Corporate Development Associate

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Job description

SageView Advisory group is looking for a Corporate Development Associate, a key contributor to the execution of our M&A strategy. The Corporate Development Associate will report to the Director of Corporate Development and will have responsibilities ranging from sourcing to financial analysis and execution in a highly dynamic and collaborative environment.

About SageView

SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 150 employees located in 25 offices nationwide. The firm provides unbiased retirement plan and wealth management consulting services to clients throughout the U.S. We have been evaluating and advising retirement plans and participants since 1989.

SageView advises on over 1,300 defined contribution, defined benefit and deferred compensation plans totaling more than $149 billion in client assets and 5,900+ wealth management accounts representing over $3B in assets under management. SageView has built a reputation over the last 20 years as an organization focused on clients and first-class deliverables, while maintaining a collaborative environment where entrepreneurial leaders are able to thrive.

On December 30, 2020, SageView made the determination to partner with Aquiline to accelerate our vision of bringing individual wealth management and retirement advisory services together.

Responsibilities

· Support the development and improvement of a systematic and repeatable deal evaluation and execution process

· Actively participate in our M&A pipeline development and industry research, as well as build and maintain our proprietary sourcing database

· Sourcing of new transactions and recruiting opportunities, including the opportunity to contact and establish new prospects depending on skill and knowledge level

· Perform financial analysis and modeling in Excel, including baseline financials and forecasting synergies to inform valuations and deal structures

· Prepare presentations to management and Board of Directors on potential M&A opportunities and our corporate development strategy

· Coordinate and contribute to the execution of concurrent M&A opportunities through all stages of the pipeline while leveraging internal and external resources

· Specific activities include, but are not limited to, create information request lists, draft offer letters, coordinate the due diligence process, review of confidential materials and transaction documents

· Work closely with the Director of M&A Integration to ensure opportunities are integrated and acclimated efficiently and with as little friction as possible

· Ad-hoc analysis, research, and additional responsibilities as required

Skills

· Dedicated and strong attention to detail

· Collaborative and team-oriented

· Clear and concise communication

· Strong corporate finance knowledge, including financial modeling, and basic accounting

· Proactive problem-solver

· Proficiency in MS Excel and Power Point is required

· Preferably minimum 5 years of applicable experience

· Industry knowledge is preferred (retail and institutional wealth management)

Occasional travel nationwide is required. Full-time position.

Compensation

Competitive compensation package customized to the individual depending on candidate experience, qualifications, and skills.

Benefits Package

SageView offers a comprehensive and competitive benefits package including, vacation, sick, 401k, medical, dental, vision, life insurance and disability coverages. The company has a culture of focusing on and maintaining a work life balance and offering flexible working arrangements.

Equal Opportunity Employer

SageView Advisory Group is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation, gender identity or any other basis prohibited by applicable law. Reasonable accommodations will be made for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• applicable: 5 years (Preferred)

Willingness to travel:

• 25% (Preferred)

Work Location: Multiple Locations