What are the responsibilities and job description for the Associate, M&A position at Focus Financial Partners?
The Associate will be a member of Focus’ core M&A team, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms, due diligence, supporting in all the steps necessary to sign and close a deal, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.
Primary Responsibilities
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com .
The annualized base pay range for this role is expected to be between $100,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.
Primary Responsibilities
- Participate in every step of the M&A deal process from proposal to close
- Help maintain teamwide and firmwide M&A pipelines for various stakeholders across the firm
- Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers
- Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
- Structuring and modeling deal terms
- Preparing and presenting Investment Committee (IC) memorandums to the IC committee
- Preparing and presenting term sheets to prospects
- Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams
- Bachelor’s degree from a top university or college
- 2-4 years full-time work experience in investment banking, private equity, strategic consulting, wealth management or corporate M&A
- Excellent interpersonal and communication skills
- Strong organizational and prioritization skills
- Excellent attention to detail
- Intellectual curiosity and confidence to take initiative
- Competency in financial statement analysis and strong analytical skills
- Sales or business development experience a plus
- Experience in financial services or wealth management is a plus
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com .
The annualized base pay range for this role is expected to be between $100,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.
Salary : $100,000 - $125,000
