Merger Integration Investment Analyst
Core
Analyze prospective merger candidates, evaluate investment strategies, and guide recently merged teams through integration and strategy development.
Role type
Investment Analyst (Merger Integration)
Builds
Investment analysis reports, merger candidate reviews, strategic communications, and integration support tools. (via careerplan.io/jobs/R744-merger-integration-investment-analyst-at-ceritypartners)
Domain
Wealth Management / Investment Management / Mergers & Acquisitions
Required skills
Investment analysis, asset allocation, managed portfolios, alternative investments, performance measurement, portfolio reviews, manager due diligence, strategic planning, financial reporting, data analysis
Preferred skills
CFA, MBA, CIMA, CAIA designations
Technologies
Microsoft Office, AI toolsets
Responsibilities
Review prospective merger firms and conduct deep-dive investment analysis; Explain the firm's investment offering and merger glide path; Develop detailed reports on merger candidates for leadership; Lead post-closing review meetings with merged teams; Assist merged teams in identifying new strategies for the Investment Committee; Conduct due diligence on strategies on the platform; Present investment-related updates to firmwide audiences; Develop tools to improve review and communication processes.
Seniority
Mid-level, hands-on IC
