Senior Associate - Integration & Separation Advisory

Leo Berwick; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Unlimited PTO

Remote and location flexibility

Monthly fringe benefit stipend ($400)

Pension & retirement contributions

Wellness benefits

Job summary

Leo Berwick in New York seeks a Senior Associate to lead analytical workstreams across North America’s energy and infrastructure deals, shaping value through strategy, risk assessment, and synergy planning.

You’ll translate complex data into actionable insights, mentor colleagues, and drive client outcomes in a fast-paced, collaborative environment with travel as needed.

Qualifications

• 2–3 years in transaction advisory, due diligence, or value creation ideally with experience at a Big 4 or similar firm.
• Bachelor’s degree in Accounting, Business, Finance, Engineering, Economics, or related discipline.
• Advanced Excel and PowerPoint skills (modeling, analytics, visual storytelling).
• Excellent interpersonal, negotiation and conflict resolution skills.

Responsibilities

• Quantify synergies and value creation opportunities during buy-side transactions; assess carve-out requirements and operating costs of standalone entities.
• Identify areas of operational entanglement to be managed through a defined separation workplan on sell-side transactions.
• Advise on the scope and commercial terms of transition services agreement structures.
• Advise clients during post-deal execution, including synergy capture, integration planning, performance tracking, and operational transformation.
• Contribute to report writing and presentation development, creating structured, client-ready deliverables with guidance from VP’s and Directors.
• Engage with clients under supervision, presenting key insights and building strong, trust-based relationships.
• Take ownership of workstreams and help manage day-to-day delivery across multiple projects in a deadline-driven environment
• Communicate insights effectively through compelling data visualizations and presentations.
• Support project planning, internal workflow management, and day-to-day client interactions.
• Operate in fast-paced, ambiguous environments with the ability to pivot and adapt as needed.

Skills

Transaction advisory

Due diligence

Value creation

Excel

PowerPoint

Interpersonal skills

Negotiation

Education

Bachelor's degree in Accounting

Bachelor's degree in Business/Finance

Tools

Excel

PowerPoint

Job description

About Leo Berwick

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

At Leo Berwick, we hire the best and the brightest. As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional together while delivering dedicated, customized service to every client.

What we’re looking for

• Our team supports our clients maximize the impact of their mergers, acquisitions, carve-outs, or divestitures. We support value creation across the transaction timeline — from early strategy and risk assessment through synergy planning, performance improvement, and integration. Our work is fast-paced, diverse, and high-impact.


• As a Senior Associate, you’ll lead key analytical workstreams, develop strategic insights, and help clients unlock value in some of the most transformative deals across North America’s energy and infrastructure landscape.

You’re the right fit for this role if you –

• Thrive in fast-paced, high-stakes environments where your insights shape real investment decisions


• Have a proven ability to break down complex data into actionable insights that drive value


• Want to move beyond financial analysis into strategic, operational, and commercial value creation


• Thrive in a collaborative, entrepreneurial environment where your ideas drive client outcomes


• Enjoy collaborating in a close-knit, high-performing team while mentoring others and helping them grow


• Are comfortable working with ambiguity, owning deadlines, and figuring things out independently when needed


• You want to learn from the best, help grow the practice, and be rewarded for your efforts.

What you'll do

• Quantify synergies and value creation opportunities during buy-side transactions; assess carve-out requirements and operating costs of standalone entities.


• Identify areas of operational entanglement to be managed through a defined separation workplan on sell-side transactions.


• Advise on the scope and commercial terms of transition services agreement structures.


• Advise clients during post-deal execution, including synergy capture, integration planning, performance tracking, and operational transformation.


• Contribute to report writing and presentation development, creating structured, client-ready deliverables with guidance from VP’s and Directors.


• Engage with clients under supervision, presenting key insights and building strong, trust-based relationships.


• Take ownership of workstreams and help manage day-to-day delivery across multiple projects in a deadline-driven environment


• Communicate insights effectively through compelling data visualizations and presentations.


• Support project planning, internal workflow management, and day-to-day client interactions.


• Operate in fast-paced, ambiguous environments with the ability to pivot and adapt as needed.

What you bring

• 2–3 years in transaction advisory, due diligence, or value creation ideally with experience at a Big 4 or similar firm Bachelor’s degree in Accounting, or related field required.


• Bachelor’s degree in Business, Finance, Accounting, Engineering, Economics, or related discipline.


• Advanced Excel and PowerPoint skills (modeling, analytics, visual storytelling).


• Excellent interpersonal, negotiation and conflict resolution skills.


• Excellent organizational skills and attention to detail.


• Ability to structure ambiguous problems, synthesize large data sets, and identify key value drivers.


• Critical thinking with strong attention to detail and commercial intuition.


• The successful candidates must be able to travel with Canada and the USA.


• Unlimited paid time offincluding 2 weeks of disconnected time each year


• Flexible working arrangements – remote and location flexibility


• Pension & retirement contributions


• Monthly fringe benefit stipend (up to $400)


• Additional benefits to support your physical and mental wellness

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.