Associate, M&A

Corient • Miami, FL

12h • Hybrid

About The Position

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field
• 1–4 years of experience in investment banking, private equity, corporate development, or equity research
• Strong financial modeling and analytical skills
• Excellent communication and presentation abilities
• Highly organized with the ability to manage multiple projects simultaneously
• Entrepreneurial mindset and a strong sense of ownership

Nice To Haves

• MBA or CFA designation is a plus

Responsibilities

• Financial Modeling & Valuation: Build and maintain detailed operating and valuation models to assess potential transactions, including DCF, precedent transactions, and comparable company analyses
• Developing financial models to provide summaries, forecasts, and analyses on prospective acquisition targets
• Due Diligence Support: Conduct financial due diligence, working directly with the target company management teams and advisors (investment bankers, legal counsel, consultants, etc.) to gather necessary information
• Collaborate with functional groups across the organization to assemble internal insights on prospective acquisition targets
• Deal Execution: Lead M&A deal execution, preparing investment memos, board presentations, and other materials for presentation to key internal stakeholders, including C-suite executives and CI’s Board of Directors
• Support deal negotiations with target companies
• Pipeline Management: Maintain and update the M&A pipeline and track key metrics
• Integration Planning: Collaborate with internal stakeholders to support post-merger integration planning and execution.
• Monitor and review the performance of acquired companies post-close
• Assist with analysis and preparation of KPIs for management reporting as necessary

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

What This Job Offers

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