff to build our growing Data & BI practice. The Associate position has unlimited growth potential over time.

Responsibilities & Duties:

Primary

• Analytical Proficiency
  • Demonstrate a high level of proficiency in conducting thorough analysis of large datasets, employing advanced techniques to identify meaningful trends, patterns, and insights.
  • Utilize expertise to extract valuable information that drives informed decision-making and strategic planning.
• Dashboard Development and Maintenance
  • Take charge of developing and maintaining visually appealing and interactive Power BI dashboards and reports.
  • Leverage creativity and technical skills to transform complex data into meaningful visualizations that effectively communicate key metrics and performance indicators to stakeholders.
• Client Engagement and Requirements Gathering
  • Exhibit strong leadership and communication skills as you lead requirement gathering sessions with clients.
  • Effectively elicit and document their needs, translating them into actionable project objectives and deliverables.
  • Your ability to navigate client relationships and manage expectations will be key in ensuring successful outcomes.
• SQL Query Development
  • Proficiency in SQL to develop precise and efficient queries for dashboard creation.
  • Employ understanding of database structures and data manipulation techniques to retrieve and transform relevant data.

Internal

• Proficiently convey development progress, challenges, and strategic insights to clients and internal stakeholders through clear and concise communication channels. Ensure effective transmission of information to foster collaboration and alignment between teams.
• Demonstrate exceptional attention to detail when delivering weekly updates to clients, meticulously capturing, and reporting on key project milestones, accomplishments, and any notable issues or concerns. Maintain a high standard of accuracy and thoroughness in all client communications.
• Possess hands-on experience with popular project management software such as Asana, Jira, Monday.com, or similar platforms. Leverage your familiarity with these tools to effectively organize and track project tasks, timelines, and resources. Utilize their functionalities to enhance collaboration, streamline workflows, and facilitate seamless project execution.

Growth

• Formulate and present strategic initiatives to clients throughout the course of the engagement, demonstrating ability to think critically and develop innovative solutions. Collaborate closely with clients to understand their goals, challenges, and opportunities, and proactively propose strategies that align with their business objectives.
• Display self-sufficiency and autonomy in a remote work environment, effectively managing your tasks and responsibilities without constant supervision. Keep internal leads updated on progress, milestones, and outcomes to ensure transparent communication and alignment. Utilize appropriate communication tools and platforms to maintain regular and proactive engagement with the team.

Qualifications & Requirements:

This position requires at least 4-6 years of experience in a blended finance/IT environment. Top candidates will have expertise in Excel, SQL, Python, Power BI, Tableau, Redshift, Azure, etc.

Other qualities we look for in a candidate:

• Is dedicated to delivering high-quality work products and always pushing themselves to do their best
• Is committed to a “team first” atmosphere and has the will to support their teammates and learn from those around them in each engagement
• Is proactive, motivated, and has a self-starter attitude with a desire to continuously improve
• Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail
• Has an ability to “stay cool” under pressure and thrive in demanding work environments
• Has excellent written, presentation, leadership, and interpersonal communications skills
• Is highly organized with strong project management skills

Our Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.

We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.

Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each member of our team.

Compensation:

The Associate position offers a base salary of $125k with a top-of-industry performance-based bonus. The final title and compensation will be based on the candidate's day-1 capabilities, determined by the interview process and case study. Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, as well many other fringe benefits.

*Palm Tree requires 5% - 35% travel with the ability to work remotely, and with offices in the L.A., Chicago, Detroit, and Dallas markets*

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