Corporate M&A Associate

The role

This person will support inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives. They will conduct financial and strategic analyses and support due diligence and transaction execution.

What you will do

• Evaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis.
• Build financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential.
• Develop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities.
• Prepare executive presentations, investment committee materials, business cases, and transaction summaries.
• Synthesize diligence results into actionable recommendations and support transaction structuring and integration planning.
• Coordinate due diligence activities across financial, operational, regulatory, technology, human capital, and commercial workstreams.
• Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution.
• Support sourcing efforts by identifying, assessing, and advancing prospective acquisition and partnership opportunities.
• Manage acquisition pipeline reporting, opportunity tracking, and related corporate development systems and tools.
• Identify and implement enhancements to corporate development processes, tools, reporting, and diligence methodologies.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles.
• Strong Excel and financial modeling skills, including experience building valuation and transaction models independently.
• Demonstrated ability to synthesize quantitative and qualitative information into clear business recommendations.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written, verbal, and presentation communication skills.
• Ability to collaborate effectively with stakeholders across multiple functions and organizational levels.
• High level of professionalism, integrity, discretion, and sound business judgment.
• Detail-oriented while maintaining a strategic perspective.
• Comfortable supporting senior executives and contributing to high-impact strategic initiatives.

Nice to have

• Experience supporting mergers and acquisitions, strategic transactions, or corporate development initiatives
• Experience within wealth management, financial services, RIA, consulting, or professional services environments

Benefits

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work

About the company

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. The firm has more than 200 employees in 19 offices along the East Coast.