Growth & M&A Strategy Associate

Modera Wealth Management, LLC; United States; A distancia; USD 115.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive based salary

Performance based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision, and more

Generous PTO and leave policies

Opportunities for professional growth

Continuing education

Descripción de la vacante

Modera Wealth Management, LLC in the United States is seeking a Corporate Development Associate to support Modera's inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives across the firm's office network in New York City, Boston, Westwood, Atlanta, and Charlotte.

This role conducts financial and strategic analyses, supports due diligence and transaction execution, develops financial models, prepares executive

Formación

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles.
• Strong Excel and financial modeling skills, including experience building valuation and transaction models independently.
• Demonstrated ability to synthesize quantitative and qualitative information into clear business recommendations.

Responsabilidades

• Evaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis.
• Build financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential.
• Develop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities.
• Prepare executive presentations, investment committee materials, business cases, and transaction summaries.
• Synthesize diligence results into actionable recommendations and support transaction structuring and integration planning.
• Coordinate due diligence activities across financial, operational, regulatory, technology, human capital, and commercial workstreams.
• Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution.
• Support sourcing efforts by identifying, assessing, and advancing prospective acquisition and partnership opportunities.
• Manage acquisition pipeline reporting, opportunity tracking, and related corporate development systems and tools.
• Identify and implement enhancements to corporate development processes, tools, reporting, and diligence methodologies.

Conocimientos

Excel

Financial modeling

Valuation analysis

Presentation skills

Educación

Bachelor's degree in Finance

Descripción del empleo

Modera Wealth Management, LLC in the United States is seeking a Corporate Development Associate to support Modera's inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives across the firm's office network in New York City, Boston, Westwood, Atlanta, and Charlotte.

This role conducts financial and strategic analyses, supports due diligence and transaction execution, develops financial models, prepares executive