Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
The Corporate Development Analyst supports the full lifecycle of mergers, acquisitions, strategic partnerships, and other growth initiatives. Reporting to the Executive Vice President of Corporate Development, this role is responsible for financial analysis, market research, due diligence support, and project management that enables the company to execute its inorganic growth strategy. The ideal candidate brings strong analytical skills, curiosity, precision, and the ability to work in a fast-paced environment with senior leaders and cross-functional teams.
Primary Responsibilities:
Deal Sourcing & Evaluation
- Conduct market research to identify potential acquisition targets, industry trends, and competitive dynamics.
- Assist in building and maintaining a pipeline of prospective transactions.
- Analyze financial statements, operating metrics, and valuation benchmarks to assess attractiveness of targets.
- Prepare initial opportunity assessments, investment briefs, and management summaries.
Due Diligence & Transaction Support
- Support the due diligence process across finance, legal, HR, technology, operations, and compliance.
- Maintain diligence trackers, documentation, and data room organization.
- Coordinate with internal subject matter experts and external advisors (legal, accounting, tax).
- Assist in risk assessment and integration planning.
Project Management & Cross-Functional Coordination
- Serve as the point of coordination between internal teams for diligence, onboarding, and integration planning.
- Track key milestones, timelines, risks, and deliverables for multiple concurrent deals.
- Prepare materials for internal governance committees, executive leadership, and board updates.
Strategic Analysis & Special Projects
- Conduct competitive analyses, market sizing, and strategic assessments.
- Assist with scenario planning, long-range strategic growth initiatives, and corporate development strategy refreshes.
- Support post-merger integration analytics and performance tracking.
Basic Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field.
- 1–3 years of experience in investment banking, corporate development, private equity, transaction services, consulting, or related analytical field.
- Strong financial modeling and valuation skills (Excel expertise required).
- Ability to analyze complex quantitative and qualitative data.
- Excellent written and verbal communication skills.
- Highly organized, detail-oriented, and capable of managing multiple projects simultaneously.
- Strong business judgment, critical thinking, and problem-solving abilities.
Preferred Skills:
- Experience in financial services, wealth management, or professional services.
- Familiarity with deal sourcing systems, CRM tools, or virtual data rooms.
- Knowledge of accounting principles and transaction structures.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Top Skills
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
