Advisory Associate, Strategy | Multiple Locations Summer/Fall 2027

Overview

This role supports advisory engagements across Mergers & Acquisitions (M&A) and Performance Transformation. Responsibilities include gathering and analyzing information, developing financial models, supporting quantitative and qualitative analysis, and communicating findings to help clients with strategic decisions.

Responsibilities

• Support clients across two major areas:
  • End-to-end Mergers and Acquisitions (M&A): commercial due diligence, operational due diligence, integration and separation planning and implementation
  • Performance Transformation: improve EBITDA and working capital through growth, margin and cost initiatives
• Gather and analyze companies, markets, financials, and other information
• Generate hypotheses from information received from clients and identify and execute supporting quantitative and qualitative analysis
• Design and develop financial models to analyze financial and operational performance
• Facilitate meetings and conduct interviews to ensure engagement objectives are met
• Communicate analysis findings and key implications in written and verbal formats
• Synthesize outputs into actionable takeaways and business recommendations

Requirements

• Must be pursuing and have obtained by the start date or have completed in the past 12 months: Bachelor’s or Master’s degree in Business, Computer Science, Data & Analytics Economics, Engineering, Mathematics, or similar field from an accredited college or university
• Current/most recent GPA of 3.0 or above
• Strong technical skills, business acumen, critical thinking, and agility; demonstrated ability to drive strategic outcomes with a professional demeanor and a collaborative leadership approach in a dynamic, evolving environment
• Ability to leverage common business technologies, including MS Office (with an emphasis on Excel) and AI, and quickly learn tools and applications used for client work
• Strong communication, organization, and relationship-building skills; ability to apply professional judgment and skepticism, manage priorities across multiple tasks, and deliver high-quality work in a professional services capacity
• Work location may be in the office, at client sites, or virtual/remote depending on business need
  • When working remotely, you must be located within the U.S.
  • Client site locations may require travel and overnight/extended stays
• Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
  • No sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa

Compensation & Benefits

• California salary range: $90,000 - $105,000
• Comprehensive, competitive benefits package (eligibility-based), including:
  • Medical and dental plans, vision coverage
  • Disability and life insurance
  • 401(k) plans
  • Personal well-being benefits to support mental health
• Personal Time Off per fiscal year, based on job classification, standard work hours, and years of service
• Each year, a calendar of holidays is published and eligible employees receive two breaks each year where employees are not required to use Personal Time Off (one at year end and one around the July 4th holiday)

Location

• Work location may be in the office, at client sites, or virtual/remote depending on business need
• Remote work requires being located within the U.S.
• Client site locations may require travel and overnight/extended stays

Additional Information (California)

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position, including the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for employment.

Equal Opportunity

All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Hiring Process

Candidates are considered as they apply, on a rolling basis, until the opportunity is filled. No phone calls or agencies please.