Associate, Corporate Development

49 Financial • West Palm Beach, FL

14d • Hybrid

About The Position

This is an entrepreneurial, fast-paced role at the center of Three Strands Group’s growth, spanning corporate development and corporate strategy. Reporting to the Vice President of Corporate Development, the Associate combines rigorous financial and quantitative analysis with strategy development, complex project management, and direct partnership with senior leadership. Work may include evaluating new ventures, structuring partnerships, assessing capital decisions, and turning approved initiatives into operational programs, sometimes concurrently. The role suits someone who is highly organized, comfortable with ambiguity and autonomy, and able to turn loosely defined problems into clear, well-reasoned recommendations.

Three Strands Group is the portfolio company housing 49 Financial, The Collective, and Alongside. It serves as the portfolio’s shared services organization, providing an operational foundation across the platform. By centralizing key business functions, it creates consistency, drives operational excellence, and enables each organization to focus on serving clients while benefiting from shared infrastructure.

The position is based in Palm Beach, Florida, with a hybrid schedule requiring 2–3 days per week in the office. Travel expectations are 10%. The work environment includes prolonged periods sitting and working at a computer, with occasional standing, walking, or lifting up to 20 pounds.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–4 years of experience in investment banking, management consulting, Big 4, or a similar analytical finance or strategy role.
• Advanced Excel modeling skills, including pro forma builds, scenario and sensitivity analysis, DCF, and returns analysis.
• Strong PowerPoint skills and ability to build clean, executive-ready materials.
• Comfort and demonstrated competency with AI tools, including Claude and ChatGPT, including building skills, custom workflows, and automated routines and leveraging AI capabilities in the workplace.
• Working knowledge of valuation techniques and common deal structures.
• Ability to synthesize complex data into clear insights and recommendations.
• Strong organizational and time-management skills.
• Clear, professional written and verbal communication.
• Ability to work independently while contributing effectively in a collaborative team environment.
• Sound judgment and ability to maintain confidentiality.
• Attention to detail and commitment to quality and accuracy.
• Professionalism, integrity, discretion, and accountability for execution, outcomes, and follow-through.
• Alignment with the companies’ values and culture, and adherence to company policies, procedures, and applicable laws and regulations.

Nice To Haves

• Exposure to wealth management, RIAs, insurance, or financial services.

Responsibilities

• Build and maintain financial models, including pro formas, growth and sensitivity models, cash forecasts, and ownership or distribution waterfalls, to inform decisions across the businesses.
• Analyze business-line economics and revenue-sharing arrangements, translating results into clear takeaways on margin, breakeven, payback, and returns.
• Support holding-company budgeting, rolling forecasts, and monthly performance reporting in partnership with the finance and accounting team.
• Support evaluation of new ventures, joint ventures, partnerships, and acquisitions through market research, financial diligence, valuation, and scenario analysis.
• Help prepare lender and investor materials, data requests, and diligence responses for capital initiatives.
• Review term sheets and agreements for economic terms and flag gaps between legal documents and the model.
• Manage workplans, timelines, trackers, and open items across concurrent initiatives, reprioritizing as needs shift.
• Coordinate with internal teams—including finance, operations, compliance, legal, and HR—and outside parties such as counsel, lenders, and partners to gather inputs and keep workstreams on schedule.
• Help take approved initiatives from concept to implementation by developing templates, processes, onboarding materials, and reporting.
• Turn loosely defined requests into structured first drafts—models, analyses, or presentations—with assumptions stated, open questions flagged, and recommendations provided.
• Draft presentations, memos, and summaries for the Vice President of Corporate Development and senior leadership, laying out options, tradeoffs, and recommendations.
• Build reusable tools, including model, statement, deck, and memo templates, AI skills, and automated routines, to improve team speed and consistency.
• Comply with company policies, confidentiality requirements, the Employee Handbook, and applicable laws and regulations relevant to the role and financial services industry.

Benefits

• Medical coverage with four levels to choose from and an employer contribution.
• Dental coverage with two levels to choose from.
• Vision coverage with two levels to choose from.
• 401(k) plan and employer match.
• Basic Life/AD&D coverage at no cost for full-time employees, with options to purchase additional coverage.
• Short-Term Disability coverage at no cost for full-time employees.
• Long-Term Disability coverage.
• HSA contribution match.
• FSA/Dependent Care.
• Unlimited PTO.

What This Job Offers

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