Associate, Corporate Strategy
About the role
The Associate will be a member of Focus’ core strategy team which oversees all corporate development / M&A activities across Focus, 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.
Primary Responsibilities
- Participate in every step of the M&A deal process from proposal to close
- 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
- Acting as central point for coordination across Focus’ Corporate and business line teams
- Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams
Qualifications
- Bachelor’s degree from a top university or college
- 2-3 years full-time work experience in investment banking, private equity or strategic consulting
- Competency in financial statement analysis and strong analytical skills
- Excellent interpersonal and communication skills
- Strong organizational and prioritization skills
- Excellent attention to detail
- Intellectual curiosity and confidence to take initiative
Benefits
This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$120,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).
About Focus
Financial Partners is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.