Position: M&A Manager/ Senior Manager
Company: Blue Ops
Location: Chicago, IL OR Minneapolis, MN OR Charlotte, NC
THE ROLE
As an M&A Manager at Blue Ops, you own the engagement. When a private equity sponsor or investment banking client brings us into a deal, you become their primary point of contact and the person accountable for getting it right. No two days look quite the same. One morning you might be scoping a new engagement -mapping out the plan, timeline, and budget alongside the client and your project lead, and by the afternoon you are deep in a financial model, pressure-testing the numbers behind a target's earnings. You lead the team doing the work, making sure the right people are on the right problems, while keeping a close eye on where a project could go sideways and heading off risk before it becomes an issue. The deliverables that reach the client pass through you first, and when it is time to present findings and recommendations, you are the one in the room telling the story the analysis reveals. Throughout, you lean on AI and Blue Ops' proprietary analytics tools to work faster and sharper, and you spend real time coaching the Associates and Senior Associates around you because the best Managers here are the ones who make their teams better. This is a hands-on leadership role for someone ready to own clients, build teams, and grow into senior leadership.
REQUIRED QUALIFICATIONS
• Strong project management skills with the ability to lead multiple concurrent engagements
• Demonstrated ability to own client relationships and serve as primary point of contact
• Track record of coaching, developing, and giving feedback to junior team members
• Strong financial analysis, modeling, and advanced Excel skills
• Excellent communication and ability to influence at multiple levels of an organization
• Confident application of AI and emerging technologies to client work
• Sound commercial judgment on engagement scope, timing, and quality
• Ability to manage engagement economics - deliverables, deadlines, utilization, scope
• Adaptability and comfort with ambiguity
• Strong sense of ownership and accountability for client outcomes
• Travel: typical range 5-20% depending on engagement mix
WHAT YOUR RESUME SHOWS
• 5-10 years of progressive experience in transaction advisory, financial diligence, investment banking, private equity, corporate finance, or consulting
• Undergraduate degree in Accounting, Finance, or related field; CPA strongly preferred; CFA or MBA a plus
• Track record of leading client engagements from kickoff through delivery
• Experience managing and developing professional teams
• Advanced Excel and financial modeling skills; exposure to Power BI, Alteryx, or SQL preferred
• Experience with Quality of Earnings, financial diligence, or M&A consulting projects
THE PACKAGE
The salary range for this position is: $120,000-$155,000 for Minneapolis & Charlotte and - $126,000-$177,000 in Chicago. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. Blue Ops offers a comprehensive benefits package that includes:
Health
• Medical insurance: three HealthPartners High Deductible Health Plan options paired with a Health Savings Account (HSA)
• Dental insurance: Principal PPO plan with 100% in-network preventive care
• Vision insurance: Principal / VSP PPO plan
Wealth
• Retirement plan: 3% employer contribution regardless of employee contribution (eligible after 6 months of employment)
• Health Savings Account (HSA) paired with medical plan enrollment
• Professional development reimbursement (eligible after 6 months) and complimentary Datacamp access for all employees
• Tuition reimbursement for approved advanced degrees aligned with the company's mission
• Employee referral bonus program ($2,500 per successful referral)
Well-Being
• Company-paid basic life insurance and Accidental Death & Dismemberment coverage ($50,000 each)
• Optional short-term and long-term disability insurance
• 3 weeks of paid time off per calendar year
• 8 paid company holidays
• Summer Fridays: early release at noon between Memorial Day and Labor Day (subject to workload and client deliverables)
• Work From Anywhere: the week of Thanksgiving, the week between Christmas and New Year's, plus one additional flexible week per year
Insurance coverage begins the 1st of the month following 30 days of employment. This is an overview of benefits offered by Blue Ops and is subject to terms, conditions, and change.
Xerxes Global Holdings is comprised of the following businesses:
- EBM Software delivers performance software solutions that drive growth for private equity funds, investment banks, and middle market to large corporations.
- Blue Ops specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies, etc.
- XGS is our data science and artificial intelligence business headquartered in Dublin, Ireland that focuses on developing and productizing advanced analytics for clients.
- The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA), the Shopper Insights Management Association (SIMA), the Retail Dieticians Business Alliance (RDBA), and the Space Planning Association (SPA).
- Studio X provides a full range of video production to internal and external clients our of our film studio in Minneapolis.
