Mergers & Acquisitions Analyst compiles and analyzes data required for merger, acquisition, and divestiture projects. Performs integrated revenue/expense analysis. Being a Mergers & Acquisitions Analyst develops projections, reports, and presentations of the impact of a merger/acquisition on the organization. Performs financial forecasting and modeling. Additionally, Mergers & Acquisitions Analyst prepares required documentation. Identifies trends and developments in competitive environments and presents findings. Assists with project management activities. Requires a bachelor's degree in business, finance, or accounting or equivalent. Typically reports to a manager or head of a unit/department. The Mergers & Acquisitions Analyst occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Mergers & Acquisitions Analyst typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, 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.
EP Wealth Advisors is hiring for a Mergers and Acquisition Associate. The M&A Associate will provide sourcing and business development on the M&A team. Our ideal candidate will have a demonstrated track record of delivering excellent organizational, and communication skills. 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: $80,000 - $90,000 plus competitive annual bonus
Duties and Responsibilities:
What We Offer
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.
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EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
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