Role SummaryAquarian Holdings is seeking a highly motivated, detail-oriented Corporate Development Associate with Financial Institutions Group (FIG) investment banking and/or private equity experience to support the Corporate Development and Aquarian Strategic Opportunities (ASO) teams. The Associate will play an active role in evaluating and executing strategic transactions and investments across the Aquarian platform, with exposure to M&A, transaction analysis, financial modeling, due diligence, execution, and ongoing portfolio monitoring.
The Associate will report to Corporate Development leadership and work closely with the ASO team and other senior leaders across the organization on strategic initiatives and transactions. The role provides significant exposure across the Aquarian platform, direct engagement with senior decision makers, and the opportunity to take on progressively greater responsibility. For high-performing individuals, we expect the role to provide meaningful advancement opportunities within the firm.
The position is based in New York City with an immediate start date.
Key Responsibilities:- Conduct financial, market, and industry analysis to evaluate potential acquisitions, investments, and other strategic opportunities.
- Develop detailed financial models, including valuation, transaction, ability-to-pay/M&A analyses and returns projections, to support transaction evaluation and decision-making.
- Prepare presentations, investment committee materials, and other analyses for senior management and key stakeholders.
- Support all aspects of transaction due diligence, working closely with internal teams and external advisors to evaluate potential targets and investment opportunities.
- Support transaction execution, including the negotiation and development of term sheets, transaction documentation, and other legal materials.
- Coordinate and, in certain instances, lead workstreams with external advisors, including investment bankers, attorneys, consultants, and third-party diligence providers.
- Monitor industry trends, competitive dynamics, and regulatory developments across the financial services sector.
- Support ongoing monitoring and oversight of completed transactions and investments, including periodic and ad hoc analysis.
- Partner with teams across the organization, including Legal, Investment Operations, and Finance to ensure timely completion of fundings and regulatory compliance.
Qualifications:- 3-5 years of relevant experience in investment banking and/or private equity, including meaningful FIG experience, with M&A, structured finance, and/or leveraged finance experience strongly preferred.
- Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications, as well as financial services applications such as Capital IQ, Bloomberg, etc.
- Intermediate understanding of credit investing is a plus.
We desire the following qualities in all candidates:
- Must be detail-oriented and have excellent analytical and presentation skills.
- Must possess strong critical thinking skills, a high degree of intellectual curiosity, and a desire to take on greater responsibilities and leadership, all of which are essential to success at Aquarian.
- Ability to work efficiently and effectively both on teams and individually.
- Ability to be a self-starter and work directly with senior executives of the Aquarian team as well as the executive teams of various counterparties.
- Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long, and ad-hoc assignments.
- Must demonstrate excellent interpersonal, written, and oral communication skills required to effectively communicate with a variety of audiences.
