Join to apply for the Mergers and Acquisitions Analyst role at Carson Group
Join to apply for the Mergers and Acquisitions Analyst role at Carson Group
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
Job Details
Description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Mergers & Acquisitions Analyst will work closely with the M&A team to provide a detailed and in-depth analysis of potential partnership and acquisition targets and assist in making recommendations to senior leadership.
This person will be a key contributor for achieving the growth initiatives of Carson Group and affiliated partners and coaching members. This includes cultivating and maintaining external relationships with relevant external partners, involvement with the sourcing, negotiating and structuring, and executing transactions (e.g. acquisition, joint venture, minority investment, affiliations and divestitures) and conducting initial analysis of partnership opportunities.
What To Expect
- Analyze potential M&A transactions, including acquisitions, investments, joint ventures, and other inorganic opportunities
- Support leadership in reviewing strategic fit and rationale for opportunities
- Conduct financial modelling and analysis of target company/investment for deal valuation and structure
- Play a key role in business and financial due diligence
- Support the formation of M&A content valuations from start to finish, deal structure, succession, and transitions
- Prepare summary presentations of acquisitions for proposals/term sheets to the M&A candidate
- Develop and maintain internal tools and processes for tracking all active, inactive, and closed deal activities
- Communication and training skills
- Strong verbal, written, and presentation skills
- Quantitative and analytical mindset
- Ability to be flexible in ambiguous situations and align the interests of multiple stakeholders
- Positive and team-oriented attitude
- Minor travel required (3-4x per year)
- 1-3+ years of relevant M&A or related experience
- Financial modeling valuation, analytical, problem-solving, and written communication skills
- Experience in or familiarity with the wealth management or financial services industry
- Experience working in business development, custodian, or consulting firm
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The Total Rewards Expected For This Role Include
- Starting annual base salary between $65,000 - $86,000.
- Variable compensation potential (Bonus and/or commissions)
- Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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