| Description | Senior Investment Analyst (M&A Focus) Modeling a Must Have Prefer Experience in Smaller Organizations Location: Texas (Remote) or CT/EST Only Reports To: CFO / Director of Strategic Growth Our client a growing Boutique P/E backed wealth management firm is seeking a highly motivated and detail-oriented Senior Investment Financial Analyst to join their team. This role is ideal for someone with strong financial modeling expertise and a passion for driving both organic and M&A-driven growth in a fast-paced environment. The Senior Investment Analyst will work closely with senior leadership to provide financial insights support acquisition diligence and help scale the business during a period of rapid expansion. This position offers direct visibility with executives investors and the Board —a unique opportunity to influence decision-making at one of the most dynamic wealth management platforms in the country. Key Responsibilities Financial Planning & Analysis: Build and maintain annual budgets multi-year forecasts and scenario models to assess growth and profitability. Evaluate the impact of AUM growth client flows and strategic initiatives on EBITDA cash flow and leverage. M&A and Inorganic Growth Support: Partner with Finance and Corporate Development to evaluate acquisitions advisor lift-outs and tuck-ins. Develop financial models to quantify synergies integration costs and long-term return profiles. Support due diligence and deal execution alongside leadership and investors. Performance & Profitability Analysis: Track and analyze advisor productivity client acquisition costs and revenue per AUM to identify trends and growth opportunities. Provide actionable recommendations to improve profitability optimize compensation structures and enhance ROI on strategic initiatives. Board & Investor Materials: Prepare financial reporting packages board decks and private equity updates. Summarize performance risks and opportunities in clear executive-ready presentations. Qualifications Bachelor’s degree in Finance Economics Accounting or related field MBA or CFA a plus. 5+ years of experience in FP&A investment banking corporate finance or private equity–backed portfolio companies Required. Proven expertise in advanced financial modeling (valuation synergy modeling scenario analysis). Strong grasp of corporate finance and accounting fundamentals with the ability to connect P&L balance sheet and cash flow. Advanced Excel / Google Sheets and some PowerPoint proficiency required. Familiarity with ERP CRM and wealth management platforms (Redtail Orion Salesforce Black Diamond) is a plus. |