Corporate M&A Associate

Please Note: We have ONE opening for a Corporate M&A Associate that can be based in one of our many office locations: New York City, NY - Boston, MA - Westwood, NJ - Atlanta, GA - Charlotte, NC

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are seeking a Corporate M&A Associate to support Modera's inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives. This role conducts financial and strategic analyses, supports due diligence and transaction execution, and partners cross-functionally to assess opportunities, mitigate risks, and advance the firm's long-term growth objectives.

Responsibilities:

• Evaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis.
• Build financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential.
• Develop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities.

• Prepare executive presentations, investment committee materials, business cases, and transaction summaries.
• Synthesize diligence results into actionable recommendations and support transaction structuring and integration planning.
• Coordinate due diligence activities across financial, operational, regulatory, technology, human capital, and commercial workstreams.
• Manage timelines, deliverables, and key milestones to facilitate efficient transaction execution.

• Support sourcing efforts by identifying, assessing, and advancing prospective acquisition and partnership opportunities.
• Manage acquisition pipeline reporting, opportunity tracking, and related corporate development systems and tools.
• Identify and implement enhancements to corporate development processes, tools, reporting, and diligence methodologies.

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles.
• Strong Excel and financial modeling skills, including experience building valuation and transaction models independently.
• Demonstrated ability to synthesize quantitative and qualitative information into clear business recommendations.
• Experience supporting mergers and acquisitions, strategic transactions, or corporate development initiatives, preferred
• Experience within wealth management, financial services, RIA, consulting, or professional services environments, preferred

Skills and Competencies:

• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written, verbal, and presentation communication skills.
• Ability to collaborate effectively with stakeholders across multiple functions and organizational levels.
• High level of professionalism, integrity, discretion, and sound business judgment.
• Detail-oriented while maintaining a strategic perspective.
• Comfortable supporting senior executives and contributing to high-impact strategic initiatives.

Benefits:

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary range: $115,000-145,000
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role