Senior Analyst, Corporate Development

Responsibilities

• Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
• Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
• Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
• Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
• Develop deep knowledge of the wealth management industry
• Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
• Monitor past acquisition metrics
• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

• Bachelor’s or master’s degree in finance, accounting, business administration or related field
• 3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.)
• 3+ years’ experience with Microsoft Office products, including expertise in Excel and Power Point

• financial analysis
• valuation
• due diligence
• financial projections
• financial modeling
• reporting
• research
• capital structure
• M&A activity
• strategic partnerships

• collaboration
• presentation skills
• communication
• strategic thinking
• analytical skills

• Bachelor’s degree in finance
• Bachelor’s degree in accounting
• Bachelor’s degree in business administration
• Master’s degree in finance
• Master’s degree in accounting
• Master’s degree in business administration