Corporate Development Associate - Mergers and Acquisitions

As a Corporate Development Associate - Mergers and Acquisitions at Earned Wealth, your key responsibilities will include supporting deal execution activities, conducting background research on potential acquisition targets, and preparing financial analyses and forecasts. You'll also manage information flow between various stakeholders, ensuring that all parties are synchronized in real-time. Your role will involve collaborating with senior members of the corporate development team to evaluate potential candidates and to help craft M&A updates for leadership and investment partners.

To qualify for the Corporate Development Associate - Mergers and Acquisitions position at Earned Wealth, you should have a Bachelor's degree and 2-3 years of relevant experience in areas like investment banking, financial due diligence, or corporate development. Strong communication and collaboration skills are essential, as you'll be representing Earned in various contexts. Proficiency in Microsoft Excel for financial modeling, excellent project management abilities, and comfort in creating presentations are important aspects of the job.

A typical day for a Corporate Development Associate - Mergers and Acquisitions at Earned Wealth involves engaging in deal execution support activities, which may include analyzing financial data, assisting in negotiations, and conducting market research. You will coordinate with internal teams to track progress on existing deals and ensure that all documentation and analyses are up-to-date and organized. Collaboration with third-party diligence providers will also be a significant part of your day as you gather insights to support acquisition strategies.

The Corporate Development team at Earned Wealth plays a vital role in driving M&A activities by evaluating potential targets and managing the diligence process. This involves working closely with external advisors and conducting detailed financial analyses. The team strives to keep all stakeholders informed through continuous updates and strategic insights, which helps streamline the acquisition process and empowers the firm to make data-driven decisions.

Success as a Corporate Development Associate - Mergers and Acquisitions at Earned Wealth requires being a proactive self-starter with high emotional intelligence and collaborative spirit. You should excel in a fast-paced environment and exhibit strong accountability. Attention to detail is also crucial for analyzing data and providing insights. A passion for our mission to enhance the financial health of healthcare professionals will keep you motivated and aligned with our strategic goals.

When answering this question, focus on specific experiences you've had in previous roles that involved M&A transactions. Highlight any hands-on experience with financial analyses, negotiations, and project management. Discuss your familiarity with the due diligence process and any tools or methodologies you utilized to track and manage deals effectively.

Discuss your approach to market research and analysis when identifying acquisition targets. Mention specific resources or networks you would leverage, such as industry reports, competitor analyses, and relationships with investment bankers. Highlight the importance of aligning targets with Earned Wealth's growth strategy and client needs.

Provide examples of how you've successfully managed competing priorities in the past. Discuss techniques you use, such as setting clear deadlines, utilizing project management tools, and maintaining open communication with team members. Stress your ability to adapt to shifting priorities while meeting critical deadlines.

Share a specific anecdote where you encountered difficulties in financial analyses, such as incomplete data or tight timelines. Explain how you approached the situation, the steps you took to gather the necessary information, and how your efforts ultimately led to a successful outcome. Emphasize your problem-solving skills and resilience under pressure.

Highlight the critical importance of communication in M&A activities, especially when collaborating with teams, stakeholders, and external partners. Discuss how effective communication ensures transparency, alignment, and facilitates smooth information flow throughout the acquisition process. Provide examples of how you've successfully communicated complex concepts in the past.

Explain the various methods you use to stay informed about the M&A landscape, such as following relevant publications, subscribing to industry newsletters, and joining professional networks. Highlight how this knowledge contributes to your ability to provide valuable market insights and inform potential acquisition strategies at Earned Wealth.

Be prepared to talk about specific tools and software you are proficient in, such as Microsoft Excel or financial modeling platforms. Explain how you have used these tools in previous roles to conduct analyses, create financial models, and support decision-making processes. If relevant, mention any training or certifications you've received.

Articulate your understanding of Earned Wealth's mission to enhance financial health for healthcare professionals. Expand on how M&A activities contribute to that mission by explaining how strategic acquisitions can expand capabilities, improve service offerings, and ultimately fulfill client needs more effectively.

Provide a detailed example of a project that required cross-functional collaboration. Discuss the steps you took to build relationships, facilitate communication, and keep all parties informed and engaged. Highlight the importance of aligning goals and regular check-ins to ensure smooth project execution.

Share your genuine passion for mergers and acquisitions and how its dynamic nature excites you. Discuss what aspects of M&A you find most appealing, such as the strategic decision-making, the challenge of evaluating opportunities, and the impact it has on shaping a company's future.