Choreo · 23 hours ago
Corporate Development Analyst
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
1+ years expChoreo is a wealth management firm focused on serving clients with innovative financial planning. The Corporate Development Analyst plays a crucial role in supporting mergers, acquisitions, and strategic partnerships through financial analysis, market research, and project management to drive the company's growth initiatives.
Advice
Responsibilities
Conduct market research to identify potential acquisition targets, industry trends, and competitive dynamics
Assist in building and maintaining a pipeline of prospective transactions
Analyze financial statements, operating metrics, and valuation benchmarks to assess attractiveness of targets
Prepare initial opportunity assessments, investment briefs, and management summaries
Support the due diligence process across finance, legal, HR, technology, operations, and compliance
Maintain diligence trackers, documentation, and data room organization
Coordinate with internal subject matter experts and external advisors (legal, accounting, tax)
Assist in risk assessment and integration planning
Serve as the point of coordination between internal teams for diligence, onboarding, and integration planning
Track key milestones, timelines, risks, and deliverables for multiple concurrent deals
Prepare materials for internal governance committees, executive leadership, and board updates
Conduct competitive analyses, market sizing, and strategic assessments
Assist with scenario planning, long-range strategic growth initiatives, and corporate development strategy refreshes
Support post-merger integration analytics and performance tracking
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or related field
1–3 years of experience in investment banking, corporate development, private equity, transaction services, consulting, or related analytical field
Strong financial modeling and valuation skills (Excel expertise required)
Ability to analyze complex quantitative and qualitative data
Excellent written and verbal communication skills
Highly organized, detail-oriented, and capable of managing multiple projects simultaneously
Strong business judgment, critical thinking, and problem-solving abilities
Preferred
Experience in financial services, wealth management, or professional services
Familiarity with deal sourcing systems, CRM tools, or virtual data rooms
Knowledge of accounting principles and transaction structures
Benefits
Competitive salary and bonus plan
Competitive medical, dental, and vision plans
Basic life and disability coverage
401(k) matching program
Financial support for approved designations and courses
Technical, leadership, sales training opportunities
Unlimited, discretionary time off
Paid parental leave
Company
Choreo
Choreo is a investment advisory firm.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Loo
Chief Executive Officer
Erik Merkau
Chief Wealth Advisory Officer
Recent News
Morningstar.com
2026-01-22
2026-01-15
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