Associate, Business Development (m&a)

Focusfinancialpartners

New York, New York, United States
Base: $90,000–$110,000; bonus/equity: annual cash ...
On-site
Sourcing and building relationships
Vetting transaction partners
Financial data analysis
The Associate will be a member of Focus’s business development team for M&A transactions, focusing on sourcing and building relationships with independent wealth management firms

Job Summary

  • The Associate will be a member of Focus’s business development team for M&A transactions, focusing on sourcing and building relationships with independent wealth management firms.
  • Primary responsibilities include executing M&A strategy, leading conversations on Focus's value proposition, identifying data-informed investment theses, and supporting industry landscape knowledge.
  • The role offers immediate responsibilities with significant daily autonomy and opportunities for advancement, with a base salary range of $90,000–$110,000 plus bonus and benefits.

Matching Summary

The Associate will be a member of Focus’s business development team for M&A transactions, focusing on sourcing and building relationships with independent wealth management firms.

Salary

Base: $90,000–$110,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Sourcing and building relationships
  • Vetting transaction partners
  • Financial data analysis
  • CRM and pipeline management

Nice-to-have

  • Team player
  • Self-starter
  • Intellectually curious
  • Fast-paced environment

Key Requirements

  • Bachelor's degree from a top university
  • 2+ years full-time work experience
  • Excellent interpersonal and communication skills
  • Strong organizational and prioritization skills
  • Proficient in Microsoft products
  • Competency in financial statement analysis, M&A and strong analytical skills is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter