Corporate Development Associate

Modera Wealth Management•New York City, NY

9d•$115,000 - $145,000•Hybrid

About The Position

Modera Wealth Management is seeking a Corporate Development Associate to support its 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 partners across functions to assess opportunities, mitigate risks, and advance the firm’s long-term growth objectives. Modera is an independent, fee-only wealth management firm founded in 1983. It has more than 200 employees across 19 offices, manages more than $15 billion in assets, and serves more than 6,000 individuals, families, and businesses. The position may be based in New York City, Boston, Westwood, Atlanta, or Charlotte. Partial remote work is offered. The firm seeks a team-oriented person who reflects its values of Confident Humility, a Contagious Growth Mindset, and Trusted Relationships. The role offers a competitive base salary, performance-based bonus, benefits, generous paid time off and leave policies, and opportunities for professional growth and continuing education. The stated salary range is $115,000–$145,000.

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 independently building valuation and transaction models.
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.
Comfort supporting senior executives and contributing to high-impact strategic initiatives.

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 due diligence results into actionable recommendations and support transaction structuring and integration planning.
Coordinate due diligence across financial, operational, regulatory, technology, human capital, and commercial workstreams.
Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution.
Support sourcing 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 due diligence methodologies.