Senior M&A Associate — Global Deals & Growth

Franklin Templeton; New York (NY); On-site; USD 165,000 - 190,000; Full time

Benefits offered by this job

PTO 3 weeks

Health insurance

401k match

ESIP

LEAP program

Employee investment benefits

Job summary

Franklin Templeton, a leading global investment manager, is seeking a highly analytical M&A professional in New York to help identify and execute strategic opportunities.

You will lead detailed financial modeling, due diligence, and deal execution, collaborating with senior management across asset management and corporate development, with a focus on delivering value in a fast-paced environment.

Qualifications

• 3–6 years in investment banking, corporate development, M&A, or asset management.
• Experience in Financial Institutions with a focus on asset management.
• Proven end-to-end M&A deal modeling, valuation, and analysis.
• Advanced Excel and PowerPoint with strong financial modeling skills.
• Strong analytical skills and ability to synthesize complex information.
• Ability to leverage AI tools to enhance analysis.
• Bachelor's degree in finance or related field.

Responsibilities

• Work with senior management to identify and execute Franklin Templeton’s global M&A activities including joint ventures, strategic investments, and other growth initiatives.
• Lead the creation of detailed financial models to assess various M&A and strategic initiatives including valuations, returns, key operating assumptions and sensitivities.
• Conduct detailed financial due diligence, including quality-of-earnings reviews, working capital analyses, and operational assessments.
• Prepare investment committee materials, including transaction memos, valuation outputs, and risk assessments.
• Perform comprehensive industry and competitive landscape analyses to support deal thesis development.
• Drive the execution of opportunities including presentations, financial modeling, due diligence, transaction structuring and negotiation.
• Assess industry valuation benchmarking and relevant comparables.
• Assist with post-closing integration across investments, distribution and all corporate functions.

Skills

Investment banking

Corporate development

Asset management

M&A transactions

AI tools

Communication

Entrepreneurial spirit

Education

Bachelor's degree in finance or related field

Tools

Excel

PowerPoint

Job description

Franklin Templeton, a leading global investment manager, is seeking a highly analytical M&A professional in New York to help identify and execute strategic opportunities.

You will lead detailed financial modeling, due diligence, and deal execution, collaborating with senior management across asset management and corporate development, with a focus on delivering value in a fast-paced environment.