Join to apply for the Mergers & Acquisitions Analyst role at EP Wealth Advisors
Join to apply for the Mergers & Acquisitions Analyst role at EP Wealth Advisors
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Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our office in the Greater Chicago area is seeking a highly motivated and detail-oriented Mergers and Acquisitions Analyst to join our Corporate Development team within the wealth management industry. This role is ideal for someone with a strong foundation in investment banking or corporate development who thrives in a fast-paced, deal-driven environment. You will play a key role in evaluating strategic opportunities, conducting financial analysis, and supporting the execution of M&A transactions that align with our wealth management growth strategy. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Salary Range: $90,000 - $100,000 plus annual bonus
Duties And Responsibilities
- Conduct financial modeling and valuation analyses (DCF, precedent transactions, comparable companies, etc.) to assess potential acquisition targets in the wealth management sector.
- Prepare materials and investment memos for internal stakeholders.
- Develop and deliver high-quality presentations and pitch decks to executive leadership.
- Support due diligence efforts by coordinating with cross-functional teams and external advisors.
- Track industry trends, competitive landscapes, and potential acquisition targets in the wealth management space.
- Assist in post-merger integration planning and execution.
- 2+ years of experience in investment banking, corporate development, or a related field.
- Strong financial modeling skills and proficiency in Excel required
- Excellent PowerPoint skills with the ability to create compelling presentations.
- Solid understanding of accounting, corporate finance, and valuation principles.
- Exceptional analytical, communication, and organizational skills.
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Experience working on live M&A transactions.
- Familiarity with data rooms and due diligence processes.
- Ability to manage multiple projects simultaneously under tight deadlines.
- Team-oriented mindset with a proactive and resourceful approach.
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 floating holidays
- 3 Weeks (PTO)
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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