Job FamilyMergers & Acquisitions
Job Description SummarySupport Transamerica's inorganic growth strategy by sourcing, evaluating, negotiating, and executing mergers and acquisitions, strategic investments, and partnership opportunities. Lead cross-functional deal teams and deliver disciplined valuation, due diligence, and transaction execution aligned with enterprise strategy.
Job Description Responsibilities- Source and screen mergers and acquisitions, divestitures, joint ventures, and investment opportunities.
- Build valuation, pro forma, and scenario models and synthesize market and competitive insights.
- Lead transaction execution from letter of intent through close, including due diligence and structuring.
- Drive cross-functional workstreams across Finance, Legal, Tax, Actuarial, and Risk.
- Prepare investment memoranda and board-level materials and present recommendations to senior leaders.
- Manage external advisors and counterparties and apply transaction-specific negotiation strategies.
- Mentor and manage junior team members and review analyses and deliverables for quality and accuracy.
- Monitor industry trends and regulatory developments to inform deal theses and strategic priorities.
- Support integration planning and synergy and value capture tracking, as needed.
- Maintain confidentiality, internal controls, and transaction documentation throughout the deal lifecycle.
Qualifications- Bachelor's degree in finance, business, economics, or a related field
- Eight years of experience in corporate development, investment banking, or financial analysis
- Experience managing direct reports or leading cross functional teams
- Strong financial modeling and valuation skills
- Experience leading complex projects with limited supervision
- Knowledge of the financial services industry and Transamerica's business lines
- Proficiency in Microsoft Word, Excel, and PowerPoint
Preferred Qualifications- Master of Business Administration (MBA)
- Background in finance, legal, or actuarial disciplines
- Experience in mergers and acquisitions or strategic partnerships
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Working Conditions- Office Environment- hybrid
- Occasional Travel
- Travel primarily for meetings with third parties and external partners as necessary to support initiatives
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request
The Salary for this position generally ranges between $146,000 - $170,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
