Associate, Corporate Strategy

Focus Financial Partners; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

401(k)

Job summary

Focus Financial Partners is seeking an Associate for their Corporate Strategy team. The role involves participation in all M&A activities, including financial analysis, due diligence, and stakeholder coordination. Ideal candidates will have a Bachelor's degree and 2-3 years of experience in investment banking or private equity.

The position offers advancement opportunities in a fast-paced environment, along with a comprehensive benefits package. Base salary is expected between $90,000-$120,000, with potential for bonuses.

Qualifications

• 2-3 years full-time experience in investment banking, private equity, or strategic consulting.
• Competency in financial statement analysis and strong analytical skills.
• Excellent interpersonal and communication skills.

Responsibilities

• Participate in every step of the M&A deal process from proposal to close.
• Financial due diligence and P&L scoping for prospective deals.
• Acting as central point for coordination across Focus' Corporate and business line teams.

Skills

Financial statement analysis

Analytical skills

Interpersonal skills

Organizational skills

Attention to detail

Initiative

Education

Bachelor's degree from a top university or college

Job description

Associate, Corporate Strategy

The Associate will be a member of Focus' core strategy team which oversees all corporate development / M&A activities across Focus, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms and investment committee papers, due diligence, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.

This role is based in New York, NY; Austin, TX; San Francisco, CA.

Primary Responsibilities

• Participate in every step of the M&A deal process from proposal to close
• Review Confidential Information Memorandums (CIMs) for investment banker‑led processes to assess fit and coordinate NDAs / management meetings with investment bankers
• Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
• Structuring and modeling deal terms
• Preparing and presenting Investment Committee (IC) memorandums to the IC committee
• Preparing and presenting term sheets
• Acting as central point for coordination across Focus' Corporate and business line teams
• Assisting senior team members throughout the deal process, gaining cross‑functional exposure to legal, finance, and other teams

Qualifications

• Bachelor's degree from a top university or college
• 2-3 years full‑time work experience in investment banking, private equity or strategic consulting
• Competency in financial statement analysis and strong analytical skillsExcellent interpersonal and communication skills
• Strong organizational and prioritization skills
• Excellent attention to detail
• Intellectual curiosity and confidence to take initiative
• Ability to present and discuss analysis/findings to various stakeholders

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$120,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.