Acquisition Finance Analyst
Critical skills: Credit analysis and creditworthiness, Three-statement financial modelling, Company valuation (DCF, multiples)
BriefYour role
Leveraged Finance Analyst is a role in Investment Banking & Private Markets. The family covers M&A, capital markets, leveraged finance, private equity and venture capital. The core skill is credit analysis and creditworthiness, and the main work is corporate finance and deals and credit risk and lending decisions.
The EFO level names are the common scale; job titles differ between employers.
| Level | What the work looks like | Typical years | Typical job titles |
|---|---|---|---|
| L1 Starting out | Learns the job; executes defined tasks with supervision | 0-2 | Banks: Analyst, Junior Analyst, Associate (asset servicing), Trainee, GraduateAsset servicers: Junior, Specialist (entry), Officer |
| L2 Independent | Owns a process end to end; trains L1; first contact for the team's clients | 2-5 | Banks: Analyst / Senior Analyst, AssociateAsset servicers: Specialist, Senior Specialist, Senior Officer |
| L3 Senior or specialist | Deep expertise; handles exceptions and change; represents the function in projects | 5-9 | Banks: Senior Associate, AVP, Assistant ManagerAsset servicers: Senior Specialist, Expert, Team Lead (small team) |
| L4 Leads a team or an area | Manages people or a large process; owns budgets or controls; escalation point | 8-14 | Banks: VP, Manager, Senior ManagerAsset servicers: Team Lead, Manager, Head of Section |
| L5 Leads the function | Accountable for the function in a legal entity or region; sets priorities and standards | 12+ | Banks: Director, Executive Director, Managing Director, Head of functionAsset servicers: Head of Department, Director |
Specialisations share most of the role and differ in the skills listed here.
Critical skills: Credit analysis and creditworthiness, Three-statement financial modelling, Company valuation (DCF, multiples)
Each role lists its skills with a tier and a weight. The weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
The percentage is the skill's share of the role; the bars are drawn relative to the anchor skill, which is shown full.
The work the role takes part in.
The L3 salary range for this role, with its sources, will appear here when the salaries section opens.
Rules, products and terms this role works with are being added to the concepts.
Roles that need many of the same skills, by weighted skill overlap, with the skills you would need to add.
96% skill overlap
78% skill overlap
To add: Working capital management, Investigative reasoning on anomalies, Treasury and cash flow management
73% skill overlap
71% skill overlap
69% skill overlap
To add: Competitive analysis and benchmarking, Investment appraisal (NPV, IRR)
67% skill overlap
To add: Competitive analysis and benchmarking, Assessing the quality of sources, International accounting standards (IFRS)