M&A Strategy Associate — Deal Execution & Analysis

LE0123 Focus Partners Wealth LLC; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Focus Financial Partners is seeking an Associate for its core strategy team, focusing on corporate development and M&A execution. You will participate in every step of the deal process from proposal to close, coordinate with senior team members, and prepare IC memorandums and term sheets.

The role offers exposure to legal, finance, and cross-functional teams, with immediate responsibilities and opportunities for advancement in a fast-paced environment. Based in NYC and other major markets.

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.

Responsibilities

• Participate in every step of the M&A deal process from proposal to close
• Review 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

Skills

Financial analysis

Deal modeling

P&L review

Presentation skills

Education

Bachelor’s degree

Job description

Focus Financial Partners is seeking an Associate for its core strategy team, focusing on corporate development and M&A execution. You will participate in every step of the deal process from proposal to close, coordinate with senior team members, and prepare IC memorandums and term sheets.

The role offers exposure to legal, finance, and cross-functional teams, with immediate responsibilities and opportunities for advancement in a fast-paced environment. Based in NYC and other major markets.