Aspen Standard Wealth · 2 months ago
M&A Investing Associate
New York, New York, United States
Full-time
Onsite
Entry, Mid Level
$115K/yr - $135K/yr
2+ years expAspen Standard Wealth is building a national RIA platform and is seeking an M&A Investing Associate to support their rapid growth through acquisition. The role involves conducting financial due diligence, building financial models, and collaborating with stakeholders to manage deal execution.
Financial Services
Responsibilities
Conduct comprehensive financial, operational, and strategic due diligence on prospective acquisitions
Build detailed financial models to evaluate returns, assess upside/downside scenarios, and identify value creation levers
Develop investment memos and presentation materials for Aspen and Alpine stakeholders
Support and eventually lead specific diligence workstreams across multiple simultaneous live deals
Participate in management presentations, analyst calls, and diligence meetings
Collaborate closely with the Alpine Investing Team, Aspen Hold Co leadership, and OpCo partners
Manage deal timelines, workflows, and priorities with rigor and organization
Qualification
Required
2–4 years of professional financial services experience, ideally in investment banking
Strong technical and analytical capabilities, including financial modeling, commercial judgment, and scenario analysis
Solid understanding of accounting and corporate finance fundamentals
Strong executive presence and ability to engage with strong personalities
Grit and resilience: You thrive in high-pressure, fast-moving deal cycles. You maintain effectiveness and perspective under stress, setbacks, or sustained pressure
Ownership and accountability: You take full responsibility for outcomes, not just tasks - doing what it takes to get to the result, and owning the consequences
Intellectual curiosity: You have the belief that abilities, judgment, and performance can be continually expanded through effort, feedback, and deliberate learning—and that challenge, discomfort, and failure are necessary ingredients of long-term growth
High EQ: You read people and emotional dynamics accurately and interact in a way that reduces friction and keeps relationships productive. You can build confidence, reliability, integrity, and show good intent through consistent words, actions, and follow-through
Benefits
Medical, Dental, and Vision Insurance
Health Savings Account (HSA) with employer contributions
Commuter Benefits
401(k) Plan with a 4% employer match
Unlimited Paid Time Off (PTO)
Life Insurance Coverage
Company
Aspen Standard Wealth
Aspen Standard Wealth is building a family of RIAs that empower leaders and their businesses to build long-term value and fulfillment.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase