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About the Role

This role supports Modera's inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives. The Associate 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.

Requirements

• 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

• 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.

Location

• New York City, NY
• Boston, MA
• Westwood, NJ
• Atlanta, GA
• Charlotte, NC

Work Type

• Partial remote work

Experience Level

• 2-5 years

Education Level

• Bachelor's degree

Salary/Compensations

• $115,000-145,000

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

About the Company

• 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.
• Modera Wealth Management, LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida.

Equal Opportunity

• Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.