Strategic Analyst, Integrations & M&A

Composition Wealth, LLC; San Francisco, Northern (CA, KY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with Employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

Job summary

Composition Wealth seeks a Strategic Analyst to drive integrations and M&A initiatives, reporting to the Director of Strategic Initiatives. You will focus on integrating acquired firms onto the Composition platform, with potential involvement in deal evaluation, due diligence, and strategic projects such as AI and growth analytics.

Key responsibilities include leading integration workstreams, assessing systems, and coordinating with across teams while surfacing risks and maintaining the CRM and

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–5 years in wealth management, financial services, consulting, or banking.
• Track record running multiple projects under deadlines.
• Proficient in Excel, PowerPoint, and Word; Salesforce experience preferred.
• Working familiarity with AI tools; Power BI or similar a plus.

Responsibilities

• Lead integration workstreams for acquired firms and manage milestones.
• Support deal evaluation and build financial models for opportunities.
• Assist AI implementations and analytics for advisory growth.

Skills

Excel

PowerPoint

Word

AI tools

Power BI

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Salesforce

Job description

Job Title: Strategic Analyst, Integrations & M&A

Location: Seattle, WA|San Francisco Bay Area, CA|Los Angeles, CA

Job Type: Full-time, Exempt

Salary Range: $100,000 – $130,000

Company Overview

At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Strategic Analyst to join our growing team.

Job Description

You will provide analytical and project management horsepower across the firm’s integration and M&A functions, reporting to the Director of Strategic Initiatives. Your primary focus is integrating newly acquired firms onto the Composition platform. As capacity permits, you will move upstream to deal evaluation and due diligence, and then to other strategic priorities such as AI implementation and advisory growth analytics.

Key Responsibilities

Integrations

• Lead integration workstreams for acquired firms, owning plans and milestones


• Assess acquired firms’ systems and processes and translate findings into requirements


• Coordinate across investment, technology, operations, accounting, and compliance


• Protect data integrity through the migration of client information and financial records


• Surface risks early, report status to leadership, and improve the playbook after each close

M&A and Inorganic Growth

• Support deal evaluation, including banker-provided materials and target financial statements


• Build and maintain models and projections tied to individual acquisition opportunities


• Draft deal overview summaries and diligence questions for target management


• Own the M&A calendar and opportunity tracking in the CRM (Salesforce)

Strategic Initiatives (as capacity allows)

• Support the firm’s AI implementation agenda: use cases, tool evaluation, and pilots


• Support advisory growth strategy and analytics, including Board and Leadership KPI reporting

Core Capabilities

• Flexes with the work – moves between integration execution, deal analysis, and strategic projects as priorities shift


• Thinks in systems – breaks messy situations into plans, dependencies, and owners


• Earns trust quickly – works credibly with executives and acquired-firm principals, and challenges constructively


• Drives to done – tracks progress, raises risks early, and closes loops without being chased

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field


• 3–5 years in wealth management, financial services, consulting, or banking


• Track record running multiple projects at once under competing deadlines


• Proficient in Excel, PowerPoint, and Word; Salesforce experience preferred


• Working familiarity with AI tools a plus; Power BI or similar a plus


• Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Why Join Us?

• Competitive compensation structure


• 401(k) Plan with Employer matching


• Employer health savings account


• Medical & vision insurance


• Continuing education support


• Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.