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About the Role
The Associate will be a key member of the core strategy team, overseeing corporate development and M&A activities. This role involves active participation in all stages of the deal process, from initial proposal to final close, requiring close collaboration with senior team members to ensure successful deal completion. Responsibilities include financial analysis, deal structuring, modeling, due diligence, and stakeholder coordination. The role is designed for a team player who is a self-starter and intellectually curious, offering training in a fast-paced environment with immediate responsibilities and opportunities for advancement.
Responsibilities
- Participate in every step of the M&A deal process from proposal to close
- Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers
- Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
- Structuring and modeling deal terms
- Preparing and presenting Investment Committee (IC) memorandums to the IC committee
- Preparing and presenting term sheets
- Acting as central point for coordination across Focus’ Corporate and business line teams
- Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams
Requirements
- Bachelor’s degree from a top university or college
- 2-3 years full-time work experience in investment banking, private equity or strategic consulting
- Competency in financial statement analysis and strong analytical skills
- Excellent interpersonal and communication skills
- Strong organizational and prioritization skills
- Excellent attention to detail
- Intellectual curiosity and confidence to take initiative
- Ability to present and discuss analysis/findings to various stakeholders
Skills
- Financial analysis
- Financial statement analysis
- Deal structuring
- Financial modeling
- Due diligence
- Stakeholder coordination
- Interpersonal skills
- Communication skills
- Organizational skills
- Prioritization skills
- Attention to detail
- Intellectual curiosity
- Initiative
- Presentation skills
Location
- New York, NY
- Austin, TX
- San Francisco, CA
Work Type
- Exempt position
Experience Level
- 2-3 years full-time work experience
Education Level
- Bachelor’s degree
Salary/Compensations
- $90,000-$120,000 base salary
Benefits
- Annual cash bonus
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k)
About the Company
- Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Equal Opportunity
- Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com