Associate, Corporate Strategy

Focus Financial Partners - San Francisco Bay Area

Hiring: Associate, Corporate Strategy Company: Focus Financial Partners Location: San Francisco Bay Area Job Posted Time: 2026-09-12 12:26:19 Employment Type: Full-time Target Skills & Keywords : Wealth Management About the job Experience: •2-3 years full-time work experience in investment banking, private equity or strategic consulting •3 years full-time work experience in investment banking, private equity or strategic consulting Required Skills: •Participate in every step of the M&A deal process from proposal to close •Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers •Financial due diligence and P&L scoping for prospective deals (for both internal and external firms) •Structuring and modeling deal terms •Preparing and presenting Investment Committee (IC) memorandums to the IC committee •Preparing and presenting term sheets •Acting as central point for coordination across Focus’ Corporate and business line teams •Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams Qualifications: •Bachelor’s degree from a top university or college •Competency in financial statement analysis and strong analytical skills •Excellent interpersonal and communication skills •Strong organizational and prioritization skills •Intellectual curiosity and confidence to take initiative •Demonstrated capacity to present and discuss analysis/findings to various stakeholders Compensation: •$90,000 - $120,000 / year •Competitive benefits and rewards package •2-3 years full-time work experience in investment banking, private equity or strategic consulting Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!