M&A Investing Associate

Core Areas of Work

• Conduct comprehensive financial, operational, and strategic due diligence on prospective acquisitions.
• Build detailed financial models to evaluate returns, assess upside/downside scenarios, and identify value creation levers.
• Develop investment memos and presentation materials for Aspen and Alpine stakeholders.
• Support and eventually lead specific diligence workstreams across multiple simultaneous live deals.
• Participate in management presentations, analyst calls, and diligence meetings.
• Collaborate closely with the Alpine Investing Team, Aspen Hold Co leadership, and OpCo partners.
• Manage deal timelines, workflows, and priorities with rigor and organization.

Requirements

• 2–4 years of professional financial services experience, ideally in investment banking.
• Strong technical and analytical capabilities, including financial modeling, commercial judgment, and scenario analysis.
• Solid understanding of accounting and corporate finance fundamentals.
• Strong executive presence and ability to engage with strong personalities.
• Grit and resilience: You thrive in high-pressure, fast-moving deal cycles. You maintain effectiveness and perspective under stress, setbacks, or sustained pressure.
• Ownership and accountability: You take full responsibility for outcomes, not just tasks - doing what it takes to get to the result, and owning the consequences.
• Intellectual curiosity: You have the belief that abilities, judgment, and performance can be continually expanded through effort, feedback, and deliberate learning—and that challenge, discomfort, and failure are necessary ingredients of long-term growth.
• High EQ: You read people and emotional dynamics accurately and interact in a way that reduces friction and keeps relationships productive. You can build confidence, reliability, integrity, and show good intent through consistent words, actions, and follow-through.

Qualifications

Aspen Standard Wealth is an equal-opportunity employer and welcomes applicants from all backgrounds.

Benefits

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA) with employer contributions
• Commuter Benefits
• 401(k) Plan with a 4% employer match
• Unlimited Paid Time Off (PTO)
• Life Insurance Coverage