Associate, Corporate Strategy

Focus Financial Partners; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Bonus potential

Job summary

Focus Financial Partners is seeking an Associate to support its core strategy team overseeing corporate development and M&A activities. You will participate in every step of the deal process from proposal to close and work closely with senior team members to drive deals to completion across CIM review, due diligence, structuring, and IC presentations.

The role is based in major U.S. markets including New York, Austin, and San Francisco, with exposure to legal, finance, and business teams in a

Qualifications

• Bachelor’s degree from a top university or college.
• 2–3 years full-time experience in investment banking, private equity or strategic consulting.
• Strong financial statement analysis and analytical skills.
• Excellent interpersonal and communication skills.
• Strong organizational and prioritization skills.
• Excellent attention to detail.

Responsibilities

• Participate in every step of the M&A deal process from proposal to close.
• Review CIMs for investment banking led processes and coordinate NDAs / meetings.
• Perform financial due diligence and P&L scoping for deals.
• Structure and model deal terms.
• Prepare and present IC memorandums and term sheets.
• Coordinate across Focus’ Corporate and business line teams.
• Assist senior team members across legal, finance, and other teams.

Skills

Financial statement analysis

Analytical thinking

Interpersonal communication

Organizational skills

Attention to detail

Initiative

Presentation skills

Collaboration

Education

Bachelor’s degree from a top university

Job description

Job Description Summary:

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.

Job Description:

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 skills
• Excellent 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-$120,000base 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.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

* The following language is for US based roles only *

For California Applicants:

Information on your California privacy rights can be found here https:/focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249

For Indiana Applicants:

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants:

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.