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

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
Functional knowledge of financial modeling, corporate finance, financial accounting, and company valuation concepts
Self-starter with a demonstrated ability to multi-task and prioritize workload in a dynamic environment
Exemplary communications skills, with the confidence to effectively present complex topics to deal teams and business leaders in a clear and actionable manner
Ability to work comfortably with incomplete information and manage ambiguity in a fast-paced environment
Analytical mindset with strong attention to detail and critical thinking skills who is comfortable presenting problems and resolution recommendations
Positive attitude with a commitment to excellence and integrity

Senior Analyst, Corporate Development

Key skills