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