Sr. Analyst M&A Solutions
Job Overview
The Senior Analyst for LPL’s M&A Deal Support team plays an instrumental role throughout the lifecycle of an M&A transaction. This role is responsible for helping to deliver seamless M&A transaction support for LPL’s advisors, institutions, and internal partners that results in successful deal execution.
Responsibilities
- Manage task assignments and targeted completion dates throughout the M&A transaction
- Leverage internal teams and resources proactively to ensure key milestones are completed and advisor expectations are consistently met
- Provide valuation and modeling support for Comprehensive Deal Support Engagements
- Prepare for and participate in advisor calls
- Manage the M&A deal financing process
- Become a subject matter expert in small business mergers and acquisitions, both in analytical deal-making deliverables and the operational processes of due diligence and integration
- Lead in developing, continuously improving, and streamlining processes and scalable solutions for advisor M&A deal execution
- Provide deal deliverables and analysis, including cash flow analysis, license comparisons, advisory billing recaps, purchase agreement drafts, deal decks and the closing packet
- Identify and escalate deal risks to the Deal Consultant
- Manage the deal team’s key metrics and deal statistics
Requirements
- Bachelor’s degree in finance, business, economics, or a related discipline
- 2-5 years’ experience in relationship management, corporate finance, or related roles requiring strong follow-up and analytical skills
- 2+ years’ experience in financial services, with an understanding of M&A, valuation, lending and deal term options to guide advisors to make educated decisions
- 2+ years’ experience working in Excel and PowerPoint
Core Competencies
- Effective communication, presentation and writing skills to present complex topics in an engaging way
- Synthesize complex processes and communicate into digestible messages
- Strong execution, efficient project management and key deliverable tracking skills
- Manage multiple deals/projects and prioritize as needed
- Excellent problem-solving skills
Preferences
- Experience with CRM tools such as Salesforce
Pay Range
$81,267.00 - $135,445.00
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.