Strategic Integrations & M&A Analyst

Composition Wealth, LLC; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation structure

401(k) Plan with Employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

Job summary

Composition Wealth is seeking an Integrations and M&A Analyst to drive post‑acquisition integration, deal evaluation, and strategic initiatives. You will work across integration, deal analysis, and analytics, collaborating with executives and acquired-firm leadership to move priorities forward.

The role requires 3–5 years in relevant financial services, strong project management, and proficiency with Excel, PowerPoint, Salesforce, and Power BI.

Qualifications

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

Responsibilities

• Lead integration workstreams for acquired firms, owning plans and milestones.
• Assess acquired firms’ systems and translate findings into requirements.
• Coordinate across investment, technology, operations, accounting, and compliance.
• Protect data integrity through migration of client information and financial records.
• Surface risks early, report status to leadership, and improve the playbook after each close.
• Support deal evaluation, including banker-provided materials and target financial statements.
• Build and maintain models and projections tied to acquisition opportunities.
• Draft deal overview summaries and diligence questions for target management.
• Own the M&A calendar and opportunity tracking in the CRM (Salesforce).
• Support AI implementation agenda and advisory growth analytics.

Skills

Project management

Stakeholder coordination

Strategic analysis

Education

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

Tools

Excel

PowerPoint

Word

Salesforce

Power BI

Job description

Composition Wealth is seeking an Integrations and M&A Analyst to drive post‑acquisition integration, deal evaluation, and strategic initiatives. You will work across integration, deal analysis, and analytics, collaborating with executives and acquired-firm leadership to move priorities forward.

The role requires 3–5 years in relevant financial services, strong project management, and proficiency with Excel, PowerPoint, Salesforce, and Power BI.