Corporate Development Analyst
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
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 to the Executive Vice President of Corporate Development this roleis responsible forfinancial 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.
Primary Responsibilities:
Deal Sourcing & Evaluation
- Conduct market research toidentifypotential 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.
Due Diligence & Transaction Support
- 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.
Project Management & Cross-Functional Coordination
- 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.
Strategic Analysis & Special Projects
- 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.
Basic Qualifications:
- Bachelors degree in Finance Economics Business or related field.
- 13 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.
Preferred Skills:
- 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.
Employee Benefits
At Choreo we provide a holistic total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health happiness and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical dental and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical leadership sales training opportunities
- Unlimited discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion.
Required Experience:
IC
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Marketing
- Communication skills
- Crystal Reports
- Microsoft Dynamics Navision
- Microsoft Powerpoint
- Relationship Management
- negotiation
- Contracts
- Mobile Applications
About Company
Choreo's integrated wealth management teams are partners, intimately connected to your personal needs and driven by your financial goals. Contact Choreo today.
