Associate, Corporate Strategy

Focus Financial Partners•Austin, TX

39d•$90,000 - $120,000

About The Position

The Associate will join Focus’ core strategy team, which oversees corporate development and M&A activities across the firm, with immediate responsibilities in M&A execution. The role participates in every stage of the deal process, from proposal to close, and works closely with senior team members to drive transactions to completion. Work includes financial analysis, structuring and modeling deal terms, preparing investment committee papers, conducting due diligence, and coordinating stakeholders across the firm. Associates receive training in a fast-paced environment and take on immediate responsibilities, with opportunities for advancement over time. The position is based in New York, NY; Austin, TX; or San Francisco, CA. Focus is a financial services firm offering integrated wealth management, family office, and business management services. It combines deep expertise and broad resources with a boutique, client-first fiduciary philosophy to provide personalized solutions for individuals, families, and institutions. This is an exempt position with an expected annualized base salary range of $90,000–$120,000. Actual pay may vary based on experience, subject matter expertise, work location, and skills. Base salary is one component of total compensation; other rewards may include an annual cash bonus and benefits including medical, dental, vision, life insurance, and a 401(k). The job title may change depending on the selected candidate’s experience and education. Focus is an equal opportunity employer and provides reasonable accommodations for applicants and employees with disabilities.

Requirements

Bachelor’s degree from a top university or college.
2–3 years of 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 and findings with 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 and management meetings with investment bankers.
Conduct financial due diligence and P&L scoping for prospective deals involving internal and external firms.
Structure and model deal terms.
Prepare and present Investment Committee (IC) memorandums to the IC committee.
Prepare and present term sheets.
Serve as a central point of coordination across Focus’ Corporate and business line teams.
Assist senior team members throughout the deal process and gain cross-functional exposure to legal, finance, and other teams.