Analyst, Mergers and Acquisitions

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Analyze potential mergers and acquisitions opportunities to support strategic growth initiatives. Evaluate financial and operational data to inform investment decisions. Support deal execution through due diligence, modeling, and stakeholder coordination. Contribute to the development of partnerships and acquisition strategies.

Essential Functions
•M&A Analysis & Deal Support: Analyze potential mergers and acquisitions transactions, including acquisitions, investments, joint ventures, and other inorganic opportunities. Evaluate strategic fit and rationale for potential deals. Conduct financial modeling and valuation analysis to support deal structuring. Support due diligence efforts, including business and financial assessments. Assist in developing deal structures, succession plans, and transition strategies.
•Transaction Execution & Reporting: Prepare presentations and summary materials for acquisition proposals and term sheets. Support end-to-end transaction processes from initial analysis through execution. Coordinate with internal stakeholders to ensure alignment and progress on active deals.
•Process & Pipeline Management: Develop and maintain internal tools and tracking systems for active, inactive, and closed deals. Monitor pipeline activity and provide updates to leadership. Identify opportunities to improve processes and increase efficiency in deal tracking and execution.
•Relationship Management & Collaboration: Support the development and maintenance of relationships with external partners and stakeholders. Collaborate across teams to align priorities and advance strategic initiatives. Navigate ambiguous situations while balancing multiple stakeholder interests.
•Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field preferred.
• Minimum of one to three years of experience in mergers and acquisitions,
investment banking, corporate finance, or related field required.
• Experience with financial modeling, valuation, and analytical problem-solving
required.
• Experience in or familiarity with wealth management or financial services industry preferred.
• Experience working in business development, consulting, or a custodian
environment preferred.
• Strong verbal, written, and presentation skills required.
• Demonstrated quantitative and analytical mindset required.
• Ability to work effectively in ambiguous environments and manage competing
priorities required.
• Strong collaboration skills and team-oriented mindset required.
• Ability to travel occasionally required.

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $78,000 - $93,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

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