Mergers & Acquisitions Associate

We are a leading wealth management platform with differentiated and comprehensive capabilities that provide full-service offerings to wealthy individuals, endowments & foundations, and institutional clients. Our integrated platform positions us for growth while fostering strong, lasting client relationships. With a history of strategic expansion and a focus on lasting value, we are redefining the future of wealth management together.

Summary:

Seeking a dynamic Associate to join an in-house Corporate Development team, focusing on implementing a diligence and integration program for newly acquired businesses.

This is a unique opportunity to join our Corporate Development team. The M&A Associate will play a critical role in supporting M&A and Integration activities by driving key strategic initiatives and performing detailed due diligence on potential acquisitions. This role will involve collaborating with multiple stakeholders across the organization and drive transactions from accepted terms through close through process-oriented program and change management of key transaction milestones, with a particular focus on ensuring smooth diligence and integration.

Key Responsibilities:

• M&A Due Diligence:
  Perform detailed financial and business due diligence on potential acquisition targets. Support day-to-day diligence activities, including managing external data rooms, coordinating meetings/calls, and working with external advisors.
• Pipeline Management:
  Coordination of management meetings with stakeholders, intermediaries and potential partners. Assess strategic fit of incoming opportunities. Financial analysis & valuation, offer construction and negotiation.

• Financial Analysis & Reporting:
  Provide ad-hoc financial analyses and reporting to support M&A and Corporate Development leaders. Assist in the preparation of presentations for the executive team and board of directors.
• Cross-functional Collaboration:
  Work closely with various department heads (accounting/finance, HR, technology, risk management, etc.) to ensure alignment on M&A activities and integration goals.

Required Qualifications:

• 3-6 years of experience in corporate development, private equity, investment banking, management consulting, or project management with a focus on transactional M&A work.
• Strong program and project management skills, including the ability to handle multiple high-priority projects in a fast-paced environment and coordinate across departments.
• Exceptional written and oral communication skills, with the ability to present complex ideas clearly to both internal teams and external stakeholders.
• Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation creation.
• Bachelor’s degree in Finance, Accounting, Economics, or Business from a top-tier institution.

Preferred Qualifications:

• Experience in the wealth management or financial services industry.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $79,000-$108,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.