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About the role
Key responsibilities & impact- Build and own financial models, acquisition memos, board decks, LOI drafts and other related deal analyses. Coordinate cross-functional due diligence and communicate findings and impacts.
- Deliver high-quality work on tight timelines. Manage deal timelines, pipeline reporting, and coordination with broader deal team.
- Serve as primary contact for sellers and internal stakeholders on assigned deals. Represent Corporate Development in pipeline reviews, executive touchpoints, and cross-functional forums.
- Form and communicate an independent point of view on deal rationale, risks, and valuation. Stay attuned to trends across accounting, advisory, law, and RIAs.
- Promote a culture of urgency, precision, and discretion. Identify and improve process bottlenecks across the deal execution framework.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related business field
- Minimum of 5 years of experience in M&A, transaction advisory, investment banking, or a related field
- High proficiency with MS Excel and PowerPoint. Experience with AI platforms, including Claude, a plus
- Excellent quantitative, written, communication, and presentation skills
- Strong organizational skills and attention to detail with the ability to manage multiple concurrent transactions
- Team player with exceptional communication skills
- Self-motivated, entrepreneurial, and demonstrated ability to succeed in a fast-paced work environment
- Comfortable operating autonomously while knowing when to escalate to Directors or senior leadership
- Must be able to travel based on business needs
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingdeal analysisM&Atransaction advisoryinvestment bankingquantitative analysisvaluationdue diligencepipeline reportingprocess improvement
Soft Skills
communicationorganizational skillsattention to detailteam playerself-motivatedentrepreneurial mindsetability to manage multiple transactionsindependent point of viewculture of urgencydiscretion