BeaconPointeCompassOnly

Full-Time
Dallas
Posted 3 weeks ago

M&A Business Development Associate | Dallas, TX

Job Description

We are currently seeking qualified candidates to join Beacon Pointe as a M&A Business Development Associate in our Dallas, TX office. The candidate will be responsible for the support of the firm’s M&A business development and sales operations team. This candidate will join a highly talented team of investment professionals that support the firm’s merger and acquisitions efforts. The candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s employees and clients.

 

Responsibilities

  • Provide administrative support to the M&A leadership team.
  • Coordinating M&A prospect visits to HQ (Newport Beach, CA) with leadership team via zoom or in person
  • Maintaining date relevant to both sales & onboarding process
  • Salesforce M&A reports
  • RIA Database reports
  • Coordinating QofE process with 3rd party advisors
  • Initiate prospecting efforts via mass-email campaigns and/or direct calls to target markets
  • Provide internal sales support to Leadership Team
  • Helping to prepare bid letters
  • Post-close performance tracking (for earn-out / bonus calculations)
  • Pre- and post-close integration efforts
  • Other ad-hoc analyses to support M&A efforts
  • Handle all administrative requests and queries from leadership and the business development team
  • Act as a liaison between Business Development and all other internal departments.
  • Assist in the preparation of reports and client/prospect follow-up
  • Participate in team projects and assist with initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned

 

Qualifications

  • Bachelor’s degree required
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Team oriented approach
  • Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

 

Interested Candidates: Please click on the link below to complete a brief assessment. Please ensure your resume is uploaded prior to completing the process. Thank you!

 

About Beacon Pointe Advisors

Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Beacon Pointe provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Features

Job CategoryAnalysts & Research

Apply Online