Corporate Development Associate
About The Position
Modera Wealth Management is seeking a Corporate Development Associate to support the firm’s inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives. The role conducts financial and strategic analyses, supports due diligence and transaction execution, and collaborates across functions to assess opportunities, mitigate risks, and advance the firm’s long-term growth objectives. The position may be based in one of Modera’s offices in New York City, Boston, Westwood, Atlanta, or Charlotte. Modera is an independent, fee-only wealth management firm with more than 200 employees across 19 offices, managing more than $15 billion in assets for over 6,000 individuals, families, and businesses. The firm describes its culture as focused on professional excellence, personalized service, and a friendly, relatable work style, and offers career development opportunities from entry level to ownership.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 2–5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles.
- Strong Excel and financial modeling skills, including experience building valuation and transaction models independently.
- Demonstrated ability to synthesize quantitative and qualitative information into clear business recommendations.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written, verbal, and presentation communication skills.
- Ability to collaborate effectively with stakeholders across multiple functions and organizational levels.
- High level of professionalism, integrity, discretion, and sound business judgment.
- Detail-oriented while maintaining a strategic perspective.
- Comfortable supporting senior executives and contributing to high-impact strategic initiatives.
- Team player who embodies Modera’s values of Confident Humility, Contagious Growth Mindset, and Trusted Relationships.
Nice To Haves
- Experience supporting mergers and acquisitions, strategic transactions, or corporate development initiatives.
- Experience within wealth management, financial services, RIA, consulting, or professional services environments.
Responsibilities
- Evaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis.
- Build financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential.
- Develop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities.
- Prepare executive presentations, investment committee materials, business cases, and transaction summaries.
- Synthesize diligence results into actionable recommendations and support transaction structuring and integration planning.
- Coordinate due diligence activities across financial, operational, regulatory, technology, human capital, and commercial workstreams.
- Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution.
- Support sourcing efforts by identifying, assessing, and advancing prospective acquisition and partnership opportunities.
- Manage acquisition pipeline reporting, opportunity tracking, and related corporate development systems and tools.
- Identify and implement enhancements to corporate development processes, tools, reporting, and diligence methodologies.
Benefits
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, dental, and vision coverage
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
- Partial remote work
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
