Analyst, Mergers and Acquisitions

Carson Group • Omaha, NE

3d

About The Position

The Analyst, Mergers and Acquisitions supports Carson’s strategic growth initiatives by analyzing potential acquisitions, investments, joint ventures, and other inorganic opportunities. The role evaluates strategic fit, financial and operational data, and deal rationale, and supports financial modeling, valuation, deal structuring, due diligence, and transaction execution. The analyst also contributes to acquisition and partnership strategies, succession plans, and transition strategies.

The position supports transactions from initial analysis through execution, prepares acquisition proposals and term-sheet materials, coordinates with internal stakeholders, and manages deal pipeline information and tracking tools. It also supports external relationships and cross-team collaboration, monitors pipeline activity for leadership, and identifies improvements to deal processes and efficiency. The role may include additional duties as assigned by leadership and requires occasional travel.

Requirements

• Minimum of one to three years of experience in mergers and acquisitions, investment banking, corporate finance, or a related field.
• Experience with financial modeling, valuation, and analytical problem-solving.
• Strong verbal, written, and presentation skills.
• Demonstrated quantitative and analytical mindset.
• Ability to work effectively in ambiguous environments and manage competing priorities.
• Strong collaboration skills and a team-oriented mindset.
• Ability to travel occasionally.

Nice To Haves

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred.
• Experience in or familiarity with wealth management or the financial services industry preferred.
• Experience working in business development, consulting, or a custodian environment preferred.

Responsibilities

• Analyze mergers and acquisitions transactions, including acquisitions, investments, joint ventures, and other inorganic opportunities.
• Evaluate strategic fit and rationale for potential deals.
• Conduct financial modeling and valuation analysis to support deal structuring.
• Support due diligence, including business and financial assessments.
• Assist in developing deal structures, succession plans, and transition strategies.
• Prepare presentations and summary materials for acquisition proposals and term sheets.
• Support end-to-end transaction processes from initial analysis through execution.
• Coordinate with internal stakeholders to ensure alignment and progress on active deals.
• Develop and maintain internal tools and tracking systems for active, inactive, and closed deals.
• Monitor pipeline activity and provide updates to leadership.
• Identify opportunities to improve deal-tracking and execution processes and efficiency.
• Support the development and maintenance of relationships with external partners and stakeholders.
• Collaborate across teams to align priorities and advance strategic initiatives.
• Navigate ambiguous situations while balancing multiple stakeholder interests.
• Perform additional tasks and responsibilities as assigned by leadership.
• Travel occasionally.

Benefits

• Base salary with bonus potential.
• 401(k) with company contribution and matching.
• Paid time off (PTO).
• Parental leave.
• Sabbatical leave.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Health Savings Accounts.
• Flexible Spending Accounts.
• Life and AD&D insurance.
• Short- and long-term disability insurance.
• Work/life benefits.
• Holistic wellbeing programs.
• Tobacco-free workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level