Drive impactful M&A initiatives in a high-growth environment. Collaborate with industry leaders and develop strategic investment expertise. Contribute to shaping the future of wealth management.
M&A Associate
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Support high-velocity deal execution in a fast-paced, growth-oriented environment.
- Conduct financial, operational, and strategic due diligence on acquisitions.
- Develop detailed financial models to evaluate investment opportunities.
- Collaborate with leadership and stakeholders to drive strategic initiatives.
- Participate in management presentations and diligence meetings.
- Manage deal timelines and priorities with organizational rigor.
- Contribute to investment memos and presentation materials.
- Engage with strong personalities and maintain effective relationships.
Key Responsibilities & Duties
- Conduct comprehensive due diligence on prospective acquisitions.
- Build financial models to assess scenarios and value creation levers.
- Develop investment memos for stakeholders and leadership.
- Lead specific diligence workstreams across multiple deals.
- Participate in analyst calls and management presentations.
- Collaborate with investment teams and operational partners.
- Manage workflows and deal timelines effectively.
- Ensure rigorous organization and prioritization of tasks.
Job Requirements
- Bachelor of Science (BS) in a relevant field.
- 2–4 years of experience in financial services, ideally investment banking.
- Strong financial modeling and analytical capabilities.
- Solid understanding of accounting and corporate finance fundamentals.
- High emotional intelligence and ability to engage effectively.
- Demonstrated grit and resilience in high-pressure environments.
- Ownership and accountability for outcomes and results.
- Intellectual curiosity and commitment to continuous learning.
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