Business Development Analyst

2 days ago

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000

💰 $736.3k Funding Round on 2022-02

Description

• The Business Development Analyst works across the Business Development team to identify, source, and integrate prospective acquisitions. • The BD team is responsible for differentiating the firm’s inorganic growth engine by effectively communicating WEG’s partnership strategy. • Assist prospective acquisitions as they progress through the M&A pipeline, from pitch, to negotiation, to execution.

Requirements

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related field • Experience in financial services and/or business analysis roles • Excellent written and verbal communication skills with confidence to interact with prospects and senior leaders within the firm • Effective project management skills with ability to prioritize competing projects and deadlines • Intellectual curiosity and creativity, with a demonstrated interest in learning about M&A • Self-starting, proactive person who demonstrates initiative, ownership, and leadership • Drive, enthusiasm, and solid work ethic • Exceptional quantitative and technical skills, ideally with experience in statistics or computer science • Basic understanding of company valuation concepts (comparable multiples, DCF, LBO, etc.) • Keen interest in financial economics and the wealth management industry • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce and Support Org functionality • Experience with Workday preferred

Benefits

• Training and professional development • Medical, dental and vision coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care and transit spending accounts • Wellness programs and resources • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability – employer paid • Employee assistance plan • Accident and critical illness • Pet insurance • Identity theft • Paid Time Off • 12 paid holidays each year • Paid parental leave and paid caregiver leave • Tuition reimbursement