Responsibilities
- Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
- Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
- Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
- Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
- Develop deep knowledge of the wealth management industry
- Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
- Monitor past acquisition metrics
- Ad-hoc analysis, research, financial modeling, and additional responsibilities as required
Requirements
- Bachelor’s or master’s degree in finance, accounting, business administration or related field
- 3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.)
- 3+ years’ experience with Microsoft Office products, including expertise in Excel and PowerPoint
Hard Skills
- financial analysis
- valuation
- due diligence
- financial projections
- financial modeling
- reporting
- research
- capital structure
- M&A activity
- strategic partnerships
Soft Skills
- collaboration
- presentation skills
- communication
- strategic thinking
- analytical skills
Certifications & Qualifications
- Bachelor’s degree in finance
- Bachelor’s degree in accounting
- Bachelor’s degree in business administration
- Master’s degree in finance
- Master’s degree in accounting
- Master’s degree in business administration
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