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Form of workEP Wealth Advisors Admin., LLC ("EPWA") is a wealth management advisory firm with over $19 Billion in AUM as of June 2023, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our HQ office in Torrance ishiring for a Mergers and Acquisitions Senior Associate. In this role you will be assisting M&A transactions from inception to execution and working with various departments across the global organization and coordinating with multiple functional groups. Our ideal candidate will have a demonstrated track record of delivering excellent financial modeling, deal valuation, organizational, and communication skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Salary Range: $160,000 - $180,000 plus competitive annual bonus
Job Duties:
- Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA.
- Lead and manage the Mergers and acquisition process from initiation to completion.
- Prepare multiple financial analyses and due diligence on potential acquisition targets, including: discounted cash flow (DCF), IRR, accretion/dilution, comparables and financial modeling.
- Assist in negotiating deal terms and structure agreements.
- Prepare investment presentations summarizing conclusions and recommendations to Executive Management
- Bachelor’s or Master’s degree in Finance, Accounting or related field
- 3-5 years of experience in Mergers and Acquisitions, preferably in Investment Banking and/or Private Equity field
- Proficient at Microsoft Excel and Microsoft PowerPoint
- Strong financial acumen with a solid understanding of valuation techniques, financial modeling, returns analysis and deal structuring.
- Excellent interpersonal and oral communications with customers, clients and third parties
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays
- 3 weeks (PTO)
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
