The M&A Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Associate will spend the majority of the time on corporate development initiatives with some additional work on FP&A projects as needed.

Location: Ideal candidates will be located in Pittsburgh, PA and work in a hybrid capacity. Candidates from Stamford, CT may also be considered.

Duties/Responsibilities:

• Support, track, and help manage the growing M&A pipeline across the firm.
• Lead the coordination and execution of due diligence of potential targets including working closely with senior team members, other internal points of contact and external representatives, such as target company personnel, advisors, legal counsel, etc. to ensure relevant deal information flow amongst the cross-functional M&A team.
• Quantify and track historical transaction KPIs such as synergies and any contractual purchase price adjustments including working capital and contingent payments.
• Build detailed M&A analyses to support the evaluation of opportunities, including standalone target valuation, synergy value, deal structuring alternatives, IRR, and proforma impacts to EdgeCo.
• Lead in the development of presentations and investment materials for the Executive Committee, Board of Directors, and Lending Group.
• Present the senior management team and department heads with as required data-driven analysis.
• Support the VP and deal team in executing all aspects of the M&A process.
• Collaborate with the VP and senior management in FP&A and other ad hoc projects as needed.

Required Skills/Abilities:

• Undergraduate degree in Business or Finance.
• Master’s degree or MBA is a plus.
• A minimum of 4-5 years of relevant work experience in investment banking, private equity, consulting, FP&A, and/or corporate finance.
• Confident self-starter, with the competence and experience to work directly with executives and senior management.
• Significant experience in executing all aspects of M&A transactions across different industries.
• Very strong analytical skills, strategic thinking and decision-making ability.
• Strong finance background and acumen including analyzing and forecasting the three financial statements.
• High level of skill in financial modeling, performing due diligence, and experience with the general M&A process.
• Experience in performing company valuations.
• Highly organized with strong attention to detail; ability to work in a conscientious, consistent, and thorough manner.
• Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment.
• High level of interpersonal skills & ability to collaborate across departments.
• Commitment to data integrity and continuous improvement of data quality and QC processes.
• Advanced skills in Excel including complex financial modeling.
• Advanced skills in PowerPoint.
• Experience in the financial services sector, including retirement services, asset & wealth management, and/or trust & custody solutions a plus.

Who We Are:

EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.

What We Offer:

Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).