What are the responsibilities and job description for the Mergers & Acquisitions Analyst Associate position at Signature Estate & Investment Advisors, LLC?
Job Description
Job Description
JOB TITLE : Mergers and Acquisitions (“M&A”) Analyst, Associate
EMPLOYER : Signature Estate and Investment Advisors
DEPARTMENT : Corporate Development / M&A
REPORTS TO : M&A Department Head
EFFECTIVE DATE : 02 / 12 / 2025
ABOUT SEIA :
With a legacy dating back to 1997, Signature Estate & Investment Advisors (SEIA) has cultivated a collaborative work environment where our associates work hand in hand with our owners and management, leaving a positive imprint on our firm and the esteemed clients we serve. While growing into one of the country's largest independent RIA firms, SEIA has steadfastly maintained a culture of unwavering respect and we take immense pride in our achievements and are equally committed to preserving the intimate, familial atmosphere that characterizes our boutique.
In the next phase of our expansion, we are enthusiastic about commencing our search for an Analyst, Associate, and, or, Senior Associate, to join our Mergers and Acquisitions department ("M&A Analyst" or "M&A Associate" This pivotal role will contribute significantly to the launch and development of the new department and play a crucial part in executing our firm's M&A strategy.
JOB SUMMARY :
The M&A Analyst / Associate will be accountable for proactively reaching out to advisory firm owners and sellers, evaluating their firms as potential investment opportunities, conducting comprehensive analyses on their businesses, creating financial presentations and pitch decks, and collaborating closely with SEIA Executives and Investors to oversee the execution of deals. You will become an integral part of a team comprised of dynamic, collaborative, and client-centric professionals dedicated to upholding our core values.
DUTIES & RESPONSIBILITIES :
Tasks will include but will not be limited to :
- Conducting financial analysis for M&A transactions, performing due diligence for potential investments, valuation analysis, and creating confidential information memos (CIMs) and pitch decks.
- Working within financial models to identify trends, develop pro-forma financial statements, and assess business valuations.
- Communicating with SEIA Executive Management (CEO, CCO, CFO, & Founders), M&A integration teams, and external investors for updates, approvals, and deal execution.
- Helping source and identify new acquisition targets, coordinating initial calls and meetings with prospective sellers and the deal team.
- Serving as liaison between M&A Department and Finance.
- Fulfilling other transaction-related duties as assigned.
QUALIFICATIONS & SKILLS :
All candidates will possess or exhibit the following :
Candidates who possess the following will be deemed more qualified than those who do not :
SUPERVISORY RESPONSIBILITIES :
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
