Associate, Corporate Strategy

Position Summary

The Associate will be a member of Focus core strategy team which oversees all corporate development / M&A activities across Focus with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close working closely with senior team members to drive deals to completion. This includes conducting financial analysis structuring and modeling deal terms and investment committee papers due diligence and coordinating with various stakeholders across the firm. The ideal candidate is a team player self-starter and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.

This role is based in New York NY; Austin TX; San Francisco CA.

Primary Responsibilities

• Participate in every step of the M&A deal process from proposal to close
• Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers
• Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
• Structuring and modeling deal terms
• Preparing and presenting Investment Committee (IC) memorandums to the IC committee
• Preparing and presenting term sheets
• Acting as central point for coordination across Focus Corporate and business line teams
• Assisting senior team members throughout the deal process gaining cross-functional exposure to legal finance and other teams

Qualifications

• Bachelors degree from a top university or college
• 2-3 years full-time work experience in investment banking private equity or strategic consulting
• Competency in financial statement analysis and strong analytical skills
• Excellent interpersonal and communication skills
• Strong organizational and prioritization skills
• Excellent attention to detail
• Intellectual curiosity and confidence to take initiative
• Ability to present and discuss analysis/findings to various stakeholders

This position is an exempt position. The annualized base pay range for this role is expected to be between $90000-$120000base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.