OnePoint BFG Wealth Partners · 23 hours ago
Mergers and Acquisitions Analyst
New Jersey, United States
Full-time
Onsite
Entry, Mid Level
2+ years expOnePoint BFG Wealth Partners is a leading RIA firm committed to empowering partner advisors with exceptional financial advice and solutions. The M&A Analyst will support the firm's strategic growth initiatives through in-depth market research, financial analysis, and due diligence to evaluate potential acquisition targets in the wealth and asset management industry.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Stefania DiPalma, SHRM-SCP
Responsibilities
Financial Modeling & Valuation: Build and maintain detailed financial models, including discounted cash flow (DCF), comparable wealth managers, and precedent transactions analyses, to assess the value and potential impact of M&A transactions
Due Diligence: Coordinate and perform rigorous business, financial, operational, and compliance due diligence on potential targets, managing data rooms and working with external advisors and legal teams
Research & Prospecting: Conduct market and industry research to identify prospective RIA firms and financial advisor teams for acquisition, using online databases and other sources
Documentation & Presentations: Prepare client and internal presentations, pitch decks, information memoranda, and internal reports for the executive team and the board of directors
Transaction Support: Assist in all aspects of deal execution, including negotiation support, managing communication between stakeholders, and ensuring compliance with regulatory requirements
Integration Planning: Collaborate with various internal departments (accounting, HR, technology, transition team etc.) to support the development and execution of post-merger integration plans
Qualification
Required
A Bachelor's degree in Finance, Accounting, Economics, or a related field
Strong proficiency in financial modeling and valuation techniques
Expertise in Microsoft Office Suite, especially Excel and PowerPoint
Exceptional analytical and problem-solving abilities, with a keen attention to detail
Strong written and verbal communication skills and the ability to work comfortably with C-level executives and clients
High level of motivation, a positive team-oriented attitude, and an ability to manage multiple projects under tight deadlines
An entrepreneurial mindset and a desire for continuous learning
Preferred
Prior experience (2-4 years) as an M&A analyst, investment banking analyst, or in a client-facing financial advisory role, preferably within the wealth management industry
Familiarity with CRM and pipeline management systems
Benefits
Competitive Rewards
Comprehensive benefits package
Continuous development opportunities
Long-term career progression
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
Carlos Noriega
Executive Director of Advisor Solutions
Recent News
2025-06-26
Company data provided by crunchbase