Associate, Corporate Development Specialist

Cetera Financial Group (CFG) is seeking an Associate Corporate Development Specialist to support Cetera’s Corporate Development team that is highly acquisitive across a variety of investment structures, from both equity and debt financing to fund controlling and minority investments. This position offers an excellent opportunity to work closely with seasoned corporate development professionals, key executives, and Cetera’s private equity sponsor, Genstar Capital, on a high volume of transactions providing an excellent path for rapid professional development.

Responsibilities for the role include evaluation of strategic initiatives and specifically supporting the execution of mergers, acquisitions, joint ventures, investments, and divestitures. In this capacity, they will support senior team members spearheading various analytical efforts within the group while developing and managing relationships with key leaders/stakeholders within various business units.

What you will do:

• Perform financial analysis, valuation, and due diligence of potential acquisitions.
• Prepare deliverables and recommendations to senior Corporate Development team members related to potential acquisitions, including financial models and supporting materials.
• Maintain and/or build complex and detailed financial, valuation, and LBO models as appropriate.
• Assist cross-functional teams and external advisors through the acquisition processes including due diligence, strategic analysis, valuation, synergy identification, contracting, etc.
• Collaborate with cross-functional teams involved in acquisitions processes, including legal, finance & accounting, human resources, etc.
• Help to identify strategic investment opportunities across the broker-dealer, RIA, wealth management, and financial technology sectors.
• Develop the strategic rationale for acquisitions or divestitures.
• Engage and manage transactions directly with private sellers.
• Work with senior leaders, finance management, and peers on strategic and ad hoc projects.

What you need to have:

• Bachelor’s degree.
• 2-3 years of investment banking, private equity, or equivalent corporate development experience with exposure to the financial services industry.
• Demonstrated MS Excel and financial modeling skills, including direct experience building complex three-statement forecast models, including but not limited to acquisition models using leverage and a variety of valuation methods (e.g., DCF, LBO, etc.).
• Excellent written and verbal communication skills together with expert proficiency in MS Excel and PowerPoint.
• Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented team environment.
• This individual will be a hybrid employee based out of New York, NY, or Los Angeles, CA.

What is nice to have:

• Direct financial services industry experience within Wealth Management is helpful, but not required.
• Familiarity with Private Equity sponsors and related deal structures is helpful, but not required.

Travel Requirements:

• 5% (i.e., minimal travel).

Compensation: 

#LI-DNI

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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