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Deal Execution Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-30
Listing for:
InforCapital
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Analyst, Corporate Finance
Job Description & How to Apply Below
Heritage Holding, a firm focused on acquiring and operating businesses through a platform-and-add-on model, is hiring a full-time Deal Execution Associate for its Boston office. The Associate will support the investment team across new platform and add-on acquisition opportunities:
- evaluating investment opportunities through market research, business diligence, and financial analysis
- building financial models, returns analyses, and transaction scenarios
- preparing deal memos, IOIs, LOIs, and investment committee materials
- managing diligence work streams across financial, legal, tax, commercial, and operational work streams
- coordinating with third-party advisors, lenders, and legal counsel
- and supporting negotiation, financing, closing, and post-close handoff.
The role offers direct exposure to live deal execution across the full transaction lifecycle at a firm built around acquiring and running businesses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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