Senior M&A Analyst
Our client, a boutique M&A advisory and consulting firm that services wealth management firms, is seeking a Senior M&A Analyst to join their high-performing team in Phoenix, Arizona. This is a unique opportunity to work closely with senior dealmakers and directly impact the growth and consolidation of the independent wealth management space.
As a third-party recruiter representing this client, we're looking for candidates who are not only technically strong but also passionate about the M&A lifecycle and eager to grow within a specialized, entrepreneurial environment.
Key Responsibilities
- Support end-to-end M&A transaction execution, including financial modeling, valuation, due diligence, and deal structuring.
- Conduct in-depth industry and company research, with a focus on RIAs, broker-dealers, and other wealth management platforms.
- Prepare client-ready presentations, pitch books, and investment memoranda.
- Collaborate with senior bankers and clients to drive strategic advisory engagements.
- Monitor market trends and maintain a pulse on the evolving wealth management M&A landscape.
Qualifications
- 2-5 years of experience in investment banking, M&A advisory, corporate development, or private equity.
- Strong financial modeling and valuation skills (DCF, precedent transactions, comps).
- Deep interest in the wealth management industry; prior exposure is a plus.
- Exceptional analytical, communication, and presentation skills.
- Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA is a plus.
Why This Role?
- Specialized Focus: Work with a firm that's deeply embedded in the wealth management space, offering unmatched industry insight.
- Deal Exposure: Gain hands-on experience across all phases of the M&A process.
- Growth Path: Join a nimble, growing team with clear opportunities for advancement.
- Culture: Entrepreneurial, collaborative, and intellectually rigorous environment.
Next Steps
If you're a driven M&A professional looking to specialize in a high-growth niche, we'd love to hear from you. Please apply today!
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