Hybrid Strategic Growth & M&A Associate

Modera Wealth Management, LLC; New York (NY); On-site; USD 115,000 - 145,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

401(k) plan with match

Medical, Dental, Vision insurance

Generous PTO

Professional growth opportunities

Partial remote work

Salary range: $115,000-145,000

Job summary

Modera Wealth Management, LLC is seeking a Corporate Development Associate to support inorganic growth through mergers, acquisitions, and strategic partnerships. You will perform financial analyses, due diligence, and cross-functional collaboration to drive long-term growth.

The role involves building valuation models, preparing executive materials, and coordinating due diligence across multiple workstreams. A strong finance background and experience in corporate development are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or 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.

Responsibilities

• 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.

Skills

Analytical thinking

Financial modeling

Presentation skills

Cross-functional collaboration

Education

Bachelor's degree in Finance or related

Tools

Excel

Job description

Modera Wealth Management, LLC is seeking a Corporate Development Associate to support inorganic growth through mergers, acquisitions, and strategic partnerships. You will perform financial analyses, due diligence, and cross-functional collaboration to drive long-term growth.

The role involves building valuation models, preparing executive materials, and coordinating due diligence across multiple workstreams. A strong finance background and experience in corporate development are essential.