Mergers and Acquisitions Analyst

Overview

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site)

At OnePoint BFG Wealth Partners
, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an M&A Analyst
.

Position Overview:

The M&A Analyst will play a critical role in supporting the firm's strategic growth initiatives through mergers and acquisitions. This position involves performing in-depth market research, financial analysis, and due diligence to evaluate potential acquisition targets within the wealth and asset management industry. The analyst will work closely with senior management and cross-functional teams throughout the entire transaction lifecycle, from initial prospecting to post-deal integration planning.

This position will be part of the Finance team at the firm.

• Financial Modeling & Valuation:
  Build and maintain detailed financial models, including discounted cash flow (DCF), comparable wealth managers, and precedent transactions analyses, to assess the value and potential impact of M&A transactions.
• Due Diligence:
  Coordinate and perform rigorous business, financial, operational, and compliance due diligence on potential targets, managing data rooms and working with external advisors and legal teams.
• Research & Prospecting:
  Conduct market and industry research to identify prospective RIA firms and financial advisor teams for acquisition, using online databases and other sources.
• Documentation & Presentations:
  Prepare client and internal presentations, pitch decks, information memoranda, and internal reports for the executive team and the board of directors.
• Transaction Support:
  Assist in all aspects of deal execution, including negotiation support, managing communication between stakeholders, and ensuring compliance with regulatory requirements.
• Integration Planning:
  Collaborate with various internal departments (accounting, HR, technology, transition team etc.) to support the development and execution of post-merger integration plans.

• Education:
  
  A Bachelor’s degree in Finance, Accounting, Economics, or a related field is required.
• Experience:
  
  Prior experience (2-4 years) as an M&A analyst, investment banking analyst, or in a client-facing financial advisory role, preferably within the wealth management industry, is highly desirable.
• Technical
  
  Skills:
  • Strong proficiency in financial modeling and valuation techniques.
  • Expertise in Microsoft Office Suite, especially Excel and PowerPoint.
  • Familiarity with CRM and pipeline management systems is a plus.
• Soft Skills:
  • Exceptional analytical and problem-solving abilities, with a keen attention to detail.
  • Strong written and verbal communication skills and the ability to work comfortably with C-level executives and clients.
  • High level of motivation, a positive team-oriented attitude, and an ability to manage multiple projects under tight deadlines.
  • An entrepreneurial mindset and a desire for continuous learning.

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth
  :
  You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture
  :
  Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards
  :
  We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement
  :
  Benefit from continuous development opportunities and long-term career progression.