Corporate Development Analyst

Advisor360 • Needham, MA

36d • $120,000 - $134,500

About The Position

The Corporate Development Analyst will play a key role in supporting Advisor360°’s growth strategy through acquisitions, partnerships, and strategic investments. Sitting at the intersection of strategy and finance, you will help evaluate new opportunities, build financial models, analyze industry trends, and support deal execution and integration efforts. This is an exciting opportunity for someone with strong analytical skills, a passion for fintech, and an interest in learning how strategic growth decisions are made in a high-growth SaaS company. You will work directly with leaders across the organization, including Finance, Strategy, and Product, and gain exposure to senior executives as part of a small, high-impact team.

Requirements

• 2–5 years of experience in investment banking, management consulting, corporate development, venture capital, or a finance/strategy role within a SaaS or fintech company.
• Strong financial modeling, analytical, and quantitative skills.
• Excellent written and verbal communication, with the ability to synthesize complex data into clear insights.
• High attention to detail, strong organizational skills, and the ability to manage multiple projects simultaneously.
• Curiosity and a proactive mindset. You’re eager to learn, take initiative, and grow within a dynamic environment.
• Bachelor’s degree in Finance, Economics, Business, or a related field.

Nice To Haves

• Experience with Excel, PowerPoint, and/or data visualization tools (e.g., Tableau) a plus.

Responsibilities

• Support the evaluation and execution of mergers, acquisitions, partnerships, and other strategic initiatives.
• Conduct market and company research to assess industry trends, competitive dynamics, and potential growth opportunities.
• Build and maintain financial models to analyze valuation, synergies, and deal scenarios.
• Assist in the preparation of presentation materials for executive leadership, board discussions, and external partners.
• Help coordinate due diligence processes by gathering and analyzing key financial, operational, and market data.
• Track and report on strategic investments, acquisitions, and partnership performance.
• Monitor fintech and wealthtech industry developments to inform Advisor360°’s corporate strategy.

Benefits

• We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.
• We offer comprehensive health benefits, including dental, life, and disability insurance.
• We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees