Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles
Strong Excel and financial modeling skills, including independent valuation and transaction model building
Ability to synthesize quantitative and qualitative information into clear business recommendations
Preferred experience in mergers and acquisitions, strategic transactions, or corporate development initiatives
Preferred experience in wealth management, financial services, RIA, consulting, or professional services environments
Responsibilities
Evaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis
Build financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential
Develop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities
Prepare executive presentations, investment committee materials, business cases, and transaction summaries
Synthesize diligence results into actionable recommendations and support transaction structuring and integration planning
Coordinate due diligence activities across various workstreams
Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution
Benefits
Competitive based salary
Performance based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision, and more
Generous PTO and leave policies
Opportunities for professional growth and continuing education
Partial remote work
Full Job Description
Please Note: We have ONE opening for a Corporate Development Associate that can be based in one of our many office locations: New York City, NY - Boston, MA - Westwood, NJ - Atlanta, GA - Charlotte, NC
Job Overview:
We are seeking a Corporate Development Associate to support Modera's inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives. This role conducts financial and strategic analyses, supports due diligence and transaction execution, and partners cross-functionally to assess opportunities, mitigate risks, and advance the firm's long-term growth objectives.
Responsibilities:
Evaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis.
Build financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential.
Develop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities.
Prepare executive presentations, investment committee materials, business cases, and transaction summaries.
Synthesize diligence results into actionable recommendations and support transaction structuring and integration planning.
Coordinate due diligence activities across financial, operational, regulatory, technology, human capital, and commercial workstreams.
Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution.
Support sourcing efforts by identifying, assessing, and advancing prospective acquisition and partnership opportunities.
Manage acquisition pipeline reporting, opportunity tracking, and related corporate development systems and tools.
Identify and implement enhancements to corporate development processes, tools, reporting, and diligence methodologies.
What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
Trusted Relationships - supportive and authentic with mutual respect for colleagues
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles.
Strong Excel and financial modeling skills, including experience building valuation and transaction models independently.
Demonstrated ability to synthesize quantitative and qualitative information into clear business recommendations.
Experience supporting mergers and acquisitions, strategic transactions, or corporate development initiatives, preferred
Experience within wealth management, financial services, RIA, consulting, or professional services environments, preferred
Skills and Competencies:
Strong analytical, problem-solving, and critical-thinking skills.
Excellent written, verbal, and presentation communication skills.
Ability to collaborate effectively with stakeholders across multiple functions and organizational levels.
High level of professionalism, integrity, discretion, and sound business judgment.
Detail-oriented while maintaining a strategic perspective.
Comfortable supporting senior executives and contributing to high-impact strategic initiatives.
Benefits:
Competitive based salary
Performance based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision, and more
Generous PTO and leave policies
Opportunities for professional growth and continuing education
Partial remote work
Salary range: $115,000-145,000
Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
