M&A Investing Analyst - 2027 - Orion (New York, NY)

Orion Group•New York, NY
•Hybrid

About The Position

Orion Services Group is building a skilled trades company, a growing network of commercial services businesses across the United States, spanning HVAC, electrical, plumbing, building automation, and related trades. We are highly acquisitive, partnering with 15+ operating companies per year. We are seeking a highly driven and organized critical thinker to join our investing team as a full-time analyst beginning in August 2027. The M&A Investing Analyst will have responsibilities that span the entire deal transaction process and are beyond the scope of traditional entry-level investing and finance positions. The role is a unique opportunity to gain extensive M&A deal experience and leadership skills in a fast-paced and entrepreneurial environment. The role begins with in-depth training – working directly with Orion’s senior leadership to develop skills as an investor. Investing Analysts are expected to interact directly with sellers from day 1 and rapidly develop to lead transaction processes. Our junior team is given real autonomy in a collaborative, team-first culture, and we hire analysts who want to grow into future deal leaders.

Requirements

  • Expected to graduate from a 4-year undergraduate program in Spring 2027 (or Winter 2026)
  • Strong interest in M&A, investing, business, and finance with an analytical mindset and quantitative experience
  • Strong desire to partner with founders and management teams to build leading skilled trades businesses, not just invest in them
  • Minimum GPA of 3.7
  • Must be authorized to work in the U.S. without current or future visa sponsorship
  • Strong communication and organizational skills
  • Proactive leader with the ability to multi-task and work under limited supervision
  • Intellectual curiosity and ability to learn quickly
  • Sound strategic and critical thinking skills
  • Enthusiastic team player with a positive attitude and high integrity

Responsibilities

  • Financial statement analysis
  • Financial modeling and valuation
  • Investment committee presentations
  • Transaction structuring
  • Letter of Intent negotiation
  • Accounting, operational and legal due diligence
  • Third party advisor management (lawyers, CPAs, consultants)
  • Debt financing
  • Seller relationship management

Benefits

  • Competitive year-end bonus package
  • Upward mobility through a variety of career paths within Orion
  • Opportunity to grow into senior investing roles
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