Job Description

Join to apply for the Mergers & Acquisitions Analyst role at EP Wealth Advisors

Join to apply for the Mergers & Acquisitions Analyst role at EP Wealth Advisors

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Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, 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.

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, 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.

Our office in the Greater Chicago area is seeking a highly motivated and detail-oriented Mergers and Acquisitions Analyst to join our Corporate Development team within the wealth management industry. This role is ideal for someone with a strong foundation in investment banking or corporate development who thrives in a fast-paced, deal-driven environment. You will play a key role in evaluating strategic opportunities, conducting financial analysis, and supporting the execution of M&A transactions that align with our wealth management growth strategy. 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: $90,000 - $100,000 plus annual bonus

Duties And Responsibilities

• Conduct financial modeling and valuation analyses (DCF, precedent transactions, comparable companies, etc.) to assess potential acquisition targets in the wealth management sector.
• Prepare materials and investment memos for internal stakeholders.
• Develop and deliver high-quality presentations and pitch decks to executive leadership.
• Support due diligence efforts by coordinating with cross-functional teams and external advisors.
• Track industry trends, competitive landscapes, and potential acquisition targets in the wealth management space.
• Assist in post-merger integration planning and execution.

Qualifications

• 2+ years of experience in investment banking, corporate development, or a related field.
• Strong financial modeling skills and proficiency in Excel required
• Excellent PowerPoint skills with the ability to create compelling presentations.
• Solid understanding of accounting, corporate finance, and valuation principles.
• Exceptional analytical, communication, and organizational skills.
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Experience working on live M&A transactions.
• Familiarity with data rooms and due diligence processes.
• Ability to manage multiple projects simultaneously under tight deadlines.
• Team-oriented mindset with a proactive and resourceful approach.

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.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Job Tags

Full time, Temporary work, Work at office, Flexible hours,

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