Analyst / Associate Investment Advisory (m/w/d)

Allworth Financial (www.allworthfinancial.com [http://www.allworthfinancial.com/]) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: The primary responsibility of the position is to support acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities within the Corporate Development (Mergers & Acquisitions) team. This is a remote or hybrid position with the flexibility to work in our Folsom, CA office or in our Addison, TX office. This is a full-time, exempt, hybrid position and has the flexibility to work in one of our Folsom, CA or Addison, Texas offices. The base salary range is $100,00-$110,000 DUTIES AND RESPONSIBILITIES: * Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses * Prepare transaction due diligence packages for Board approval of the transaction * Prepare presentation packages on M&A opportunities and closed/won transactions for Board meetings * Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities * Manage diligence data room to ensure timely review of data provided by potential partners * Support post-merger tracking to ensure deal value is realized * Monitor and report to senior leadership on the status of corporate development opportunities being pursued * Identify opportunities to streamline existing processes, improve efficiency, and leverage technology to reduce manual work * Perform ad-hoc financial and operational analysis and reports as required QUALIFICATIONS: * Bachelor’s degree in Finance, Accounting, Business, or related field required * 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar environment working as a data analyst or a financial analyst * Experience working with private equity-backed firms a plus * Process-oriented and highly organized, with excellent attention to detail * Strong analytical and problem-solving skills with high attention to detail * Excellent verbal and writing communication skills * Strong interpersonal and organization skills * Advanced Excel and PowerPoint skills * Familiarity with AI tools (e.g., Claude, ChatGPT) BENEFITS We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: * Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates * Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Healthcare savings accounts with company contribution * Flexible spending accounts * Flexible working arrangements * Generous 401K contributions  * Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment * 11 Paid Holidays * Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible) * Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. [https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX] California residents, click here for our privacy policy [https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing].

Nielen Schuman is a leading independent corporate finance advisory boutique in the Benelux. Established in 2002, our firm has extensive experience in providing corporate finance advisory and execution services to a broad range of medium to large sized business owners, corporations, institutions, management teams and investors. Our suite of services encompasses mergers & acquisitions, strategic advisory, capital raising, capital restructuring and related advisory services. At Nielen Schuman, we offer truly independent advice with only the interests of our clients at heart. Whether advising on the sale of a company, a capital raising, or capital restructuring alternatives, our advice is tailored to the complexity of the matter, meets the highest quality standards and comprises the latest market insights. Our unique approach has produced strong and lasting client relationships based on trust and cooperation and a deep understanding of our clients’ needs, whereby we offer innovative solutions and execution excellence in complex situations. The team at Nielen Schuman consists of high performers with a down to earth and entrepreneurial mindset. We value creative thinking and intellectual diversity and the boldness to challenge existing beliefs. We offer a broad exposure to corporate finance services and industries in a high paced international deal flow environment, working alongside talented and driven professionals with diverse backgrounds. We foster a collegial environment based on mutual respect and empowerment and nurture individual, professional and personal growth at all career stages. Through our internal coaching program, recurring internal and external trainings and a personal development budget, we encourage career development based on personal development needs. Associate M&A Nielen Schuman is seeking to add an Associate M&A to our growing team in Amsterdam. An Associate M&A at Nielen Schuman is ambitious, has a naturally inquisitive and entrepreneurial mindset and is intrinsically motivated by being part of and contributing to building a leading Benelux corporate finance advisory franchise. At Nielen Schuman, you can make a difference. We offer you the opportunity to immediately integrate into the team and gain valuable experience in the various aspects of corporate finance advisory. We work in effective and highly collaborative deal teams with limited hierarchy in which you will join as a full member and have close interaction with our senior dealmakers and clients’ executives from day 1. You will be involved in all phases of deal sourcing and transaction execution; from deal origination, valuation, structuring, due diligence coordination and negotiation to closing. As such you will be involved in structuring advice to our clients, have a guiding role on performing valuation exercises, financial analyses, company and market analyses. Furthermore you contribute to the drafting of client presentations, developing information memoranda and other process related documents. You will be provided with the support to master the deal sourcing and execution process and be rewarded with substantial responsibility and a steep learning curve. Your Responsibilities * Conducting business and market analyses, including complex financial and valuation models and reports and potential bidder analysis * Preparing for and participating in client presentations and pitches * Day-to-day project participation and interacting with counterparts at clients, potential buyers and other professional advisors * Preparing client presentations, teasers, information memoranda, management presentations and other process related documents * Coordinating and supporting the due diligence process and information requests * Preparing for and supporting negotiations and transaction closing * Guiding and revising the work of analysts * Mentoring analysts and working collaboratively with other mediors to further develop the pool of talented junior team members * Building and maintaining an external network and relationships with prospective clients, market participants and professional advisors * Driving and implementing initiatives aimed at building a leading Benelux corporate finance advisory franchise What will make you successful in this role * A Master’s degree * 3-5 years of experience in financial advisory, corporate finance or investment banking, preferably in M&A, leveraged finance, industry team or execution team * Native Dutch and strong command of written and verbal English * Excellent analytical, project management and interpersonal skills * An entrepreneurial mindset, collaborative mentality and drive to succeed * A strong command of valuation methodologies, accounting principles and Excel modelling What we offer our future colleagues * A non-hierarchical environment based on openness and mutual respect * A high level of responsibility within a framework of personal development and support * An entrepreneurial environment with a shared ambition to further grow the firm * The opportunity to work alongside the best professionals in a high international deal flow environment with exposure to first class debt advisory * Ability to work on a wide variety of assignments across various disciplines of our advisory service, thereby developing yourself as an all-round corporate finance professional * A highly competitive salary and bonus eligibility