Senior Associate (Mergers & Acquisitions)
90000 - 100000 USD per year
Company:SAX Advisory Group
Location:United States
Languages:English
Seniority level:Senior, 3-5 years
Experience:3-5 years
Skills:
Project ManagementData AnalysisBusiness OperationsAccountingComplianceFinancePowerPointReportingRisk ManagementProcess improvement
Requirements:
Bachelor’s in Finance, Business, Economics, or related 3-5 years of accounting and wealth-management operations experience and meaningful M&A exposure (diligence or integration) Demonstrated ability to pick up new technologies quickly and weave AI/automation into workflows Power-user in Excel/PowerPoint and comfortable adopting modern PM/BI tools Clear, concise communicator able to extract data from quiet functions and defend it in front of leadership Legally authorized to work in the U.S.; willing to travel up to 50%
Responsibilities:
Post-merger integration planning Diligence & integration tool ownership Synergy tracking Progress tracking & reporting Research People & change management Internal process improvement Compliance support
