Address
Form of work
SalaryM&A Associate
(2400003T)
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Equitable’s M&A Team explores and executes on opportunities that are aligned to corporate strategy and optimizes capital and are seeking a highly motivated M&A Associate to assist in executing these merger and acquisition activities. This highly visible role will report into the Head of Mergers & Acquisitions.
Responsibilities include, but are not limited to:
- Evaluation of potential acquisition targets and divestitures.
- Development of detailed financial models and analyses (e.g., valuation, financial impact)
- Modeling pro forma scenarios associated with potential acquisitions and divestitures, including cash flow and return analysis.
- Production of concise and effective communications for senior management.
- Engagement with partners across the organization including business, finance, legal, tax and accounting teams.
- Coordination of cross functional activities, including due diligence and project management.
- Strategic analyses.
The base salary range for this position is $103,000-$153,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications:
- Bachelor's Degree in a related field of study (e.g., finance, economics, actuarial sciences)
- 2+ years of proven transaction-related experience in an investment bank, private equity firm, venture capital firm or another corporate development team
- Established financial modeling, analytical and valuation skills with an ability to interpret financial statements and build financial models; full understanding of valuation techniques
- Comprehensive knowledge of economics, finance and accounting concepts
- Ability to collaborate with others at all levels of the organization and drive transaction processes and deliverables forward with project teams
- Demonstrated communication and project management skills
- Established technical skills (e.g., Excel, PowerPoint, Word, SNL)
- Attention to detail
- Intellectual curiosity for Equitable businesses and external environment
- MBA or CPA
- Insurance and financial institutions industry experience
Preferred Qualifications:
Skills
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
**********
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
#LI-Hybrid
