Mergers and Acquisitions Integration Specialist

LHH; West Des Moines (IA); Hybrid; USD 27,552 - 33,062; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

Commuter benefits

401K

Job summary

A financial consulting firm is seeking a Mergers and Acquisitions Integration Specialist in West Des Moines, IA. The role involves executing integration tasks, collaborating across departments, and ensuring compliance during transitions. The ideal candidate should have at least a High School Diploma or GED and experience with Microsoft Office. This hybrid position offers a competitive hourly wage of $20 - $24 and various benefits, including medical and 401K.

Qualifications

• 1+ years of experience with Microsoft Office.
• Detail-oriented and deadline-driven.

Responsibilities

• Execute daily M&A integration tasks and transaction processing.
• Collaborate with product sponsors to transition assets to Cetera.
• Identify and resolve potential issues proactively.
• Follow procedures to meet SLAs and quality metrics.
• Learn and support financial products, software, and systems.

Skills

Microsoft Office

Strong problem-solving skills

Organizational skills

Professional communication

Adaptability in fast-paced environments

Education

High School Diploma or GED

Bachelor's Degree

Job description

Mergers and Acquisitions Integration Specialist

We’re seeking a Mergers and Acquisitions Integration Specialist I to join our client. The M&A Integration Specialist ensures smooth asset and operational transitions during mergers and acquisitions, involving cross-functional collaboration, process streamlining, and supporting strategic growth initiatives. Key qualities include accuracy, independence, and adaptability.

Responsibilities:

• Execute daily M&A integration tasks and transaction processing
• Collaborate with product sponsors to transition assets to Cetera
• Identify and resolve potential issues proactively
• Follow procedures to meet SLAs and quality metrics
• Learn and support financial products, software, and systems
• Ensure compliance with company policies and regulations
• Coordinate across HR, IT, Finance, and Operations
• Support data management and partner with finance leads
• Manage stakeholder expectations and change initiatives

Qualifications:

Required: High School Diploma or GED, 1+ years of experience with Microsoft Office

Preferred: Bachelor’s Degree, 1+ years in financial services, detail-oriented, deadline-driven, independent thinker with sound judgment, strong problem-solving and organizational skills, professional communicator, adaptable in fast-paced environments

Location:

West Des Moines, IA (Hybrid: 2 days onsite)

Compensation:

$20 - $24/hr

Additional Information:

Benefits include medical, dental, vision, life insurance, short-term disability, voluntary benefits, EAP, commuter benefits, and 401K. Paid leave may include sick leave, federal/state/local mandated leave, and holiday pay.

Equal Opportunity Employer/Veterans/Disabled

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