Associate, Corporate Strategy

Focus Financial Partners•Austin, TX

4d•$90,000 - $120,000

About The Position

The Associate will be a member of Focus’ core strategy team which oversees all corporate development / M&A activities across Focus, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms and investment committee papers, due diligence, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time. This role is based in New York, NY; Austin, TX; San Francisco, CA.

Requirements

Bachelor’s degree from a top university or college
2-3 years full-time work experience in investment banking, private equity or strategic consulting
Competency in financial statement analysis and strong analytical skills
Excellent interpersonal and communication skills
Strong organizational and prioritization skills
Excellent attention to detail
Intellectual curiosity and confidence to take initiative
Ability to present and discuss analysis/findings to various stakeholders

Responsibilities

Participate in every step of the M&A deal process from proposal to close
Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers
Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
Structuring and modeling deal terms
Preparing and presenting Investment Committee (IC) memorandums to the IC committee
Preparing and presenting term sheets
Acting as central point for coordination across Focus’ Corporate and business line teams
Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams