M&A Investing Associate

Aspen Standard Wealth•New York, NY

3d•Onsite

About The Position

Aspen Standard Wealth is growing rapidly through acquisition, and we're hiring an M&A Investing Associate to support our high-velocity deal execution engine. This role is based in New York City (in-office). If you have experience in a fast-paced, high-growth environment and strong financial modeling, diligence, and strategic evaluation skills, this could be the perfect opportunity for you.

Requirements

2–4 years of professional financial services experience, ideally in investment banking.
Strong technical and analytical capabilities, including financial modeling, commercial judgment, and scenario analysis.
Solid understanding of accounting and corporate finance fundamentals.
Strong executive presence and ability to engage with strong personalities.
Grit and resilience: You thrive in high-pressure, fast-moving deal cycles. You maintain effectiveness and perspective under stress, setbacks, or sustained pressure.
Ownership and accountability: You take full responsibility for outcomes, not just tasks - doing what it takes to get to the result, and owning the consequences.
Intellectual curiosity: You have the belief that abilities, judgment, and performance can be continually expanded through effort, feedback, and deliberate learning—and that challenge, discomfort, and failure are necessary ingredients of long-term growth.
High EQ: You read people and emotional dynamics accurately and interact in a way that reduces friction and keeps relationships productive. You can build confidence, reliability, integrity, and show good intent through consistent words, actions, and follow-through.

Responsibilities

Conduct comprehensive financial, operational, and strategic due diligence on prospective acquisitions.
Build detailed financial models to evaluate returns, assess upside/downside scenarios, and identify value creation levers.
Develop investment memos and presentation materials for Aspen and Alpine stakeholders.
Support and eventually lead specific diligence workstreams across multiple simultaneous live deals.
Participate in management presentations, analyst calls, and diligence meetings.
Collaborate closely with the Alpine Investing Team, Aspen Hold Co leadership, and OpCo partners.
Manage deal timelines, workflows, and priorities with rigor and organization.