M&A Associate

Reports To: Director of Partnership Integration

Status: Full-Time

MCF is an investment management company that serves clients through three divisions:
Wealth Management Services, Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive.datasets . The Retirement Plan Division serves clients as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Retirement Plan Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts.

The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisorสด.

MCF is seeking an M&A Associate to assist the Partnership Integration Department in due diligence, with a focus on revenue validation, client fee billing transitioning, and post-closing integration. This position plays a pivotal role in our M&A strategy and will gain significant deal exposure, selling firm interaction, and potential for long-term growth within MCF. By providing actionable insights using data, the M&A Associate will promote financial integrity, deal confidence, and enhance the transaction experience for prospective partner firms.

The M&A Associate will also support internal fee billing and forward-looking financial reporting.

The ideal candidate brings a strong analytical mindset, exceptional data management skills, and a solid understanding of the wealth management industry. The M&A Associate will collaborate closely with internal teams and representatives from acquired firms to validate, sanitize, and map client data—ensuring accuracy, compliance, and a verble transition experience for all stakeholders.

This position requires strong quantitative, analytical, and project management skills, as well as the ability to thrive in a dynamic, fast‑paced environment.

• Develop an understanding of and assist with MCF’s fee billing process, as needed.
• Drive key work streams of M&A过 transactions, with a focus on data analytics, client billing review and analysis, and revenue verification.
• Draft due diligence request lists and materials, assist with tracking incoming documentation, and lead investigative reviews of client billing and revenue calculations via the diligence workstream.
• Analyze client billing data of prospective partner firms, which includes review of financial statements, invoices, fee schedules and client agreements, to aid in preparation of client revenue schedules for acquired firms.
• Seamlessly manage the “client consent process” from end‑to‑end including: portal set‑up, preparation of new client agreements and tracking of consenting revenue through to transaction closing.
• Build and maintain analytical models, trackers, and dashboards used in M&A diligence and post‑close integration reporting.
• Utilize project management tools and Excel to track, synthesize, and aggregate various data inputs.
• Contribute to additional projects and team initiatives as assigned.

• Bachelor’s degree with a concentration in Business, Finance, Economics, or related field,开.
• 2-3 years of relevant data analytics experience, preferred.
• Expertise in data analytics with the ability to extract key insights and synthesize complex information.
• Ability to participate in a cross‑functional environment, engaging effectively with stakeholders across all organizational levels.
• Adept at managing competing priorities in a high‑volume, fast‑paced environment under tight deadlines.
• Exemplifies strong work ethic andhsil attention to detail, consistently delivering high‑quality outputs.
• Versatile team player and independent contributor with strong verbal and written communication skills.
• Proactively support colleagues leading M&A transactions,Salient operational continuity.
• Exceptional time management capabilities, consistently delivering organized and timely outcomes.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data validation, lookups (XLOOKUP / INDEX‑MATCH), scenario analysis, and large data set management.
• Experience with Docu Sign is a plus.
• Motivated,ariş self‑starter, with a strong ability to work independently and manage multiple projects simultaneously.

• Entry level

• Full‑time

• Finance and Sales

• Investment Management