Corporate Development Associate

IntagHire; Florida; Hybrid; USD 85,000 - 130,000; Full time

Job summary

IntagHire seeks an ambitious Associate in Corporate Development to drive analysis and execution across strategic growth initiatives. You will model financial scenarios, assess acquisitions, and prepare executive-ready materials for senior leadership.

In a hybrid role based in Palm Beach, FL, you will collaborate with cross-functional teams and external advisors to turn concepts into executable plans while leveraging AI tools to enhance efficiency and insights.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related quantitative discipline.
• 2–4 years of experience in investment banking, management consulting, Big 4 transaction advisory/strategy, or similar corporate development.
• Advanced Excel financial modeling with three-statement models and scenario analysis.
• Exceptional PowerPoint capabilities for executive-ready presentations.
• Experience leveraging AI tools to optimize workflows and analysis.

Responsibilities

• Build and maintain financial models, including pro forma projections and sensitivity analyses.
• Analyze unit economics, margins, and investment returns for opportunities.
• Support holding-company budgeting, rolling forecasts, and reporting.
• Assist in evaluating new ventures, acquisitions, and joint ventures with due diligence.
• Prepare investor decks, diligence responses, and data-room materials.
• Review term sheets and contracts to align financial models with deals.

Skills

Integrity & Discretion

Accountability & Ownership

Effective Communication

Collaborative Independence

Attention to Detail

Education

Bachelor's degree in Finance, Accounting, Economics, or related quantitative discipline

Tools

Excel financial modeling

PowerPoint

AI tools (Claude/ChatGPT)

Job description

Reports To: Vice President of Corporate Development

FLSA Status: Exempt

Employment Type: Full-Time

About Our Client

Our client is a high-growth holding and management company that operates an expanding portfolio of specialized operating businesses across the financial services and wealth management ecosystem. The firm serves as the centralized platform and shared services engine for its portfolio companies, providing the strategic, financial, and operational infrastructure required to drive sustainable scale.

By centralizing core business capabilities, our client fosters operational excellence, accelerates strategic expansion, and enables each individual operating business to focus on delivering high-touch client service while leveraging institutional-grade shared resources.

Position Summary

This is an entrepreneurial, high-visibility role positioned at the center of our client’s strategic growth, sitting at the intersection of corporate development, M&A, and corporate strategy. Reporting directly to the Vice President of Corporate Development, the Associate will blend rigorous quantitative analysis with high-level qualitative problem-solving—shaping business strategy, evaluating transactions, leading complex initiatives, and collaborating closely with senior leadership.

In any given week, you may evaluate a new operating venture, structure a strategic joint venture, assess capital allocation decisions, and partner cross-functionally to turn approved initiatives into operational reality. The ideal candidate thrives in an autonomous, fast-paced environment, embraces ambiguity, and excels at breaking down loosely defined challenges into structured solutions and well-reasoned executive recommendations.

Key Responsibilities

Financial Analysis & Modeling

• Build and maintain comprehensive financial models—including pro forma projections, growth scenarios, cash flow forecasts, sensitivity analyses, and distribution/waterfall schedules to guide executive-level decision-making.
• Analyze unit economics and partnership/revenue-sharing structures, translating raw data into actionable insights on margins, payback periods, breakeven thresholds, and overall investment returns.
• Partner with the finance and accounting teams to support holding-company budgeting, rolling forecasts, and recurring management reporting.
• Support the evaluation and execution of new business ventures, strategic acquisitions, and joint ventures through market research, commercial and financial due diligence, scenario modeling, and valuation.
• Assist in preparing investor/lender decks, diligence responses, data-room materials, and financing requests for capital-raising initiatives.
• Review term sheets, purchase agreements, and partnership contracts to evaluate key economic terms, ensuring alignment between legal documentation and underlying financial models.

Project Planning & Operational Execution

• Own workplans, project trackers, and critical path deliverables across multiple concurrent strategic initiatives, proactively reprioritizing tasks as business needs shift.
• Interface cross-functionally with internal stakeholders (finance, operations, legal, compliance, HR) and external advisors (outside counsel, lending partners, transaction counterparts) to maintain deal and project momentum.
• Help transition completed deals and approved initiatives from concept to execution by drafting operating frameworks, onboarding guides, KPI dashboards, and foundational processes.

Executive Materials & Communications

• Translate complex, loosely defined mandates into structured, presentation-ready first drafts—synthesizing data, highlighting core assumptions, flagging risks, and framing recommendations.
• Author executive-level memos, presentations, and board materials for the VP of Corporate Development and the executive leadership team.
• Develop scalable tools, standardized financial templates, and automated workflows—including leveraging advanced AI capabilities to enhance efficiency, speed, and analytical rigor across the corporate development function.

Core Competencies

• Integrity & Discretion: Exceptional judgment with strict adherence to confidentiality and professional ethics in managing sensitive corporate data and deal materials.
• Accountability & Ownership: High personal standard for follow-through, end-to-end execution, and analytical accuracy.
• Effective Communication: Clear, concise written and verbal communication skills with the ability to tailor messaging for executive and external stakeholders.
• Collaborative Independence: Ability to work autonomously with minimal supervision while functioning seamlessly in a team-oriented setting.
• Attention to Detail: Rigorous quality control across financial spreadsheets, memos, and visual presentations.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline.
• Experience: 2–4 years of experience in investment banking, management consulting, Big 4 transaction advisory/strategy, or a comparable corporate development role.
• Technical Skills: Advanced Excel financial modeling expertise (e.g., three-statement models, DCF, returns analysis, pro forma forecasting, and scenario stress-testing).
• Presentation Skills: Exceptional PowerPoint capabilities with an aptitude for building clean, visually compelling, executive-ready presentations.
• Modern Tooling & AI: Demonstrated competency leveraging modern workplace AI tools (such as Claude, ChatGPT, custom agents, and automated workflows) to optimize workflows, research, and analysis.
• Deal Fluency: Solid understanding of core corporate finance principles, valuation methodologies, and common M&A/deal structures.
• Industry Focus (Preferred): Prior exposure to wealth management, Registered Investment Advisors (RIAs), asset management, insurance, or broader financial services is a strong plus.
• Setting: Standard hybrid corporate office environment (prolonged computer work; occasional standing/walking or light lifting up to 20 lbs).
• Schedule: Hybrid schedule requiring 2–3 days per week in the Palm Beach, FL office.
• Travel: Approximately 10% expected travel as project and transaction requirements dictate.