Corporate Development Analyst/Associate
Our client, a nationally recognized independent wealth management firm with offices across major U.S. markets, is seeking a Corporate Development Analyst/Associate to join their dynamic team. This is a unique opportunity to work directly with senior leadership-including the CEO-on strategic growth initiatives for a fast-growing, acquisitive registered investment advisory (RIA) firm.
The successful candidate will have a desire to work on M&A transactions in addition to an interest in client outreach and relationship cultivation.
Key Responsibilities:
- Conduct research to identify prospective RIA firms and financial advisor teams using online databases and other sources.
- Support due diligence efforts by analyzing financials, contracts, leases, compensation structures, and other relevant data.
- Manage outreach campaigns across multiple geographies, including high-volume outbound calls.
- Develop marketing collateral and coordinate lead generation strategies.
- Assist with ad-hoc financial analyses related to strategic initiatives.
Candidate Profile:
- Bachelor's degree required.
- 1-3 years of professional experience, ideally in financial services, investment banking, or business development.
- Strong communication and relationship-building skills.
- Highly organized, detail-oriented, and comfortable working in a fast-paced, remote environment.
- Proficient in Microsoft Office (Word, Excel, PowerPoint); CRM experience is a plus.
Interested candidates please apply above with your resume attached.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.