Mergers & Acquisitions, Senior Associate

Who We Are:

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion to provide tailored financial strategies for high-net-worth individuals and institutions.

Summary:

This is a unique opportunity to join our Corporate Development team. The M&A Senior Associate will play a critical role in supporting M&A and Integration activities by driving key strategic initiatives and performing detailed due diligence on potential acquisitions. This role will involve collaborating with multiple stakeholders across the organization and drive transactions from accepted terms through close through process-oriented program and change management of key transaction milestones, with a particular focus on ensuring smooth diligence and integration. Seeking a dynamic Senior Associate to join an in-house Corporate Development team, focusing on implementing a diligence and integration program for newly acquired businesses.

Key Responsibilities:

• M&A Due Diligence: Perform detailed financial and business due diligence on potential acquisition targets. Support day-to-day diligence activities, including managing external data rooms, coordinating meetings/calls, and working with external advisors.
• Integration Support: Collaborate with cross-functional teams to drive post-acquisition integration efforts, creating and managing organizational documents, spreadsheets, timelines, milestones, and ensuring responsible parties are aligned with integration tasks.
• Financial Analysis & Reporting: Provide ad-hoc financial analyses and reporting to support M&A and Corporate Development leaders. Assist in the preparation of presentations for the executive team and board of directors.
• Cross-functional Collaboration: Work closely with various department heads (accounting/finance, HR, technology, risk management, etc.) to ensure alignment on M&A activities and integration goals.

Required Qualifications:

• 3-6 years of experience in corporate development, private equity, investment banking, management consulting, or project management with a focus on transactional M&A work.
• Strong program and project management skills, including the ability to handle multiple high-priority projects in a fast-paced environment and coordinate across departments.
• Exceptional written and oral communication skills, with the ability to present complex ideas clearly to both internal teams and external stakeholders.
• Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation creation.
• Bachelor’s degree in Finance, Accounting, Economics, or Business from a top-tier institution.

Preferred Qualifications:

• Experience in the wealth management or financial services industry.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $115,000 – $140,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 

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NFP is an inclusive Equal Employment Opportunity employer.