M&A Integration & Change Management Associate

Cerity Partners; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings and investment plan – 4

Flexible PTO policy

Parental Leave

Education assistance for professional

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners seeks an organized administrative professional to support our Business Integration & Change Management Team. You will assist merger due diligence and post-close integration across multiple deals, coordinating cross-functional workstreams and ensuring smooth transitions for newly merged firms.

The role requires a bachelor’s degree and 1–3 years in integration or project coordination, plus proficiency with Microsoft Office, Smartsheet, Asana, and Box.

Qualifications

• Bachelor’s degree required.
• 1–3 years in integration, project management, or coordination.
• Strong organization and attention to detail.
• Proficiency with Microsoft Office Suite.
• Experience with AI tools (Claude, Copilot) desirable.
• Experience with Smartsheet, Asana, Box or similar PM/file platforms preferred.

Responsibilities

• Support merger due diligence and integration across multiple transactions.
• Coordinate meetings with internal teams, stakeholders, and merger partners.
• Manage calendars and optimize meeting scheduling for the integration team.
• Draft communications and summarize transcripts using AI tools.
• Maintain and organize integration documentation and reporting materials.
• Build and track project plans in Smartsheet and Asana with milestones and owners.
• Support TOM development by documenting current vs. future states.
• Ensure timely updates to merger integration status for stakeholders.

Skills

Strong communication

Organizational skills

Detail oriented

Growth mindset

Team player

Project coordination

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Smartsheet

Asana

Box

Claude

Microsoft Copilot

Job description

Cerity Partners seeks an organized administrative professional to support our Business Integration & Change Management Team. You will assist merger due diligence and post-close integration across multiple deals, coordinating cross-functional workstreams and ensuring smooth transitions for newly merged firms.

The role requires a bachelor’s degree and 1–3 years in integration or project coordination, plus proficiency with Microsoft Office, Smartsheet, Asana, and Box.