Corporate Development Analyst

Choreo•Charlotte, NC

About The Position

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Corporate Development Analyst supports the full lifecycle of mergers, acquisitions, strategic partnerships, and other growth initiatives. Reporting to the Executive Vice President of Corporate Development, this role is responsible for financial analysis, market research, due diligence support, and project management that enables the company to execute its inorganic growth strategy. The ideal candidate brings strong analytical skills, curiosity, precision, and the ability to work in a fast-paced environment with senior leaders and cross-functional teams.

Requirements

Bachelor’s degree in Finance, Economics, Business, or related field.
1–3 years of experience in investment banking, corporate development, private equity, transaction services, consulting, or related analytical field.
Strong financial modeling and valuation skills (Excel expertise required).
Ability to analyze complex quantitative and qualitative data.
Excellent written and verbal communication skills.
Highly organized, detail-oriented, and capable of managing multiple projects simultaneously.
Strong business judgment, critical thinking, and problem-solving abilities.

Nice To Haves

Experience in financial services, wealth management, or professional services.
Familiarity with deal sourcing systems, CRM tools, or virtual data rooms.
Knowledge of accounting principles and transaction structures.

Responsibilities

Conduct market research to identify potential acquisition targets, industry trends, and competitive dynamics.
Assist in building and maintaining a pipeline of prospective transactions.
Analyze financial statements, operating metrics, and valuation benchmarks to assess attractiveness of targets.
Prepare initial opportunity assessments, investment briefs, and management summaries.
Support the due diligence process across finance, legal, HR, technology, operations, and compliance.
Maintain diligence trackers, documentation, and data room organization.
Coordinate with internal subject matter experts and external advisors (legal, accounting, tax).
Assist in risk assessment and integration planning.
Serve as the point of coordination between internal teams for diligence, onboarding, and integration planning.
Track key milestones, timelines, risks, and deliverables for multiple concurrent deals.
Prepare materials for internal governance committees, executive leadership, and board updates.
Conduct competitive analyses, market sizing, and strategic assessments.
Assist with scenario planning, long-range strategic growth initiatives, and corporate development strategy refreshes.
Support post-merger integration analytics and performance tracking.