You will:
- Build and own first-draft financial models, including income statement, balance sheet, and cash flow models as well as standard valuation analyses, with scenario modeling to stress-test assumptions and surface key value drivers
- Maintain and manage the M&A and partnership deal pipeline, keeping records current and flagging high-priority opportunities
- Conduct initial screening of inbound and proactively sourced targets, assessing strategic fit, deal size, and financial profile against active investment theses
- Manage workstreams end-to-end, coordinating cross-functional teams including Finance, Legal, HR, Tax, and Operations
- Prepare screening memos summarizing key facts, strategic rationale, and recommended next steps for senior review
- Build and maintain presentation materials for leadership and board-level deal reviews, investment committee meetings, and strategic planning discussions
- Translate complex financial and strategic analysis into clean, executive-ready decks with clear recommendations
- Conduct industry research and competitive landscape analysis to identify emerging opportunities across priority verticals
- Maintain diligence trackers, manage the data room, and ensure workstream leads are hitting deadlines
- Support post-close integration planning and assist with partnership and portfolio reviews, flagging performance trends for leadership attention
- 2-5 years' experience in investment banking, management consulting, private equity, or corporate development
- Strong financial modeling skills; you can build a model from scratch and defend every assumption
- Exceptional attention to detail; you catch the error before it goes to Sr. Leadership
- Proven ability to manage multiple workstreams simultaneously under tight deadlines
- Intellectually curious; you're a fast and eager learner with the demonstrated ability of being a thought partner for strategic decisions
- Clear, concise written and verbal communication skills
- High proficiency in Excel and Power Point, CapIQ, and AI-based software and tools (Claude, ChatGPT, etc.)
Anticipated role close date: 09/28/2026
H1 New York, New York, USA Office
386 Park Ave South , New York, NY, United States, 10016
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