Overview
This role supports evaluation and execution of acquisitions, strategic investments, partnerships, and other growth initiatives. You will work closely with business leaders and cross-functional teams to identify opportunities, conduct financial and strategic analyses, perform due diligence, and support transaction execution.
Responsibilities
- Evaluate acquisition, investment, and strategic partnership opportunities through financial, strategic, and operational analysis
- Build financial models, including valuation, DCF, accretion/dilution, IRR, and scenario analyses to support investment recommendations
- Conduct market research, competitive analysis, and target identification to support corporate development strategy and pipeline development
- Prepare executive presentations, investment memoranda, and business cases for senior leadership and decision-making forums
- Coordinate and support due diligence efforts across finance, legal, product, technology, security, and other functional teams
- Manage transaction workstreams, data rooms, information requests, and project timelines throughout the deal process
- Support transaction execution from initial evaluation through signing and closing
- Assist with post-close integration planning and transition activities to support successful realization of deal objectives
Minimum Qualifications
- 2–4 years of experience in Corporate Development, Investment Banking, Private Equity, Venture Capital, Strategic Finance, Consulting, or a related field
- Strong financial modeling, valuation, and analytical skills
- Experience developing executive-level presentations and investment recommendations
- Excellent written, verbal, and interpersonal communication skills
- Ability to manage multiple priorities and workstreams in a fast-paced environment
- Strong attention to detail, business judgment, and problem-solving capabilities
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline
Preferred Qualifications
- Experience supporting M&A transactions, strategic investments, or corporate development initiatives
- Familiarity with software, SaaS, subscription-based business models, and key operating metrics
- Experience using Capital IQ, PitchBook, FactSet, or similar market intelligence platforms
- Proficiency leveraging AI-enabled tools and workflows to enhance financial analysis, market research, target screening, due diligence, and presentation development
- Experience using generative AI platforms (e.g., ChatGPT, Claude, Gemini, Microsoft Copilot) to improve analytical productivity, synthesize large data sets, automate research workflows, and generate actionable business insights
- CFA or progress toward a professional designation
Compensation & Benefits
Salary transparency
- U.S.-based roles: starting base salary between $85,300 and $152,790. Offers are based on the candidate’s experience and geographic location, and may exceed this range. Compensation may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package.
- Canada-based roles: starting base salary between $77,250 and $113,300. Offers are based on the candidate’s experience and geographic location, and may exceed this range. Compensation may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package.
Location
U.S.-based or Canada-based roles (salary ranges vary by location).
Additional Information
- This role may require in-person onboarding and/or in-person ID verification.